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Wealth and Asset Management

12/22/2025

Amundi tokenises the first mutual fund to expand investor access

The technology and infrastructure for the tokenisation of unit-linked funds, the digital wallets for investors, as well as the digital order platform for subscriptions and redemptions are provided by CACEIS.

12/22/2025

Grandtag’s Wealth Management Outlook 2026

For many high-net-worth (HNW) and ultra-high-net-worth (UHNW) families, cross-border wealth has become the norm.

12/22/2025

UniCredit issues tokenized structured note for wealth clients

The capital protected note, indexed to Euribor 3M and tailored for professional clients, was digitized using the BlockInvest platform and registered on a public blockchain.

12/22/2025

Private markets, global opportunity, and the future of private wealth

EQT partner, private wealth leader on the reality of today’s private markets

12/22/2025

Cantonal bank creates private banking department

Thurgauer Kantonalbank is to launch the unit next year, with executive board member Tobias Hilpert to take over after his current market services division is dissolved.

12/22/2025

UBS reportedly prepares for further job reductions in mid-January

UBS is said to be approaching the final year of its Credit Suisse integration, which was acquired in a government-brokered emergency deal in 2023.

12/22/2025

Emerging Growth Patterns Driving Expansion in the Private Banking Market

Increasing client demand for personalized and sustainable financial solutions, coupled with innovations in automation and artificial intelligence, are set to shape this dynamic market.

12/22/2025

S64 and Bridgepoint join forces to launch cornerstone Open-Ended Evergreen Private Equity offering for Private Wealth

Bridgepoint Generations is the Bridgepoint Group’s cornerstone product for private wealth.

12/22/2025

Insufficient innovation: German banks are falling behind.

Only 13 percent of German financial service providers consider innovation the most important IT driver – compared to 63 percent in France and 50 percent in the UK.

12/19/2025

M&G acquires €100 million of prime Dutch logistics assets in one of Europe’s top performing market

Three modern assets strengthen the M&G European Property Fund’s logistics footprint and marks its 10th transaction in the Dutch market

12/19/2025

In the spotlight – Jonathan Hartley, director of client success, Objectway

Technology is more essential than ever for wealth management as the sector is undergoing change due to demographic shifts, increased regulation and growing expectations regarding digital client experience and engagement.

12/19/2025

J.P. Morgan Expands and Sees New Opportunities in Switzerland

It was not that Boettcher had been pessimistic.

12/19/2025

Reichmuth & Co. promotes the private banking model as an alternative to the flood of regulations.

It praises Switzerland's sound fiscal and monetary policy but criticizes banking regulation.

12/19/2025

Warburg Pincus unveils semi-liquid funds to boost wealth ambitions

The growth-focused investment house is the latest to join the evergreen fund market with vehicles in the US and Luxembourg.

12/19/2025

UHNW families prioritise values over inheritance

As the Great Wealth Transfer gathers pace over the next two decades, it seems the most valuable inheritance for many UHNW families might not be money at all

12/19/2025

Quilter Cheviot is Proud to Renew its Participation in Greening Jersey for 2026

This is not just about planting trees; it is about restoring nature across a range of habitats from woodlands to wildflower meadows and wetlands.

12/19/2025

Nikko AM launches LBO fund

Nikko Asset Management has launched a new leveraged buyout fund in Australia.

12/19/2025

Wealth Enhancement to Acquire AEGIS Financial, an Independent RIA with Over $468 Million in Client Assets

This partnership will bring the firm’s total client assets to more than $132.2 billion.

12/19/2025

Blackstone,Revolut in talks to collaborate on wealth management – report

The company is also looking to hire a private banker in the UK to manage and support relationships with high-net-worth individuals worldwide.

12/18/2025

Wipfli: Wealth Management Executives Bullish on Growth for Next Year

But there are a lot of variables that can impact growth, including how well firms can turn digital investments into real performance gains, according to the advisory and accounting firm.

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