12/08/2025
Barclays considers bid for UK wealth manager Evelyn Partners – report
Other financial institutions, including NatWest Group, Lloyds, and Royal Bank of Canada, have also shown interest in acquiring Evelyn.
Wealth and Asset Management
12/08/2025
Brooks Macdonald Announces Partnership with BAFTA
Starting in 2026, this will include an expansion of BAFTA’s long-standing Prince William BAFTA Bursary Programme to help individuals facing financial barriers to progress in their careers.
12/08/2025
Labuan IBFC: Asia’s Gateway for International Business and Financial Solutions
Now in its thirty-fifth year, Labuan IBFC has developed into one of Asia’s most established financial jurisdictions, offering a full suite of conventional, digital, and Shariah-compliant solutions.
12/08/2025
Brooks Macdonald enhances client proposition through new Lombard lending partnership with Firenze
This can help access funds for a variety of goals — from property purchases and intergenerational gifting to tax planning and short-term liquidity.
12/08/2025
Moneybox partners with Amundi to bolster its wealth proposition
Moneybox partners with Amundi to bolster its wealth proposition with launch of three low-cost investment funds for pension customers
12/08/2025
Motley Fool Wealth Management to join Apollon in 2026 deal
Client services will be broadened under the new partnership
12/08/2025
ING reports outcome of 2025 EU-wide transparency exercise
The annual transparency exercise is based solely on COREP/FINREP data on the form and scope to assure a sufficient and appropriate level of information to market participants.
12/05/2025
RBC’s Fred Rose: Why UHNW Clients and Millennials Will Redefine Advisor Growth
Rose emphasized that leading advisors had always adopted the innovations that later became industry standards.
12/05/2025
Wealth Management For the 2030s: AI, Alternatives and Next-Gen Clients
Among the topics discussed were the adoption of AI tools to increase productivity and enhance client communication, as well as the development of knowledge in digital assets and tokenized products
12/05/2025
Winners of the 10th Annual Private Banking Awards Switzerland announced
Winners of the 10th Annual Private Banking Awards Switzerland announced" was originally created and published by Private Banker International, a GlobalData owned brand.
12/05/2025
SEI Drives Sustained Momentum Across Global Wealth Management Markets
Demand for End-to-End Wealth Management Experience, Business Transformation Powers Growth
12/05/2025
Good News, Wealth Management: Here Come the Insurance Companies
While traditional wealth managers have focused on investment performance and asset accumulation, a fundamental shift is occurring in what clients actually want.
12/05/2025
Summit Financial invests in Ivy Wealth Management
Summit Financial’s minority-stake investment in Ivy Wealth Management adds $500m in client assets.
12/05/2025
Bybit Private Wealth Management Beat November Downtrend with Top Fund Delivering Close to 30% APR
Bybit PWM's top fund delivered almost 30% APR in November, beating downturn.
12/05/2025
Double win for Titan Wealth at WealthBriefing Channel Islands Awards
The awards are part of a global programme run by WealthBriefing and its sister publications WealthBriefingAsia and Family Wealth Report, encompassing all the world’s major wealth management centers.
12/05/2025
Vanguard plans to expand in Miami to target Latin American wealth – report
Vanguard also plans to expand offshore services in other US locations, including California and Houston, within the next 12 to 18 months.
12/05/2025
UBS outlines new opportunities for Channel Islands wealth holders
Powerful trends in capital expenditure and accelerating adoption are likely to drive further growth for AI-linked stocks.
12/05/2025
Bank of America expands crypto access for wealth management clients
The Week in Breakingviews newsletter offers insights and ideas from Reuters' global financial commentary team.
12/05/2025
Brooks Macdonald announces new partnership with BAFTA
Starting in 2026, this will include an expansion of BAFTA’s long-standing Prince William BAFTA Bursary Programme to help individuals facing financial barriers to progress in their careers.
12/05/2025
Wealthbriefing announces winners of 2025 Channel Islands Awards
This year’s Awards demonstrated once again how Jersey and Guernsey’s profiles as significant international financial centres continue to rise and do so against a backdrop of global change.