10/22/2025
Endowus Crosses $10 Billion in Client Assets
Alternative investments also increased by threefold, crossing $500 million.
Wealth and Asset Management
10/22/2025
Quilter reports a third successive quarter of net inflows in excess of £2 billion
Our business is demonstrating strong consistency, delivering in excess of £2 billion of net flows in each quarter of this year.
10/22/2025
Barclays in good shape despite upping car finance scandal provision
And the good news appears to continue for investors as Barclays also announced a new £500m share buyback, surprising the market and also moving these to quarterly announcements.
10/22/2025
Study on the Transfer of Family Businesses in Switzerland: Lack of Preparation Threatens the Family Model
The study reveals that nearly half of the surveyed family businesses are not adequately prepared for succession
10/22/2025
Gibraltar private bank snaps up London wealth firm
Turicum Private Bank establishes a footprint in the UK by buying a majority stake in Hassium Asset Management.
10/22/2025
INSIGNEO to acquire VectorGlobal accounts, strengthening its footprint in Latin America
Strategic acquisition of over $4 billion in client assets and key advisor teams bolsters Insigneo’s position as the leading independent wealth management platform for Latin America
10/21/2025
Julius Baer: Family Legacy Conversation Accelerates in Asia
For the first time ever, legacy-building became a top three family-related topic with a particularly strong showing in Asia, where it was also ranked in third place.
10/21/2025
EdRAM CEO: ‘Quant is our next arrow in the bow’
The €107bn Swiss asset manager has made the bold decision to unveil a new quant unit, complementing its 'high octane' offerings. Christophe Caspar told us why.
10/21/2025
Behind Nikko Asset Management’s Rebrand
The change is intended to reflect a new era for the firm, including its global growth, according to CEO Stefanie Drews.
10/21/2025
Goldman Sachs Launches Onshore Private Wealth Management in Riyadh, Saudi Arabia
The business will leverage the firm's "One Goldman Sachs” approach, working in partnership with Asset Management
10/21/2025
Pictet predicts bond shake-up to accompany international realignment
The failing guardrails of multilateralism are paving the way for new investment opportunities, according to Swiss stalwart Pictet’s latest asset allocation calls
10/21/2025
Private Capital Chases Deals in the Booming Wealth Management Sector
Rising demand from wealthy clients seeking investment alternatives is driving more individual investors into the private markets.
10/21/2025
Crypto confidence crisis leaves UK wealth managers trailing global peers: Avaloq
Compounding the issue is little current desire to offer crypto investing.
10/21/2025
AXA launches new wealth management plan
The series offers premium terms of five or 10 years in up to nine different currencies.
10/21/2025
AI advantage in wealth
As artificial intelligence continues to ripple through financial services, the question for wealth managers isn’t if they’ll use AI – but how.
10/21/2025
World’s Best Emerging Markets and Best Private Bank 2025: J.P. Morgan
Although many of its competitors are pulling out of emerging markets, JPMC is expanding into them.
10/21/2025
German asset manager extends feelers towards Switzerland
The independent asset manager, with a significant Credit Suisse and J. Safra Sarasin presence in its corporate DNA, considers itself well positioned for the cross-border expansion.
10/21/2025
Morgan Stanley Wealth Management Pulse Survey Reveals Inflation Concerns Persist Throughout 2025
The survey explored investor views on sector opportunities for the fourth quarter of 2025
10/20/2025
Marcuard Heritage Expands Shareholder Base
For Marcuard Heritage founders Sinan Bodmer and Adrian Guldener, the expansion of the shareholder base also forms part of a succession plan.
10/20/2025
StoneX Expands Wealth Management Offering for Latin American Clients
Through this transaction, StoneX expands its ability to serve cross-border clients with a broader range of integrated advisory and brokerage solutions supported by the firm’s global reach and infrastructure.