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Wealth and Asset Management

05/27/2025

Hong Leong Bank Enhances HLB Private Bank and Regional Wealth Management with Strategic Alliance with Lombard Odier

Integrating A Strategic Alliance with Swiss Private Bank Lombard Odier, Key Talent Acquisitions, Development Programs, and AI Tools, the Bank is Poised to Accelerate its Regional Wealth Management Proposition

05/27/2025

Helveteq and Artex launch tracker based on Francis Bacon triptych

It's the second art-based product the two firms have launched together.

05/27/2025

Effective strategies for intergenerational wealth management

Practical insights for young and old – for those passing on their wealth and those inheriting it – from PSG Wealth’s CIO Adriaan Pask.

05/27/2025

The qualification giving a £57k boost to wealth manager salaries

Exclusive Citywire research finds private client investment managers with chartered status earn much more than those one level below them in the CISI's framework.

05/27/2025

U.S. Bank Named Official Banking and Wealth Management Partner of Premier Lacrosse League and Women’s Lacrosse League

Multi-Year Partnership Marks Strategic Investment in the Sport’s Growth Trajectory

05/27/2025

Nedbank Private Wealth Named One of The Sunday Times UK Best Places to Work 2025

Nedbank Private Wealth, with its Jersey office in St Helier, provides expert wealth management services to Channel Island residents and high-net-worth clients across the world, is the only private bank to rank on The Sunday Times UK 115 ‘Big Best Pl

05/27/2025

Close Brothers slapped with a downgrade after rocky third-quarter

The bank said fees and expenses were still at an “elevated level” in the recent quarter as net expenses jumped to £13.9m.

05/23/2025

Jupiter to cut another £15m of costs in turnaround battle

The asset manager has identified further cost cuts as part of an ongoing strategic review.

05/23/2025

Morgan Stanley Names 11 Individuals as their MAKERS Class of 2025

Nominations were solicited from employees across Morgan Stanley Wealth Management.

05/23/2025

Netwealth seeks to reshape relationships with private investors

Reflecting on her 25-year banking career, Ms Ransom says her later move into private wealth brought deeper, more personal relationships.

05/23/2025

Saltus to acquire specialist financial planning business Delta Financial Management

The acquisition represents the next step in Saltus’ long-term strategy of expanding its financial planning capabilities through the integration of high-quality, client-centric businesses.

05/23/2025

Piguet Galland accelerates its digital transformation with a new platform

The objective is to redefine the banking experience for the clients of Piguet Galland.

05/23/2025

UBS Concludes AIC’s Singapore Wealth Edition

Topics covered in the one-day event included how investors, companies and countries can navigate the current global conditions and market environment.

05/23/2025

Citywealth Forum 2025 highlights Jersey’s role in wealth management

She pointed out the advantages of Jersey as a leading IFC, such as stability, legal certainty and the excellence of infrastructure.

05/23/2025

WealthTHINK Asia 2025: Where Leaders Rethink the Future of Private Wealth

The result was a day of honest, high-impact discussion that may well shape how the industry evolves in the decade to come.

05/23/2025

Deutsche Bank and David Lynne honoured as best in corporate banking in Asia Pacific

Top accolades from The Asian Banker include Best Global Transaction Bank in APAC and Global Transaction Finance Leader of the Year

05/23/2025

LBT Holdings Ltd. Acquires Gonet Bank & Trust Limited, Introducing Bank of Nassau to Uphold the Finest Traditions of Private Banking

Effective immediately, LBT Holdings Ltd. assumes 100% ownership of Gonet Bank & Trust Limited.

05/23/2025

Bridgepoint in talks to buy wealth management firm Finzzle Groupe

The Toulouse, France-headquartered company comprises 11 operating subsidiaries.

05/23/2025

BlackRock makes raft of changes to multi-asset MyMap range

World’s largest asset manager unveils one new launch, one closure and the intention adjust an existing strategy in the UK-focused line-up.

05/22/2025

HSBC Launches One-Bank Entrepreneur Programs

Asian wealth is largely powered by money from family businesses and entrepreneurs.

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Zennor hires Baillie Gifford Senior Executive as first CEO

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UBS OneASEAN Summit 2026: Connecting global investors with on-the-ground perspectives in Southeast Asia

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03-12-2026

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Unified Managed Accounts | The Architecture of Scalable Wealth Management

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