11/11/2025
Quilter Cheviot adds to global equities as part of MPS rebalance
The rebalance was carried out prior to the strong returns seen from markets in October.
Wealth and Asset Management
11/11/2025
Great wealth transfer redefines family business landscape
A global handover of wealth and control is reshaping family-run businesses, yet many are falling short in communication between different generations
11/11/2025
Standard Chartered to power DeCard in Singapore through partnership with DCS
The partnership caters to increasing demand for faster, more transparent and cost-efficient transactions
11/11/2025
Radicant Bank – the (right) end of a tragedy
The only surprising thing is that the board couldn't find a buyer.
11/10/2025
Private banking: Fideuram Direct launches in Belgium and Luxembourg
The offering will be progressively enhanced with new features and investment options.
11/10/2025
Franklin flows offset by $142bn of WAM redemptions in 2025
The outflows were driven by the scandal around former WAM CIO Ken Leech and offset signs of positivity in Franklin's alternatives and ETF business.
11/10/2025
European office market: Challenges and opportunities in a shifting landscape
The European office market has gone through a dramatic transformation over the past five years.
11/10/2025
Schroder Oriental Income Fund Limited - Full Year Results
The Company is on track to achieve AIC dividend hero status on the completion of 20 years of consecutive dividend growth next year.
11/10/2025
A Geneva Wealth Manager Testing Zurich’s Waters
The transaction, already approved by Finma, brings Amasus’ entire client base under the Amadeus brand.
11/10/2025
Asset managers support launch of free standards hub
The platform hosts a library of fund documentation templates, KPI frameworks, due diligence checklists and other resources that any industry participant can access, use and contribute to, free of charge.
11/10/2025
Azets Wealth Management to acquire Evans Falco
Deal strengthens Azets Wealth Management’s team and specialist expertise, with expansion in the South West
11/10/2025
Helvetia Baloise Holding pushes Swatch out of the SLI
Both Helvetia and Baloise are listed in the SMIM, which comprises the 30 largest Swiss stocks not already included in the blue-chip SMI index.
11/10/2025
Dakota Wealth Management Acquires Lokken Investment Group, Strengthening Commitment to Personalized Wealth Management and Client Continuity
With the addition of their $455 million in managed assets, Dakota's assets under management will be nearly $7.5 billion.
11/10/2025
Partners Group and Banco Bilbao Vizcaya Argentaria launch Evergreen fund
Partners Group has positioned itself as the preferred provider of solutions for private markets.
11/10/2025
W1M set to seal deal for £2bn DFM Vermeer
W1M is understood to be close to acquiring Vermeer Partners, which was set up by Cheviot founder Michael Kerr-Dineen seven years ago.
11/07/2025
Global Private Banking Awards 2025: Winners’ profiles
PWM’s 17th annual Global Private Banking Awards received 350 entries from 120 institutions across 55 countries
11/07/2025
KKR-backed manager launches new credit strategy
Ascend Asia Asset Management's fund will invest in income-generating Asia corporate credit.
11/07/2025
Wealth manager True Potential integrates NatWest's Payit
Payit will integrate with True Potential's impulseSave system, which enables expedited investment contributions.
11/07/2025
Zwei Wealth Partners with Zug-based Trust Firm
The Zug-based firm brings extensive expertise in trust services, business consulting, taxation, family office solutions, and digital assets.
11/07/2025
Goldman Sachs overtakes Swiss private banks
In the wealth management study published on Friday by the Zurich-based research firm Fin21, Goldman Sachs comes out on top and is considered the best Swiss private bank this year.