12/17/2025
Wise River Advisors ranked #10 nationally, marking the fourth consecutive year that the team has been named to the list.
12/17/2025
Wealth managers are already seeing changes in investor behavior due to the growth of prediction markets and sports betting. And they expect more evolution in 2026.
12/17/2025
The Swiss private bank also expects the asset management industry to see steady revenue growth continuing.
12/17/2025
The acquisition brings approximately $218m in assets under management to EP Wealth’s Phoenix region.
12/17/2025
The transaction will add a team comprising an adviser, 14 financial professionals, and five support staff into Wealth Enhancement, overseeing more than $182m in client assets.
12/17/2025
“Local Wealth Firm Rebrands to Meet Owners’ Next Big Challenge”
12/17/2025
Activities that require a license as a bank, securities firm or manager of collective assets are expressly excluded," as stated in the Official Gazette of the Commercial Register .
12/16/2025
The next decade's winner in asset management will be made in private banking distribution. But is there only one playbook for growth in Asia? Citywire Asia speaks to four top US managers on their take.
12/16/2025
The approval was announced during the Singapore–China Joint Council for Bilateral Cooperation meeting held in Chongqing, underscoring its significance within the broader framework of bilateral financial cooperation.
12/16/2025
Under the agreement, clients currently managed by CIM will continue to receive wealth advice, asset allocation support, and strategic guidance from their existing Citigroup private bankers.
12/16/2025
The flexible solution, which offers a secure and compliant way to deploy surplus capital, is available to new and existing clients whose DB schemes are in surplus.
12/16/2025
Under a fully integrated model, Van Lanschot Kempen will rely on ALTO Investment, serviced by Amundi Technology, for front to middle office functionality.
12/16/2025
HTSW complements Hightower’s existing model with a fully integrated platform that optimizes efficiency, streamlines operations, and leverages the firm’s national scale and resources.
12/16/2025
This is intended to strengthen sales not only in Austria, but also throughout Central and Eastern Europe.
12/16/2025
This partnership brings the firm's total client assets to more than $131.2 billion.
12/16/2025
The partnership will enable full digital onboarding.
12/15/2025
The Canadian bank continues its hiring splurge, recruiting four private bankers in Singapore and two in Hong Kong.
12/15/2025
Traditional long-only products remain the cornerstone of private banks’ investment offerings, but fund selection bosses say asset managers must evolve and differentiate.
12/15/2025
Over the past decade, Abu Dhabi’s relationship with family offices has transformed dramatically
12/15/2025
In a world of accelerating, unpredictable change and polycrisis, investors face unprecedented complexity and uncertainty: the redrawing of the geopolitical map, the impact of tariffs on global supply chains, the explosive rise of artificial intelligence,