11/27/2025
Jersey-based wealth firm wins WH Ireland bid race
The deal will see WH Ireland shareholders becoming part owners of the new £2.1bn group.
Wealth and Asset Management
11/27/2025
EFG eyes acquisitions in new strategy
The private banking group is looking for cost savings, new relationship managers and acquisition targets in its new strategy.
11/27/2025
KENDRIS Group realigns itself: Setting the course for the future
The local Swiss fiduciary business with owner-managed companies and SMEs remains a central strategic business area.
11/27/2025
Julius Baer and Pictet: Two paths through the technological storm
At the Lead26 conference last week at the Zurich Congress House, major players in Swiss banking provided an impressive insight into how they are tackling the technological upheaval in the industry and driving digital transformation.
11/27/2025
Cheng & Co Expands Mid-shore Wealth Management Presence With Alpadis Trust Labuan Acquisition
Its executive chairman, Datuk Dr Chua Hock Hoo, said the acquisition represents a powerful evolution in its group’s capabilities.
11/27/2025
Banco Desio Launches Takeover Bid for SCM to Bolster Wealth Management
The move seeks to expand services and solutions for high-net-worth clients.
11/27/2025
Wealth investors will fuel private markets growth, says Carne Group CEO
LTAFs are predicted to experience the same growth as hedge funds after they were adopted by wealth management clients
11/27/2025
Swiss Banks in Italy: The 2027 Challenge: Rules and Markets
This scenario is changing, thanks to the agreement between the Bank of Italy, Consob, and FINMA, combined with the upcoming entry into force of the European Directive CRD VI, which requires banks operating outside the EU to operate in Italy by opening a b
11/27/2025
Seviora and Pavilion to form Asia-based asset management group
This integration is expected to increase Seviora’s assets under management (AUM) to approximately $72bn.
11/27/2025
Team plc announces recommended acquisition of WH Ireland
The offer has the support of 61 percent of WH Ireland shareholders under irrevocable undertakings.
11/27/2025
UBS Shares Face Mounting Headwinds as Key Support Mechanisms Fade
Competitors such as Deutsche Bank and ABN Amro currently present more attractive valuations and are projected to deliver stronger earnings growth by 2026.
11/27/2025
Bank of Singapore to invest in hiring, tech to boost assets, CEO says
The region's high-net-worth individual population grew 2.7%, expanding the client base for private banks.
11/26/2025
J.P. Morgan Wealth Head at Center of Senator’s Epstein Inquiry
U.S. Sen. Ron Wyden called for the bank to be investigated, citing recently unsealed court documents allegedly showing that bank executives (including Wealth and Asset Management CEO Mary Erdoes) kept in close contact with Epstein.
11/26/2025
Standard Chartered appointed as Digital Asset Custodian for 21shares, one of the world’s largest crypto ETP providers
This collaboration reflects a demand from institutional clients looking to participate in the digital asset market, contributing to a more mature environment for the adoption of digital assets and digital asset-linked products.
11/26/2025
Jupiter’s Tyler: Strengthening our standing in the UK retail market
The head of UK discusses deepening regional presence, broadening accessibility and capabilities as well as the shifting investor landscape
11/26/2025
UBP Asia selector builds more flexible buy list and drops thematics
The Swiss private bank's North Asia head of funds has added go-anywhere bond and China equity strategies to tackle volatile markets.
11/26/2025
Cinerius buys another independent asset manager
Cinerius, the Zug-based firm, has made a move into Frankfurt am Main with the acquisition of the independent asset manager Büttner, Kolberg & Partner.
11/26/2025
Bank J. Safra Sarasin’s long-term commitment to Asia’s growing wealth
Bank J. Safra Sarasin has made serving Asia’s growing number of ultra-high net-worth and high net-worth families a strategic priority, delivering tailored wealth solutions that preserve and build legacies across generations.
11/26/2025
FNZ considers sale of FNZ Bank Deutschland- report
FNZ Bank Deutschland provides platform services, including asset custody, to insurers, lenders, and wealth managers.
11/26/2025
UBP Family Office Solutions: Guidance from the heart
UBP Family Office Solutions have earned the trust of their clients