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Wealth and Asset Management

07/21/2025

Banque Heritage reports solid results in a challenging environment

Growth of assets under management helped offset the impact of the Swiss franc’s significant appreciation against the US dollar, as well as a generally less favourable interest rate environment.

07/21/2025

The UK is losing wealth creators at an alarming rate

The uncertainty is being fuelled further by speculation around a wealth tax.

07/21/2025

$48,000,000,000 Wealth Management Firm Sees S&P 500 Heading to Massive Price Target Triggered by AI Adoption, Disinflation and More

In a new CNBC interview, the Indianapolis-based Sanctuary Wealth says conditions are conspiring to push risk assets such as the stock market to new record-high levels by the end of the year.

07/18/2025

Masttro Partners with Arch to Enrich Alternative Investments Reporting and Total Portfolio Visualization for Ultra-High-Net-Worth Families

Integration will streamline workflows and automate processes for tracking, managing and reporting on alternative investments

07/18/2025

A new chapter of leadership at CPW

Stephen will be conducting a detailed handover with David as he transitions into his new role.

07/18/2025

JP Morgan Private Bank hires investment team head in Zurich

Simone Grüninger joins the US giant after tenures at UBS and Credit Suisse.

07/18/2025

FNZ strengthens partnership with ANZ through new digital platform enhancements

The enhancements include the introduction of New Zealand’s first Virtual Banking solution and a market-leading FX API, both designed to increase efficiency, reduce risk, and accelerate investment transactions.

07/18/2025

Wesleyan accelerates platform push with FNZ partnership

Wesleyan’s Smoothed With Profits Fund is designed specifically to sit on independent adviser platforms

07/18/2025

Schaffhausen Cantonal Bank Half-Year Report 2025

The significantly lower interest rate level had a particularly negative impact.

07/18/2025

Deutsche Bank scoops 11 Euromoney awards globally

Established over 30 years ago, the Euromoney Awards are considered the most prestigious awards in the financial industry.

07/18/2025

Growth, succession, and tailor-made services: Iván Basa explores our unique positioning in Spain

The Managing Director explains that Valencian autonomy provides a framework for legal certainty, which is extremely attractive to investors from both a domestic and international point of view.

07/18/2025

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.

07/18/2025

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

07/18/2025

Maridea acquires Pinnacle Wealth Management

Brian Sheehy, founder of Pinnacle, is set to join Maridea as a senior investment advisor.

07/18/2025

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.

07/17/2025

Crédit Agricole CIB and Indosuez Wealth Management closed a financing for Kervis SGR’s real estate fund, Fondo Canvas

The financing was structured as a Green Loan in line with Crédit Agricole Group’s strategy.

07/17/2025

KGI names wealth management leaders in Singapore

The Asian bank has made two senior hires in the Lion City.

07/17/2025

Building Bespoke Portfolios with Agility

They want guidance tailored to their needs, access to niche opportunities, and investment partnerships that adapt to change.

07/17/2025

Geneva wealth manager buys Singapore multi-family office

Jar Capital has acquired longstanding Singapore multi-family office Lyra Capital in a cash and stock deal.

07/17/2025

UBP First half-year results 2025

Union Bancaire Privée’s client assets rose by more than 11% to CHF 171.7 billion

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