03/10/2025
Treasury Partners Founder Richard Saperstein Named to the Barron’s Top 1200 Financial Advisors List
He is also a Barron’s Hall of Fame advisor.
Wealth and Asset Management
03/10/2025
Swiss private banking: identity is the ultimate competitive advantage
The answer lies in brand identity. Not the logo or tagline, but the essence of a bank’s personality — what it stands for, how it operates, and why it matters to clients and talents.
03/07/2025
Julius Baer’s Kunal Sumaya on Dubai’s rise as an investment haven for NRIs
The COVID-19 pandemic further reinforced this shift, prompting more individuals to explore residency and investment opportunities abroad.
03/07/2025
Close Brothers Asset Management renames itself ‘TrinityBridge’
The rebrand comes following completion of the sale by Close Brothers Group.
03/07/2025
Tindeco Financial Services AG Awarded “Best Wealth Management Automation Solution” by Global Private Banker
This prestigious accolade recognizes Tindeco’s revolutionary end-to-end technology that is transforming the way asset and wealth managers operate.
03/07/2025
Barclays’ £7.5 million bill joins growing list of bank IT issues
The Barclays incident alone will result in customers getting as much as £7.5 million ($9.7 million) in compensation
03/07/2025
Brickwood Asset Management Selects Northern Trust for Asset Servicing Solutions
Chosen by UK Boutique Manager as Single Strategic Provider for Front-to-Back Office Solutions
03/07/2025
Working with wealthy women: tips from some of the industry's female trailblazers
As more women control greater wealth, their importance to the industry is clear.
03/07/2025
CI Wealth adopts Conquest’s AI financial planning platform
The partnership equips CI Wealth advisors with tools for personalised financial advice.
03/07/2025
AIB GROUP PLC 2024 Annual Results
AIB announces profit after tax of €2.35 billion and total distributions of €2.6 billion
03/07/2025
The future of wealth: empowering women’s financial rise
As their influence expands, the wealth management industry must evolve its services to match their distinct investment behaviours, priorities and aspirations.
03/07/2025
Six in ten financially worse off despite rise in household wealth
Seven in ten whose situation has worsened say the cost of living has impacted their ability to manage their money (71%).
03/06/2025
Singapore’s DBS courts rich Chinese with wealth manager hiring spree
Expansion comes as other banks grow wary of customers from China after S$3bn money-laundering scandal
03/06/2025
Standard Chartered to Launch Sixth Wealth Center in Hong Kong
The bank has been expanding its network of cross-border wealth management centers, with existing locations in Taiwan and Shanghai
03/06/2025
Schroders Strategy Update and Annual Results 2024
Returning to profitable growth
03/06/2025
AlTi Tiedemann Global Expands European Presence and enters Germany with Acquisition of Kontora
Transaction expands AlTi’s European presence through entry into key wealth hub of Germany, which represents the third largest ultra-high-net-worth (“UHNW”) market in the world
03/06/2025
Amount SJP advisers owe in business loans increases to £805mn
But at the end of 2024, £81.6mn of those loans were impaired - an increase of 62 per cent on the previous year.
03/06/2025
Partners Group to acquire Australian data center provider, GreenSquareDC
GreenSquareDC recently acquired its first site in Sydney
03/06/2025
World class: Supporting International Families With UK Interests
Alex says such sweeping changes make now a particularly important time to get the right team of specialists around you.
03/05/2025
IWD: What's the gender split at private banks in Asia?
Citywire Asia reveals the ratio of women to men at relationship manager, investment professional and senior management levels, showing female representation at several private banks in the region.