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.
Wealth and Asset Management
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.
11/25/2025
ABN AMRO presents roadmap for profitable growth and new financial targets for 2028
This will enable ABN AMRO to operate more efficiently, capture new opportunities and deliver greater value for all stakeholders.
11/25/2025
ABN AMRO to sell Alfam to Rabobank
Personal loans offered via a third-party arrangement
11/25/2025
Launch of multibanking in Switzerland
Starting this week, customers of eight Swiss banks and two third-party providers can connect their accounts across banks to aggregate and view account information in a single app.
11/25/2025
BetaNXT to invest in AI-driven wealth management product innovation
The company stated that its investment will address use cases across the wealth management lifecycle, benefitting advisors, and investors.
11/25/2025
Bybit Lowers Barrier to Elite Wealth Management Solutions with Year-End Exclusive for VIP Clients
This exclusive year-end initiative for Bybit VIPs expands access to institutional-grade wealth management strategies designed to navigate today's dynamic market conditions.
11/24/2025
T. Rowe and Oak Hill launch flexible credit income fund
OFLEX AUD leverages OHA's best ideas, seeking to deliver income by lending primarily to large cap companies in a diverse range of industries, mainly in the US.
11/24/2025
Citi’s Global Wealth Head Visits Hong Kong
Earlier this year, Sieg expressed bullishness in Asia and said Citi planned to expand the number of bankers for the Hong Kong wealth business by more than 10 percent in 2025.
11/24/2025
Analysis-Norway’s wealth tax trades millionaires for equality
The takeaway: a wealth tax will scare off some millionaires, but if set broadly enough, revenues can still be worth it.
11/24/2025
EFG to integrate BlackRock’s Aladdin Wealth™ technology into advisory platform
This marks an important step in EFG’s multi-year programme to enhance its digital platforms.
11/24/2025
Diverged focus for HNWs presents adviser opportunity: Report
LGT Wealth Management's 2025 State of Wealth report indicated the HNW population has surged by 10% (or 50,000) to 760,000 in 2025, controlling a record $4 trillion in assets.