06/23/2025
UK pension landscape post October 2024 Budget: options for private clients
One of the overriding negatives of accessing pension capital is that over and above the PCLS, Income Tax is incurred on withdrawals.
Wealth and Asset Management
06/20/2025
Nomura IWM partners Allspring for global income fund
The Japanese private bank will distribute the Allspring Global Income Fund, addressing clients' growing appetite for income solutions.
06/20/2025
Lausanne firm launches private banking platform
Light Frame has partnered with Dutch firm Mambu to launch a core banking model for private banks and wealth managers.
06/20/2025
Wealth managers must transform to retain next gen windfall
Wealth managers must rapidly evolve digital and investment offerings or risk losing a significant portion of their future client base, warns Capgemini.
06/20/2025
Joyce Woo on Compliance and Technology in Wealth Management
Speaking alongside other industry experts, Woo addressed delays in compliance processes, the complexities of adopting artificial intelligence (AI),
06/20/2025
Standard Bank’s Jael Crystal-Azah is Named a 2025 NextGen Leader
This prestigious annual list celebrates the leading young private client practitioners, including those specialising in trust and fiduciary services, private client tax
06/20/2025
Citi almost triples wealth transactions after digital revamp
Four of five clients use the bank’s mobile app regularly.
06/20/2025
Brookfield Oaktree looks to add to wealth product line-up
The alternative asset manager is looking to round out its offering with the introduction of a private equity semi-liquid strategy later this year.
06/20/2025
Prosperity IFA Limited Selects SEI for Tailored Model Portfolios
Goals-Based Investment Approach and Consultative Services Core to Driving Growth
06/19/2025
Quilter strengthens responsible investment team with key appointments and promotions
Following a successful interim tenure, Ido Eisenberg has been confirmed as head of responsible investment of the affluent division.
06/19/2025
Investec W&I pieces falling into place for Rathbones, says BofA
The investment bank initiated coverage on Rathbones with a bullish note that has seen shares rise more than 5% today.
06/19/2025
Morgan Stanley Is Seeking to Capture More Private-Market Wealth
Morgan Stanley will label a couple hundred of its 15,000 financial advisers with a “founders specialist designation,” which will allow them to offer products and services tailored to the specific needs of clients whose wealth is concentrated i
06/19/2025
NAB boss slammed for 'peak boomer' advice for building wealth amid a housing crisis
Alan Oster, who retired in March after 32 years with NAB, shared his views on building wealth in a recent interview with the Australian Financial Review.
06/19/2025
Affinity Private Wealth Sells Investment Business to Capital International, Focusing on Growth in Private Wealth
This sale will allow Affinity Private Wealth to focus solely on its core strengths in delivering bespoke private client, trust and fiduciary services.
06/19/2025
Beacon to acquire Astor Investment Management with $1bn assets
Beacon said the deal strengthens its presence in the risk-managed investment space.
06/19/2025
Global Wealth Report 2025: Wealth growth accelerated in 2024
The 2025 edition of the UBS Global Wealth Report reveals not only a 4.6% rise in global wealth but also offers deeper insights into who holds that wealth and how it’s growing.
06/19/2025
Zwei Wealth Gains Cantonal Bank for Wealth Office Platform
Additional banking partners will follow so that we can also meet the needs of a broad client base in this area.
06/19/2025
Wealth with aim: Purpose, Philanthropy, and Lasting Impact
How UBS is helping clients turn wealth into meaningful social impact through strategic philanthropy, values-led investing, and a global foundation driving measurable change.
06/19/2025
BMO to Acquire Burgundy Asset Management
Expands BMO's wealth management and financial planning capabilities focused on high-net-worth and ultra-high-net-worth individuals, families and institutions
06/19/2025
BIL Suisse CEO Hans-Peter Borgh: «Nothing But Rumors»
Nevertheless, the bank is repeatedly seen as a potential takeover target.