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Wealth and Asset Management

11/27/2025

Seviora and Pavilion to form Asia-based asset management group

This integration is expected to increase Seviora’s assets under management (AUM) to approximately $72bn.

11/27/2025

Team plc announces recommended acquisition of WH Ireland

The offer has the support of 61 percent of WH Ireland shareholders under irrevocable undertakings.

11/27/2025

UBS Shares Face Mounting Headwinds as Key Support Mechanisms Fade

Competitors such as Deutsche Bank and ABN Amro currently present more attractive valuations and are projected to deliver stronger earnings growth by 2026.

11/27/2025

Bank of Singapore to invest in hiring, tech to boost assets, CEO says

The region's high-net-worth individual population grew 2.7%, expanding the client base for private banks.

11/26/2025

J.P. Morgan Wealth Head at Center of Senator’s Epstein Inquiry

U.S. Sen. Ron Wyden called for the bank to be investigated, citing recently unsealed court documents allegedly showing that bank executives (including Wealth and Asset Management CEO Mary Erdoes) kept in close contact with Epstein.

11/26/2025

Standard Chartered appointed as Digital Asset Custodian for 21shares, one of the world’s largest crypto ETP providers

This collaboration reflects a demand from institutional clients looking to participate in the digital asset market, contributing to a more mature environment for the adoption of digital assets and digital asset-linked products.

11/26/2025

Jupiter’s Tyler: Strengthening our standing in the UK retail market

The head of UK discusses deepening regional presence, broadening accessibility and capabilities as well as the shifting investor landscape

11/26/2025

UBP Asia selector builds more flexible buy list and drops thematics

The Swiss private bank's North Asia head of funds has added go-anywhere bond and China equity strategies to tackle volatile markets.

11/26/2025

Cinerius buys another independent asset manager

Cinerius, the Zug-based firm, has made a move into Frankfurt am Main with the acquisition of the independent asset manager Büttner, Kolberg & Partner.

11/26/2025

Bank J. Safra Sarasin’s long-term commitment to Asia’s growing wealth

Bank J. Safra Sarasin has made serving Asia’s growing number of ultra-high net-worth and high net-worth families a strategic priority, delivering tailored wealth solutions that preserve and build legacies across generations.

11/26/2025

FNZ considers sale of FNZ Bank Deutschland- report

FNZ Bank Deutschland provides platform services, including asset custody, to insurers, lenders, and wealth managers.

11/26/2025

UBP Family Office Solutions: Guidance from the heart

UBP Family Office Solutions have earned the trust of their clients

11/26/2025

KBank and JPMAM extend strategic partnership

This enhanced partnership positions JPMAM as KBank’s preferred multi-asset product provider.

11/25/2025

Unmet HNW advice needs centring around inheritance and private markets

The wealth manager’s LGT Wealth Management State of Wealth report surveyed over 1,100 HNW and ultra-HNW individuals and found 58 per cent of wealthy Australians still report gaps in knowledge and capability.

11/25/2025

Envestnet Partners with Asset Managers to Offer Tax Optimization at No Additional Cost to Investors

Fund Strategist Tax Management Advantage Program Waives Fees for Enterprises Who Provide Access to Tax Management Offerings at No Additional Cost for Investors

11/25/2025

Lombard Odier recognised as the best private bank for expats and Islamic finance excellence at the WealthBriefing MENA Awards 2025

These awards celebrate our commitment to delivering values-driven wealth management across the Middle East, blending global expertise with local insight.

11/25/2025

EFG International presents 2028 strategic plan: Consistent performance and the power of compounding

EFG intends to complement its strong organic growth ambition with M&A optionality, leveraging its surplus capital and strong capital generation.

11/25/2025

The £630m of deals that built Canaccord’s UK wealth business

With the £40bn wealth management business attracting interest from buyers, Citywire looks at the ten key acquisitions that made Canaccord Wealth grow.

11/25/2025

EFG International: Record Earnings and Strong Asset Growth

Net new assets totalled CHF 9.3 billion, corresponding to an annualised growth rate of 6.8%, exceeding EFG’s target range of 4-6%

11/25/2025

HSBC Q1 2026 Outlook: Resilience in a Transforming World

The report, Resilience in a Transforming World, also sets out how excessive pessimism has let to analysts underestimating earnings growth.

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