ABN AMRO announces significant risk transfer transaction with Blackstone
This transaction provides first loss protection on a EUR 2 billion portfolio of large corporate loans
Wealth and Asset Management
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Investec named South Africa’s Bank of the Year 2025 by The Banker
Earlier this year, The Banker also recognised Investec as the Best Performing Bank in the UK in its Top 1000 Global Banks ranking
Cayman Finance strengthens private-wealth engagement at STEP events across the Americas and Asia
The activity spanned Mexico, the US, and Hong Kong between September and November, aligned with STEP’s global conference calendar.
LPL Welcomes Forest Lake Wealth Partners to Linsco
She reported serving approximately $280 million in advisory, brokerage and retirement plan assets* and joins LPL from UBS.
Standard Chartered deepens digital wealth push across EMEA
In response to increasing demand for mobile and online financial solutions, the bank continuously enhanced its wealth digital capabilities in key EMEA markets.
Brooks Wealth joins Integrity365 as group accelerates expansion
The acquisition supports its commitment to working with trusted, family-founded firms that prioritise personalised advice.
Barclays PB's Swiss CIO reimagines investment advice
Mathias Gonzalez explains how new generations are reshaping expectations and where the private markets tastes of Swiss clients diverge from their Middle Eastern peers.
Former Vontobel spin doctor strengthens his communications agency
The two new signings are Jan-Peter Schwartz and Oliver Zilcher.
Compromise proposal on UBS equity from bourgeois parliamentarians
UBS and its CEO Sergio Ermotti argue that this would put them at a competitive disadvantage compared to their international rivals .
Chris Künzle: "This is now the benchmark in Swiss private banking."
In a very short time, the wealth management study by Zurich finance professor Christoph "Chris" Künzle has become a standard work in the Swiss private banking sector.
Most advisers unprepared for the ‘Great Wealth Transfer’, says Unbiased Pro
Advisers ranked client acquisition as their top business focus for the next year at 34%, with client retention at 23%.
Hyper-automation is reshaping wealth management
Beneath the polished interfaces, many firms rely on fragmented systems that slow advisors, overwhelm operations teams, and leave compliance teams wading through manual evidence checks.