03/03/2025
Standard Chartered expands UAE private banking team
The new team members will report to Nash Mithani, market head, private banking, UAE and head, Global South Asia Community.
Wealth and Asset Management
02/28/2025
15 Rich and Famous People Who Were Born Wealthy
Either way, these stars have used their talents to pave their own road to riches.
02/28/2025
Raymond James strengthens private capital business and investment offerings, announces two appointments
Reorganized Capital Markets team will deliver customized financing strategies for companies and owners, new Private Markets Strategy role will develop and lead offerings across Private Wealth
02/28/2025
Aquiline to Acquire SEI’s Family Office Services Business
SEI’s Archway Platform is designed to streamline family office operations and deliver advanced financial reporting for ultra-high-net-worth families.
02/28/2025
Shaping the Future of Wealth Management: Key Trends for 2025 and Beyond
At the same time, the generational shift among investors will demand a new level of digitalisation.
02/28/2025
Sage Wealth Management signs new lease on Hexham office
Sage Wealth Management are aiming to reinforce their business commitment to the community and strengthen the Hexham team.
02/28/2025
Perpetual profit crashes following KKR deal falling through
While no break fee was triggered, KKR has left the door open to pursue further damages.
02/28/2025
Leonteq publishes agenda for the Annual General Meeting 2025
The Board further proposes the election of Sylvia Steinmann as a new independent member of the Board of Directors.
02/28/2025
Bank Avera achieves positive business results in 2024
The year 2024 will be remembered as a year full of conflicts and political crises, with increasing geopolitical risks.
02/28/2025
A new era for fixed income investors
That also presents investors with a potential opportunity in fixed income.
02/28/2025
Nomura to Establish Banking Division
Nomura recognized the importance of enhancing its efforts to provide a diverse range of high-quality services through its Banking businesses.
02/27/2025
Flanks Raises €14m to Automate Wealth Management for Next-Gen Advisory
The funding will be used to further accelerate the company’s growth into Europe and drive continued development of Flanks’ technology platform.
02/27/2025
Elevation Point acquires minority stake in Triton Wealth
The firm, which manages over $225m in assets, caters to business owners, professionals, and retirees, offering services from high-net-worth to mass affluent clients.
02/27/2025
Rockefeller Global Family Office Welcomes San Francisco-Based Meyer DeMartini Wealth Partners
The team is led by Managing Director and Private Advisor Lorna Meyer, who brings decades of experience providing advisory services and holistic solutions to high- and ultra-high-net-worth clients.
02/27/2025
Raiffeisen with very good annual results – second highest profit, growth in investment and corporate customer business
The bank's customer business continued to develop positively.
02/27/2025
St. James’s Place Full Year Results 2024
2024 presented a mixed environment for UK consumers.
02/27/2025
Jupiter suffers £10bn hit on Whitmore and Chrysalis blows
Full-year results reveal the impact of Ben Whitmore’s exit and the loss of the Chrysalis investment trust last year.
02/27/2025
Brooks Macdonald’s MPS arm offsets bespoke outflows
Clients pulled money from bespoke portfolios ahead of last October’s Budget, while MPS offering continued to attract flows.
02/27/2025
Strategic M&A in wealth management: trends and best practices
A notable trend is the increasing demand for personalised, tech-enabled services, prompting firms to invest in digital platforms and analytics.
02/27/2025
Capital markets and wealth management drive CIBC's first quarter beat
The year-over-year increase in PCLs was primarily due to a worsening economic outlook, including the uncertainty linked to the tariffs, the bank said.