04/28/2025
BOS' Leong Guan Lim: EAM business is fastest growing unit
The bank has doubled its specialised unit to over 50 and made recent team head hires in Hong Kong, Singapore and Dubai as it looks to strengthen its EAM capabilities.
Wealth and Asset Management
04/28/2025
Inside the board seat squabble at heart of GAM/Fermat spat
Fallout between Swiss asset manager and one of its longest-running sub-advisors may have stemmed from governance battle on hedge fund vehicle.
04/28/2025
TISE shareholders demonstrate strong support for proposed acquisition by Miami International Holdings
The Acquisition is to be implemented by means of a scheme of arrangement under Part VIII of the Companies (Guernsey) Law, 2008 (as amended) (the Scheme).
04/28/2025
Traditional Zurich bank makes profit jump
The bottom line is that net profit increased from CHF 9.8 million (2023) to CHF 11.8 million, an increase of 18.7 percent.
04/28/2025
UK fund manager Schroders to invest more in Hong Kong as trade war ups demand, CEO says
‘When we think about where wealth is growing the fastest, it is in Asia,’ Richard Oldfield says
04/28/2025
Bil: the trail of a refocus on private banking
Although the facts may eventually disprove it, the hypothesis of a forthcoming change of hands is circulating insistently about the doyenne of the national banking sector.
04/28/2025
HSBC AM launches emerging market equity strategies for UK investors
It aims to capture approximately 85% of the free float-adjusted market capitalisation in each country.
04/28/2025
Harbourfront Wealth takes over KJ Harrison & Partners
With this acquisition, Harbourfront Wealth's total assets under administration will be nearly C$11bn (approximately $7.9bn).
04/28/2025
Belfast Wealth Management Firm Tops St. James’s Place Global Rankings
Its client base has also seen remarkable growth increasing from 866 to 1,175 over the past year due to a combination of acquisitions and organic business expansion.
04/28/2025
Property billionaires and top Goldman banker add to UK wealth exits
Due to unease over new tax regime.
04/25/2025
HSBC Launches Wealth Center in Singapore
This is the second of three dedicated wealth centers planned by HSBC for 2025.
04/25/2025
UBS Private Wealth Advisor Jason Stephens named to Forbes America's Top Wealth Advisors and Forbes Best-In-State Wealth Advisors lists
Together with his team, The Stephens Group at UBS, Jason has provided comprehensive wealth management, legacy planning and philanthropic strategies to ultra-high-net-worth clients in southwest Florida for more than 25 years.
04/25/2025
Private banking in Switzerland: trusted partners in times of uncertainty
The reversal of these tariffs has only added to the uncertainty, with nations and businesses scrambling to adapt.
04/25/2025
CapIntel partners with wealth firm to integrate proposal tools into advisor platform
Richardson Wealth integrates CapIntel system to assist advisors with client-facing proposals
04/25/2025
Butterfield Reports First Quarter 2025 Results
The return on average common equity for the first quarter of 2025 was 20.9% compared to 22.9% for the previous quarter and 21.5% for the first quarter of 2024.
04/25/2025
Utmost Group plc Full Year Results 2024
Transformational year with the acquisition of Lombard International and entry into the BPA market
04/25/2025
Govt directs 80% of PrivatBank's net profit for 2024 to state budget, 50% to Oschadbank
As reported, according to unaudited reporting, state-owned PrivatBank increased its net profit in 2024 by 6.3%
04/25/2025
The future of private banking in the Middle East: Five trends leading the new era
Family wealth in the Middle East is entering its second – and, in some cases, third – generation at a time of rapid regional transformation.
04/25/2025
Treasury chief Bessent’s briefing to private bank event draws scrutiny
Experts say Bessent didn’t violate any rules and that the customs and conventions around such private talks are murky
04/25/2025
Julius Baer launches CIO office sales unit
Beyazit Guzelyagdoken takes charge of the new team, which focuses on discretionary mandate sales.