10/29/2025
Wealth Enhancement’s Warren Team Included in NJ BIZ’s 2025 Best Places to Work Ranking
The rankings were based on the results of a survey conducted by BridgeTower Media’s Best Companies Group.
Wealth and Asset Management
10/29/2025
UBS to Appeal Court Ruling on Credit Suisse AT1 Bonds
After Switzerland’s financial regulator Finma filed an appeal, UBS has now announced it will do the same.
10/29/2025
Altrata Report Finds the Total Net Worth of the Billionaire Class Surged by More Than 10%
The report, in its 12th year, finds that the total net worth of the billionaire class surged by 10.3% to a record $13.4 trillion – marking a third consecutive year of rising billionaire wealth.
10/29/2025
Weatherbys partners with Saxo Markets to add execution-only service
Weatherbys will offer personalised support for clients wishing to use the service, while Saxo Markets will handle trade execution and platform queries in a secure, FCA-regulated environment.
10/29/2025
Amundi 2025 first 9 months and 3rd quarter results
The main growth drivers of our Ambitions 2025 plan – Asia, third-party distribution and ETFs – each generated between +€20bn and +€30bn in inflows in the first nine months.
10/29/2025
The future of wealth management in Asia
This growing segment demands more than just transactional services, they seek personalised financial planning, holistic advisory, and digital-first experiences.
10/28/2025
Lazard Brings Decades of Emerging Markets Leadership to the ETF Market with EMKT
Actively managed ETF offers investors high-conviction access to the growth, innovation, and opportunity shaping the world’s fastest-growing economies.
10/28/2025
Is it possible for wealth managers to embrace AI while managing the risks?
After internal audits, firms employ consultation with industry experts and third-party AI model testing and validation as the next most common methods to provide trust and confidence in AI systems.
10/28/2025
People, culture and a positive legacy: meet Ian Williams, the property services firm building for the long term
Ian Williams also has a deep commitment to leaving a positive footprint in the communities in which it works.
10/28/2025
KGI partners with Hash Global to launch BNB yield fund
The fund intends to address gaps in regulated digital asset access in Asia.
10/28/2025
HSBC delivers strong third quarter as revenues beat expectations
Adjusted profit before tax for the third quarter is up 3% year on year to $9.1bn and around 9% ahead of consensus expectations thanks to that strength in revenues.
10/28/2025
Julius Baer to set up new branch in Portugal
Julius Baer takes next step to expand its presence in Europe by opening a branch in Lisbon, Portugal.
10/28/2025
UBS applies for US banking licence
UBS would be able to offer more services to US wealth management clients with an expanded licence, senior staff wrote in a memo.
10/28/2025
Wealth manager Q&A with SJP’s Lord: ‘Ultimately, this is a people business’
St James’s Place senior investment specialist Corinne Lord is keen for the industry to do more work to bridge the advice gap, to ensure seeking advice is within reach for everyone regardless of wealth or age
10/28/2025
UBS claws back Swiss fund market share
The latest Asset Management Association report shows which providers have gained ground.
10/28/2025
HSBC warns on wider risks from private credit blow-ups
Collapse of First Brands Group and Tricolor Holdings has unnerved investors
10/27/2025
Apollo to open Paris office for private-wealth push
The buyout giant is becoming the latest investor to target the French capital
10/27/2025
UBS Unifies Mobile Platforms to Enhance Digital Wealth Management Experience
The integration combines trading, portfolio management, and investment insights to improve client accessibility and convenience.
10/27/2025
Wealth management firm relocates HQ to former 19th century country home
The firm, founded by Nick Oliver and launched in 2022, provides independent financial advice to clients across a range of services including pensions, investments, protection and estate planning.
10/27/2025
KFH Wins MENA Most Innovative Private Bank Award
At MEED's MENA Banking Excellence Awards 2025