Brooks Macdonald First Quarter FUMA Update
Total assets under advice were £5.3 billion (30 June 2025: £5.3 billion), of which £2.4 billion are Advised only assets.
Wealth and Asset Management
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Lombard Odier relies on entrepreneurial spirit in Zug
Despite a promising start, the bank believes it is still far from reaching its goal.
DBS named World’s Best AI Bank
Winning top award at Global Finance’s AI In Finance and Digital Bank Awards 2025 underscores the strides the bank has made in becoming an AI-enabled bank with a heart
Fieldpoint Private Announces New Office in Greenwich, Connecticut
Convenient ground-level office near Greenwich Avenue at 130 Mason Street to open October 15
Melville Douglas shortlisted at Citywealth International Finance Centre Awards 2026
The firm has been recognised in the category Investment Management Company of the Year – Channel Islands & Isle of Man.
Cornèr Group takes over Ticino asset manager completely
Cornèr Bank has signed an agreement with Finpromotion to acquire all of its capital.
WRISE Group and CTF Life Bermuda form Strategic Partnership to Expand Global Reach
Unlocks broader access to integrated wealth, legacy planning and health solutions in international markets
ABN Amro warns mortgage, wealth management margins under pressure
The bank also said that changes to its system for assessing mortgage risk would have a negative impact on its mortgage business.
UBP Weekly View – Earnings season kicks off
This week, Q3 earnings will be in the spotlight, with the US’s largest banks set to lead the reporting season.
From extreme weather to weight loss drugs – insurers re-write risk management in an age of uncertainty
A growing range of these drugs – including major names such as Wegovy, Zepbound and Mounjaro – is already disrupting the weight loss industry.
Quintet named Best Private Bank in Europe
First Luxembourg-headquartered firm to receive such recognition in 35-year history of Private Banker International Global Wealth Awards
Goldman Sachs Announces Acquisition of Industry Ventures
The transaction consideration will consist of $665 million in cash