11/18/2025
Insigneo Attracts Founding Member of $6 Billion Raymond James Team
Insigneo announced the addition of "The Americas Financial Group" to its ranks, a new team formed by José Cabrera Sr., along with José Cabrera Jr. and Kristina Cabrera
Wealth and Asset Management
11/18/2025
Northern Trust Selected by Osmosis Investment Management Netherlands to Provide Middle Office Servicing
The businesses combine investment expertise and operational excellence to deliver competitive, sustainability-focused investment solutions across both equity and credit markets.
11/18/2025
CaixaBank Wealth Management surpasses 10,000 clients in its Advisory Desk and strengthens its commitment to specialization and customer service
The figure has increased by 25% over the past year, reinforcing the bank’s position as a benchmark in expert advisory and high value-added personalized investment.
11/18/2025
Tatton Asset Management unaudited interim results
"Strong net inflows of £1.7bn contribute to a £4.0bn increase in AUM/I1 to £25.8bn"
11/18/2025
Amundi and ICG announce long-term strategic and equity partnership
Developing and distributing products to enable wealth investors to access differentiated private markets strategies
11/18/2025
UniCredit wealth boss redefines retirement
A new type of banker, framing retirement as an opportunity rather than culmination of the wealth management process, is called for by UniCredit’s Renato Miraglia
11/18/2025
Media Reputation: How Banks in Switzerland Perform
The Swissreputation Group and Pressrelations Schweiz have published their fourth study on the media reputation of banks in Switzerland.
11/18/2025
JP Morgan Private Bank outlines investment strategy for 2026
The outlook identifies AI as a major driver of industry transformation, cost reduction and productivity growth.
11/18/2025
L&G strikes first distribution deal with Italian private bank
The bank also gets exclusive rights to sell one of L&G's best performing bonds funds via its advisers.
11/18/2025
Evelyn Partners opens first round of bids as ‘Project Condor’ kicks off
Buyers have been set a deadline as one of the UK’s largest wealth managers fires the starting gun on a sale
11/18/2025
SIX reaches milestone: Over CHF 1 trillion in international assets in custody
SIX's international custody business has reached a record high, with over CHF 1 trillion in international assets under custody for the first time.
11/18/2025
Deutsche Bank to recruit 250 bankers for wealth management – report
The bank plans to allocate around €300m ($348m) for its wealth management division over the next three years.
11/18/2025
UBS Global Wealth Management hosts Jersey events on women’s wealth, leadership and legacy
The panel shared insights and experiences on how financial confidence and purposeful leadership can transform lives, businesses and communities.
11/18/2025
Hong Leong Assurance introduces Legacy Wealth for Malaysia’s affluent
Malaysia’s high-net-worth population is projected to grow by 35% by 2028.
11/18/2025
Citywealth Future Leaders Awards 2025 announces winners from Crown Dependencies
Before announcing the winners, Karen Jones, CEO of Citywealth, stepped on stage and asked for a minute silence to mark Remembrance Day, while red poppies appeared on the screens.
11/17/2025
Schroders' HK office sees Asia equity flows turn positive after 'many years'
The British firm's Hong Kong business regional funds turn a corner, marking a big switch in client behaviour, after global strategies had been driving record gross inflows.
11/17/2025
Digital Wealth Partners Awarded Investment Excellence Award from Wealth & Finance International Magazine
Most Pioneering Digital Asset Wealth Management Firm 2025 - Texas
11/17/2025
Interview with Mr. Selman Bicaco, Head of Private Banking and Wealth Management, Piguet Galland & Cie
The bank’s principal clientele continues to be French-speaking Swiss.
11/17/2025
The Mather Group partners with Napa Wealth Management
This partnership strengthens TMG’s presence in Northern California and expands its ability to serve business owners and families.
11/17/2025
Switzerland and Luxembourg: rivals in form but allies in substance
The director of the Association of Swiss Private Banks (ABPS), Jan Langlo, details the Swiss resilience and the complementary relationship with Luxembourg.