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.
Wealth and Asset Management
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Goldman Sachs overtakes Swiss private banks
In the wealth management study published on Friday by the Zurich-based research firm Fin21, Goldman Sachs comes out on top and is considered the best Swiss private bank this year.
Arta expands AI wealth platform globally, onboards Bank of Singapore and Hong Leong Bank
Arta AI is a conversational AI platform for wealth management that processes portfolio data, market information, and investment research to respond to queries from financial advisors and their clients.
Santander named ‘Best Private Bank’ in Spain and Poland by The Banker
The magazine also grants a special commendation to Santander Private Banking Mexico.
Broadridge Reports First Quarter Fiscal 2026 Results
Reaffirming FY'26 guidance including Adjusted EPS growth of 8-12% and Closed sales of $290-$330 million
Northern Trust Named Best Private Bank in U.S.
Also Received Top Honors for Best Private Bank in North America for Entrepreneurs and Alternatives
Private Wealth Optimism Flies Sky-High in Hong Kong
Client demand for new accounts and assets to be booked in Hong Kong has nearly doubled year-on-year with 59 percent of firms reporting increased demand, compared to 34 percent last year.
UBS’ Iqbal Khan Rethinks How to Measure Success in WM
This may especially be relevant in Asia, where Khan is the bank's president, as many ultra-rich individuals still retain control of businesses, be it as a next-generation family owner or a first-generation entrepreneur.
DBS quarter profit
Nine-month total income and profit before tax reach new highs
Hoxton Wealth partners with Squirrel Education for student training day
It led a session on the positive impact that planners can have on people’s lives
SIX reports higher operating income and improved margin in the first half of 2025
This positions SIX as a leading pan-European exchange innovator with access to 16 capital markets across Europe.
Chartered financial planners to be acquired by prominent wealth management firm
The deal was said to mark further national expansion for Azets Wealth Management, which operates across the UK from hubs in the North East and Scotland.