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.
Wealth and Asset Management
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.
06/19/2025
A Swiss Private Bank Fights Its Way Back
That is his true passion – a fact that becomes apparent time and again when one encounters him in the art world.
06/19/2025
Evelyn Partners launches new partnership with Women in Football to deliver financial education boost for females in the sport
Wealth manager’s new Financial Empowerment Programme for women working in the football industry feeds into firm’s wider goal to close the female wealth advice gap
06/18/2025
Northern Trust Selected by Mereo Insurance to Provide Asset Servicing and Asset Management Solutions
Additionally, Northern Trust Asset Management (NTAM) will manage a portion of Mereo’s fixed income portfolio and provide cash sweep services.
06/18/2025
Singapore's Golden Rise: Why the World’s Wealth Is Moving East
Singapore has rapidly emerged as a top destination for wealthy individuals and families seeking security, efficiency, and long-term value, Joshua Rotbart writes in a guest contribution on finews.asia.
06/18/2025
Clearstream launches private markets processing tool for wealth firms
A new tool has been created to alleviate the manual processes that surround private markets operations.
06/18/2025
A Swiss private bank fights back
This is his true passion – a fact that is regularly confirmed when one encounters him in the art world.
06/18/2025
Standard Chartered wins “Wealth Management Platform of the Year” award
This recognition highlights the Bank's unwavering commitment to client success and its innovative approach to wealth management
06/18/2025
HIGHVERN’s Jack Barlow named on Eprivateclient Next Gen Leaders 2025 List
The list, which was open to nominees from within the private client advisory professions, is decided by several factors
06/17/2025
Standard Chartered sees affluent clients putting more money to work in Hong Kong
‘Our clients’ interest in investing has grown,’ Eliza Law, head of the bank’s affluent segment and distribution in Hong Kong, says
06/17/2025
Ninety One to complete Sanlam Investments UK transfer
The agreement designates Ninety One as the primary active investment manager for Sanlam's single-managed local and global products.