06/06/2025
Binah Capital Group Announces PKS Investments as Finalist in Two Categories for the 2025 Wealth Management Industry Awards
Dual Recognition Underscores Binah’s Unmatched Commitment to Leadership and Operational Excellence
Wealth and Asset Management
06/06/2025
Small bank with a big history: Where is Quilvest heading?
This is a small detail on the city map – both addresses are less than a five-minute walk apart.
06/06/2025
Call in the consultants: Inside SJP’s stunning turnaround
Catch up on the top news in wealth management this week
06/06/2025
Big 4 bank bids farewell to financial advice industry
This was led by CBA Group, which has officially lost all its advisers as a result of the LGT Crestone deal finalised this week.
06/06/2025
Canaccord posts $461M Q4 revenue
Global wealth management operations earned $238.9 million
06/06/2025
How pe-backed buyers are reshaping wealth management's future
The smartest sellers are prioritizing integration support, not just payout multiples, says industry head.
06/06/2025
The Wealth Formula: How Much Is One Minute of a Market Emperor Worth?
Many billionaires across crypto, fintech, and traditional markets are literally printing millions — not by clicking a mouse, but simply by staying alive.
06/06/2025
JP Morgan on a hunt for Leeds private bankers
The private bank is looking to grow its Yorkshire proposition.
06/06/2025
UAE emerging as world's new wealth, investment hub; here's why
In the post-pandemic period, the country has seen record millionaires migration from around the world
06/05/2025
FNZ under pressure after investors cash in on recent capital raises
This has triggered what some insiders describe as a “significant and unfair” dilution of their holdings.
06/05/2025
North America high-net-worth individual population surges, while Europe and Middle East shrink
The data indicates that alternative investments[2], such as private equity and cryptocurrencies, are now an established presence in HNWI holdings, representing 15% of their portfolios.
06/05/2025
Hong Leong Asset Management and Hong Leong Bank Launch Hong Leong All Roads Funds in Strategic Partnership with Lombard Odier
The funds leverage the expertise of Lombard Odier, a globally renowned private bank and asset manager, as the strategic alliance partner of Hong Leong Bank and target fund manager.
06/05/2025
Fifth Third Private Bank Recognized as Best for High Net Worth Clients for Fourth Consecutive Year
In addition, the Private Bank was named Best Private Bank for Succession Planning in the Americas for the second year.
06/05/2025
Evelyn Partners Becomes Official Partner and Official Wealth Management Partner of the Athlete Investor Summit
The tie-up reflects the wealth manager’s deepening support for athletes in the sports sector as part of a wider mission to embrace what’s next for individuals, their money and the wider world
06/05/2025
Bank Syz strengthens investment leadership team with a series of senior strategic hires
These appointments reflect that ambition—ensuring clients benefit from high-quality investment advice and sustained access to distinctive, forward-looking opportunities.
06/05/2025
The ZKB promotes the canton of Lucerne to the highest league
And the rising star is the canton of Lucerne.
06/04/2025
ARC Wealth Indices Estimates
Investors with a bias towards growth were back in the ascendency, with global growth stocks outperforming their value counterparts by around 6 percentage points.
06/04/2025
Lyceus Group Named Finalist for “PR Campaign of the Year” at 2025 Wealth Management Industry Awards
Nomination recognizes Lyceus Group’s strategic communications campaign for Clough Capital in the asset management space
06/04/2025
Julius Baer shutters Qatar office, prepares Abu Dhabi launch
The Swiss wealth manager is doubling down on UAE expansion 20 years after opening in Dubai
06/04/2025
Hoxton Wealth secures over £1mn in tax refunds
The firm said recovered funds can play a key role in helping clients bolster retirement savings, fund education, or reinvest in other financial goals.