04/23/2025
$1 Trillion of Wealth Was Created for the 19 Richest U.S. Households Last Year
That’s more than the value of Switzerland’s entire economy.
Wealth and Asset Management
04/23/2025
Hoxton Wealth registers $3bn in AUM with a commitment to further growth
The firm continues to grow across all key markets, offering advisory solutions tailored to individuals and families.
04/23/2025
Tatton seeds two HSBC EM index funds
HSBC Asset Management launches two new emerging market funds for UK investors.
04/23/2025
Apollo, Blackstone anchor $4bn private credit deal for Thoma Bravo’s Jeppesen deal
The seven-year unitranche loan, which consolidates first- and second-lien debt into a single structure, is expected to price at 475 basis points over the benchmark rate.
04/23/2025
50% of advisers seeing higher client demand as wealth tax uncertainty bites
This renewed appetite from clients is not considered a passing trend either.
04/23/2025
Staying Personal, Staying Nimble: How Bordier is Shaping the Future of Boutique Private Banking
She shared how Bordier continues to embrace a high-touch, family-office mindset while exploring new areas such as digital assets and maintaining a firm commitment to the regulatory integrity of the Singapore market.
04/23/2025
HSBC's Tommy Leung: Clients reassessing US dollar exposure
For UHNW clients in particular, hedging activity has picked up
04/23/2025
Carson Acquires $150M Carson Wealth Orlando Location
The office, led by Scott Cadwell, plans to use Carson’s M&A resources to expand in the Southeast.
04/23/2025
Altruist Raises $152M Series F Led by GIC to Accelerate Innovation for Growth-Oriented RIAs
The round, led by GIC, follows a banner year of product launches, executive expansion, and continued momentum as Altruist solidifies its place among the top three custodians
04/23/2025
Blackstone Lends $368 Million for Luxury Oslo Property Portfolio
It is the first time Blackstone has lent against Norwegian real estate and underscores the increasing competition from alternative debt capital providers in Nordic real estate, a region traditionally dominated by local banks.
04/22/2025
Macquarie Group announces agreement to divest Macquarie Asset Management’s public investments business
The transaction is subject to regulatory approvals
04/22/2025
UBS to invest nearly Rs 2,000 crore in 360 ONE WAM via warrants; strategic wealth tie-up announced
This investment is expected to strengthen 360 ONE WAM’s capital position while marking a long-term strategic alignment with UBS, one of the world’s most prominent global financial institutions.
04/22/2025
Brookfield Signs Landmark Agreement to Transform Barclays' Payments Business
This marks the first transaction for Brookfield Financial Infrastructure Partners (BFIP) and brings together one of the U.K.’s largest private investors
04/22/2025
EFG International Sets Up Asia Desk in London
The Swiss private bank EFG International is stepping into the breach.
04/22/2025
UBS enters into an exclusive strategic collaboration with 360 ONE WAM on wealth management in India and international markets
Strategic collaboration will enhance the wealth management solutions available to global Indian clients
04/22/2025
Baloise and Helvetia merge to form the second largest insurance group in Switzerland and create a leading European insurer
The combined company will thus be strengthened for a new chapter of focused, profitable growth.
04/22/2025
Canton of Lucerne adopts owner strategy 2025 of Luzerner Kantonalbank AG
In its ownership strategies, the Canton of Lucerne sets out the intentions it pursues with its investments.
04/22/2025
SNB: After a decent first quarter, things are getting rough
UBS comes to the at first glance surprising finding that the SNB will report a profit of between CHF 5 billion and CHF 15 billion in the first quarter of 2025.
04/22/2025
Unlocking the power of unified managed households (UMH)
The opportunity to integrate UMH solutions within banking and trust services is not just a nice-to-have, it’s a must-have.
04/22/2025
Shackleton acquires asset management business from Irwin Mitchell
The focus of the new division will be to help clients who have suffered life-changing injuries plan for their future by offering tailored financial planning and investment advice.