A Geneva Wealth Manager Testing Zurich’s Waters
The transaction, already approved by Finma, brings Amasus’ entire client base under the Amadeus brand.
Wealth and Asset Management
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Asset managers support launch of free standards hub
The platform hosts a library of fund documentation templates, KPI frameworks, due diligence checklists and other resources that any industry participant can access, use and contribute to, free of charge.
Azets Wealth Management to acquire Evans Falco
Deal strengthens Azets Wealth Management’s team and specialist expertise, with expansion in the South West
Helvetia Baloise Holding pushes Swatch out of the SLI
Both Helvetia and Baloise are listed in the SMIM, which comprises the 30 largest Swiss stocks not already included in the blue-chip SMI index.
Vanquour on the $100T Wealth Transfer and What Comes Next
Vanquour frames the moment within a broader macro shift: a generational wealth transfer estimates at around $100 trillion over the next two decades.
Dakota Wealth Management Acquires Lokken Investment Group, Strengthening Commitment to Personalized Wealth Management and Client Continuity
With the addition of their $455 million in managed assets, Dakota's assets under management will be nearly $7.5 billion.
Partners Group and Banco Bilbao Vizcaya Argentaria launch Evergreen fund
Partners Group has positioned itself as the preferred provider of solutions for private markets.
W1M set to seal deal for £2bn DFM Vermeer
W1M is understood to be close to acquiring Vermeer Partners, which was set up by Cheviot founder Michael Kerr-Dineen seven years ago.
Global Private Banking Awards 2025: Winners’ profiles
PWM’s 17th annual Global Private Banking Awards received 350 entries from 120 institutions across 55 countries
KKR-backed manager launches new credit strategy
Ascend Asia Asset Management's fund will invest in income-generating Asia corporate credit.
Wealth manager True Potential integrates NatWest's Payit
Payit will integrate with True Potential's impulseSave system, which enables expedited investment contributions.
Zwei Wealth Partners with Zug-based Trust Firm
The Zug-based firm brings extensive expertise in trust services, business consulting, taxation, family office solutions, and digital assets.