Karl Reichmuth: «UBS Should Make its Investment Banking Independent»
This would limit the risks for Switzerland and set the course for a more market-oriented economy.
Wealth and Asset Management
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Eton Solutions Secures $58M Series C to Bring AI-Driven Wealth Management Technology to the World’s Leading Family Offices, PEs and Funds
Navis Capital Partners Leads Round to Accelerate AI innovation and Global Expansion of Solution That 800 Families Use to Manage More Than $1 Trillion in Assets
Financial planning service launched by Oakglen
The new service is a result of the integration of Jersey-based advisory firm HBFS into the Oakglen Group and its wealth management platform.
Morgan Stanley Wealth Management Pulse Survey Reveals Surge in Bullishness as the Market Enters Q3 in Positive Territory
The survey explored investor views on sector opportunities for the third quarter of 2025
Merger Creates Agile Asia Platform for Entrepreneurial Wealth
The combination will create a powerful, tech-driven family office platform with a sharp entrepreneurial edge.
Wealth Shortlist Update: abrdn Global Smaller Companies
All three worked closely with lead manager Kirsty Desson, particularly in the analysis of small and medium-sized US companies.
CaixaBank, Best Bank for Consumers in Europe and Best Bank in Spain in the Euromoney awards
When selecting CaixaBank as Best Bank for Consumers in both Spain and Europe, the British publication's jury highlighted CaixaBank's focus on quality and customisation of customer service.
Olivier Group honored as Baton Rouge’s best in wealth management
The firm won the 2025 Best of Baton Rouge Gold Award for Best Wealth Management.
GCC wealth management landscape shifting to address investor concerns around agility and technology
Nearly 55% of GCC clients reported arranging more advisor meetings in response to market volatility, well above the global average.
Hong Kong's growing asset and wealth management AUM and tax reforms poised to attract global asset managers in 2025, says KPMG
Unified Funds Exemption (UFE) refinements, strong IPO market, and virtual asset regulatory clarity enhance industry competitiveness
Maridea acquires Pinnacle Wealth Management
Brian Sheehy, founder of Pinnacle, is set to join Maridea as a senior investment advisor.
RBC Wealth Management partners d1g1t for performance and risk analytics tech
RBC has also led a new investment round in d1g1t with support from JAM FINTOP to help fuel the fintech's US expansion plans.