09/24/2025
UBS Global Real Estate Bubble Index 2025: Dubai and Madrid with strongest bubble risk increase
For the study, UBS analyzed residential property prices in 21 major cities around the world.
Wealth and Asset Management
09/24/2025
UBS resolves legacy French tax matter, pays EUR835 million
As part of the resolution, UBS AG agreed to pay a fine of EUR730 million and EUR105 million in civil damages to the French State.
09/24/2025
George Holmes shortlisted for HNW Wealth Manager at the Spear’s Awards 2025
He has also been instrumental in driving the firm’s recent growth and has spearheaded a number of new initiatives that have helped to reinforce Bentley Reid’s position has a truly holistic provider of wealth management solutions.”
09/24/2025
BLKB plans to withdraw from radicant
The initial focus is on the sale of the subsidiary.
09/24/2025
US asset manager strengthens its commitment in Switzerland
The company is known for thematic investment strategies in areas such as disruptive technologies, infrastructure, commodities, and income-oriented strategies.
09/24/2025
Apollo Targets Wealthy Europeans With New Private Capital Funds
The three new funds will broaden access to Apollo’s European private credit, global diversified credit and private markets secondaries offerings, with clients able to invest in each for as little as €10,000 ($11,791)
09/24/2025
Pictet AM launches global income strategy
The Swiss asset manager’s new fund is domiciled in Hong Kong.
09/24/2025
Manulife Wealth & Asset Management to Acquire Schroders Indonesia
The acquisition will leverage both firms’ combined depth of experience and expand the range of world-class investment solutions available to clients.
09/24/2025
Wellesley Asset Management acquires Halbert Wealth in US
The transaction extends Wellesley’s geographic reach into the Austin market and adds to its range of services and investment capabilities.
09/24/2025
Apollo Expands Wealth Platform with Three Evergreen ELTIFs, Unlocking Broader Access to Private Markets
The three new products will launch under the ELTIF 2.0 fund regime
09/23/2025
Manx Financial outlines plans to grow CAM Wealth
The AIM listed Isle of Man-based financial services group saw its profits before tax increase by 16% to £4.1m for the six months ended 30 June 2025 on operating income of £18.4m and interest income of £17.7m.
09/23/2025
CTBC Bank’s smart wealth management model drives growth in client reach
Within its first year, the initiative drove a threefold increase in affluent client reach, a 20% rise in per-client annual revenue, and a 50% surge in engagement frequency, setting a new benchmark for smart wealth management in Taiwan.
09/23/2025
Saffery Trust wins international award for second year in a row
The company also pointed to investments in staff training and development, noting it has been recognised as a STEP Platinum Employer for ten consecutive years.
09/23/2025
Citi Wealth releases 2025 Global Family Office Report
The report was compiled by Citi Wealth’s Global Family Office Group, which works with over 1,800 family offices worldwide
09/23/2025
Deutsche Bank launches private markets fund for private clients in collaboration with DWS and Partners Group
Clients can access the new offering via their advisory relationship.
09/23/2025
UBS agrees to €835m payout over French cross-border business
With the payout, the banking giant resolves a case over cross-border business activities in France between 2004 and 2012.
09/23/2025
Artorius marks 10-year anniversary with Lancashire investment manager acquisition
Deal extends North West presence, brings wealth advice to new clients with assets moving to BNY Pershing.
09/23/2025
Sieg to retire as JPMorgan Advisors CEO, successor will take over immediately
The wealth management executive has headed the business since 2021
09/23/2025
Texas-based investor takes stake in James Hambro & Partners
This represents a hugely exciting opportunity for our clients and all of us here at JH&P.
09/22/2025
Bernstein Private Wealth Management Wins Best Broker-Dealer Ultrahigh-Net-Worth Service at the 2025 WealthManagement.com Industry Awards
Firm achieved "Wealthies" award for its approach to serving the complex needs of the world's wealthiest global families and family offices