11/04/2025
Strategic Acquisition: Geneva Multi Family Office Grows Zurich Footprint
The deal, already approved by Swiss regulator Finma, brings all Amasus operations under the Amadeus Capital brand.
Wealth and Asset Management
11/04/2025
Union Bancaire Privée Opens New Office in Saudi Arabia and Appoints Head to Lead Local Growth
Based in Riyadh, Mishal will oversee UBP’s operations in the Kingdom, driving local client engagement, expanding partnerships, and delivering valuable wealth management solutions aligned with Saudi Arabia’s Vision 2030.
11/04/2025
Titanbay and Adams Street Announce Private Wealth Solutions Partnership
This partnership allows us to operate in the private wealth channel in a way that reflects our institutional standards
11/04/2025
Focus Wealth Management's Michael Kosmalski Recognized at 2025 Canadian Hedge Fund Awards
The recognition underscores Kosmalski's disciplined investment approach and commitment to delivering strong, risk-adjusted returns for clients of Focus Wealth Management.
11/04/2025
Attract through stability, convince through expertise
In a Europe plagued by high levels of debt and growing political polarisation, Luxembourg appears to be an island of tranquillity in the middle of an ocean of instability.
11/04/2025
UBS executes first live tokenized fund transaction leveraging the Chainlink Digital Transfer Agent technical standard
UBS Tokenize and DigiFT showcased a live, in-production tokenized fund transaction that leverages the Chainlink Digital Transfer Agent (DTA) technical standard to complete the first-ever subscription and redemption request of a tokenized fund.
11/04/2025
Wealth management consolidators advised to review practices
Budd said the review could have an impact on how deals are done in future.
11/04/2025
AUM and asset flows update for the three months ended 30 September 2025
Evelyn Partners reports record £67.0 billion in AUM, with £2.1 billion of gross new assets in Q3 2025
11/04/2025
CBH Marks 50 Years – A New Chapter Beyond Swiss Private Banking
Our roots lie in the tradition of Swiss private banking, but our outlook is global.
11/03/2025
SJP FOS complaints jump 194% in H1 2025
The wealth manager saw 1,426 complaints made in H1 2025
11/03/2025
Citizens Private Bank Deepens Southern California Presence with New Los Angeles-Based Team
This milestone follows a period of strong growth for Citizens Private Bank, which recently announced $12.5 billion in deposits and $5.9 billion in loans, amidst thriving momentum across California.
11/03/2025
Alpha Wealth Group Unveils 2025 Legacy and Prosperity Frameworks for Global Families
As global dynamics continue to evolve, Alpha Wealth Group remains at the forefront of private advisory services, pioneering new frameworks for legacy preservation.
11/03/2025
Opinion: “Passing on wealth isn’t merely a numbers game; it’s a battle against human nature”
Asia has a long history of producing wealthy families and the recent decades have seen a significant and rapid increase in family wealth due to economic growth and globalisation.
11/03/2025
UBS and Young Investors Organization Shape NextGen Wealth Leaders
Under the new agreement, UBS becomes the exclusive financial services partner of the YIO – the world’s leading network for next-generation wealth holders and innovators.
11/03/2025
Carlyle Reports Third Quarter 2025 Financial Results
The Board of Directors has declared a quarterly dividend of $0.35 per common share to holders of record at the close of business on November 10, 2025, payable on November 19, 2025.
11/03/2025
Suntera Global secures top tier position in latest trust companies rankings
Global growth strategy and focus on service quality recognised in latest industry list
11/03/2025
Empowering next gen wealth creators through behavioural finance
Alexander emphasises the need for empathy, effective communication, and tailored approaches to meet the unique needs of clients
11/03/2025
BRI Wealth Management acquires FutureFocus Advisory
FutureFocus Advisory founder to retire
11/03/2025
How Advisors Can Win In The Great Wealth Transfer
The question isn’t whether the wealth transfer is coming—it’s whether financial advisors will still be standing when it does.
11/03/2025
Bentley Reid announces Dubai office opening
DFSA Category 4 licence allows Bentley Reid to arrange and advise on its holistic wealth management services from DIFC