03/04/2025
Appetite For Alternative Assets Grows In Private Banking
Wealthy investors are expected to look beyond stocks and bonds, prompting private banks to expand offerings and expertise.
Wealth and Asset Management
03/03/2025
Alberto J. Safra Launches New Asset Manager in Geneva
Alberto J. Safra has launched the new asset manager, ASA Asset Management Switzerland, this February.
03/03/2025
Apollo Names Shimpei Kanzaki as Japan Global Wealth Head
Prior to joining Apollo, Kanzaki was a Director at KKR and head of its wealth solutions business in Japan, after joining in 2022.
03/03/2025
The Growth and Evolution of Independent Wealth Management in the UAE
At a recent Hubbis forum in Dubai, industry leaders came together to discuss the trends, opportunities, and challenges shaping the sector.
03/03/2025
LLB launches Swiss dividend-focused ‘comfort' mandate
The strategy targets regional customers via focus on Swiss and European stocks with high dividends.
03/03/2025
Close Brothers completes sale of Close Brothers Asset Management to Oaktree
The group anticipates an estimated gain on disposal of approximately £59 million.
03/03/2025
Brookfield Wealth Solutions Launches in the United Kingdom
Brookfield and its UK portfolio companies employ approximately 23,000 people across the UK.
03/03/2025
ING acquires stake in Van Lanschot Kempen
Together with an existing 2.7% stake, ING will hold a 20.3% stake in Van Lanschot Kempen after completion of the transaction.
03/03/2025
Standard Chartered expands UAE private banking team
The new team members will report to Nash Mithani, market head, private banking, UAE and head, Global South Asia Community.
02/28/2025
15 Rich and Famous People Who Were Born Wealthy
Either way, these stars have used their talents to pave their own road to riches.
02/28/2025
Raymond James strengthens private capital business and investment offerings, announces two appointments
Reorganized Capital Markets team will deliver customized financing strategies for companies and owners, new Private Markets Strategy role will develop and lead offerings across Private Wealth
02/28/2025
Aquiline to Acquire SEI’s Family Office Services Business
SEI’s Archway Platform is designed to streamline family office operations and deliver advanced financial reporting for ultra-high-net-worth families.
02/28/2025
Shaping the Future of Wealth Management: Key Trends for 2025 and Beyond
At the same time, the generational shift among investors will demand a new level of digitalisation.
02/28/2025
Sage Wealth Management signs new lease on Hexham office
Sage Wealth Management are aiming to reinforce their business commitment to the community and strengthen the Hexham team.
02/28/2025
Perpetual profit crashes following KKR deal falling through
While no break fee was triggered, KKR has left the door open to pursue further damages.
02/28/2025
Leonteq publishes agenda for the Annual General Meeting 2025
The Board further proposes the election of Sylvia Steinmann as a new independent member of the Board of Directors.
02/28/2025
Bank Avera achieves positive business results in 2024
The year 2024 will be remembered as a year full of conflicts and political crises, with increasing geopolitical risks.
02/28/2025
A new era for fixed income investors
That also presents investors with a potential opportunity in fixed income.
02/28/2025
Nomura to Establish Banking Division
Nomura recognized the importance of enhancing its efforts to provide a diverse range of high-quality services through its Banking businesses.
02/27/2025
Flanks Raises €14m to Automate Wealth Management for Next-Gen Advisory
The funding will be used to further accelerate the company’s growth into Europe and drive continued development of Flanks’ technology platform.