Broadridge’s Distributed Ledger Repo Platform Processes Nearly $9 Trillion in December
December 2025 ADV up 490% YOY, Highlighting the Rapid Adoption of Tokenized Settlement
Wealth and Asset Management
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Mercer expands in US with purchase of two wealth management firms
The two wealth managers are Poterack Capital Advisory (PCA) and Long Run Wealth Advisors.
High-growth founders rewrite rules of wealth management
A much-needed private wealth shake-up is being dictated by entrepreneur clients rather than product-pushing bank bosses
Legacy in Transition: European Wealth Planning Enters a New Era – Insights from Alexandra Geiger
Advisers need to integrate structural knowledge, cultural understanding, and legal foresight to address the evolving needs of sophisticated clients.
Cerity Partners Announces Merger with Austin Private Wealth
This expanded offering enhances depth across advanced estate and tax strategies, institutional-quality investment solutions, and multi-generational planning to support increasingly complex client needs.
Investing in real estate: opportunities and perspectives in Switzerland and abroad
In most countries, real estate prices have been moving up in real terms over the past 22 years.
Fifth Third Private Bank Named Best Private Bank for Seventh Year by Global Finance
Global Finance announced the honors for its 2026 World’s Best Private Bank Awards.
DJH forms wealth management joint venture with Perspective Financial Group as it targets £100m revenues
The move will give the firm's clients access to 200 experienced wealth advisers in retirement planning, pensions and protection planning, working alongside its existing team of inheritance tax, trusts, wills and probate specialists.
Saxo Reaches Key Milestone with DKK 1 Trillion in Client Assets
The bank has experienced remarkable growth in client assets in both its direct client segment and its institutional business.
BOS: DPM Assets Grow Amid Demand for Singapore Equities
Such mandates allocate between 40 and 95 percent to Singapore equities, with the remaining invested in Singapore dollar-denominated bonds and cash.
Apex Group enters agreement with Mercer’s Stand-Alone Administration Business
This strategic lift-out enables Apex Group to integrate Mercer’s experienced administration team and operational capabilities directly into its own business, enhancing service delivery and continuity for clients.
Have digital assets gone mainstream?
Once laughed at, cryptocurrencies have now become part of the investment toolkit. Is this the moment for even the most sceptical investor to take a new look at digital assets?