10/28/2025
UBS claws back Swiss fund market share
The latest Asset Management Association report shows which providers have gained ground.
Wealth and Asset Management
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
10/27/2025
Investcorp Wealth App Named Best Digital Client Solution at the 2025 MENA Banking Excellence Awards
Recognition underscores Investcorp’s leadership in digital innovation and client-centric wealth management
10/27/2025
Swiss GRC aims to grow with new management structure
The newly formed executive board is designed to reflect Swiss GRC's continued growth and increasing international presence.
10/27/2025
Standard Chartered Global Private Bank’s research unveils 74% of family office professionals observed a rise in conflict among family members
Family office relocation and next-generation engagement are key issues for family offices
10/27/2025
Boutique founder joins WH Ireland board after £1m wealth deal rebellion
Lumin Wealth co-founder John Cusins joins the WH Ireland board weeks after two NEDs resigned in the aftermath of a huge vote against its planned £1m wealth sale to Oberon.
10/27/2025
Blackstone sees private wealth AUM fundraising accelerate
The alts manager said it raised $11bn from the private wealth channel last quarter, the highest in three years.
10/27/2025
Emirates Investment Bank partners with Avaloq for digital transformation
It is listed on the Dubai Financial Market and is a subsidiary of Al-Futtaim Private Company.
10/27/2025
WPC announces Top 40 Under 40 Rising Stars 2025
Young leaders are redefining Canadian wealth management—discover the visionaries shaping tomorrow
10/27/2025
Hoxton Wealth acquires Manchester-based IFA
The purchase of Manchester-based Haven, which specialises in pensions and investments, builds on the firm’s existing footprint in Liverpool,
10/27/2025
Barclays strengthens Middle East presence with strategic expansion into the Kingdom of Saudi Arabia
Barclays’ expansion into KSA advances the bank’s strategic growth across the Middle East
10/27/2025
Clifton Wealth adds Wesleyan fund to adviser platform
The move marks a collaboration between the Bristol-based financial planning and wealth management firm and Wesleyan, the UK mutual financial services provider.
10/27/2025
Rothschild Martin Maurel expands into the ‘Grand Ouest’ region of France
Rothschild Martin Maurel will deploy an experienced team
10/24/2025
Arab Bank Switzerland creates wealth solutions unit for Gonet insider
Brahim Hoxha becomes global head of wealth solutions, a role which he previously held at Gonet.
10/24/2025
Arbuthnot Banking Group PLC Third Quarter 2025 Trading Update
The uncertain economic outlook has meant that lending markets have continued to observe thin volumes of business with lenders aggressively competing for transactions by offering low rates.
10/24/2025
7IM outflows drop 21% amid record platform sales
The firm said gross sales exceeded £1bn for only the second time, helping push total advised assets under management up 18% quarter-on-quarter to £17.4bn.