06/11/2025
VG Celebrates Two Rising Stars in eprivateclient NextGen Leaders 2025
They have 20 years between them and have successfully demonstrated their superior level technical and people skills and have enjoyed rapid career progression at VG.
Wealth and Asset Management
06/11/2025
EIB triples financing for banks to provide liquidity to SMEs in the supply chain of Europe’s defence industry, signs first deal with Deutsche Bank
The EIB is also triggering the new facility through an inaugural agreement with Deutsche Bank, providing long-term liquidity earmarked for security and defence investment projects.
06/11/2025
Julius Baer Group Ltd. to redeem Perpetual Tier 1 Subordinated Bonds issued 25 June 2019 on first call date
Julius Baer assesses redemption and refinancing decisions on an individual basis, weighing economic considerations such as prevailing market conditions, regulatory capital requirements, and its own capital planning.
06/11/2025
Norges Bank and Banca Mediolanum to back Mediobanca's bid for Banca Generali
It must gain shareholders' approval to pursue the Banca Generali deal in a meeting next Monday, June 16.
06/10/2025
StanChart: UAE Becoming Important Wealth Contributor
In December last year, Standard Chartered announced its target of attracting $200 billion of net new money over the next five years for its wealth management unit.
06/10/2025
Nordnet Launches Major Private Banking Initiative – Aims to Become a Leader in Sweden
In addition to the new customer categories, Nordnet's Private Banking service has received a new design, updated prices for stock trading, and a progress bar showing the customer's position between the different categories.
06/10/2025
Harneys wins Specialist Wealth Management Award from WealthBriefingAsia
The awards celebrate the best in the wealth management industry, recognising outstanding achievement, innovation, and excellence across various categories.
06/10/2025
LGT recognised at the PWM Wealth Tech Awards 2025
At the 2025 awards, LGT – participating for the first time – was recognised as Best Private Bank for ESG Technology.
06/10/2025
Oakglen Wealth acquires Homebuyer Financial Services Limited
This strategic acquisition will expand Oakglen Wealth’s offering for clients to include comprehensive financial and retirement planning, alongside its core wealth and investment management services.
06/10/2025
Marsh McLennan’s Mercer to acquire Fundhouse
The acquisition will strengthen Mercer’s capabilities and expand its presence in the UK wealth management sector
06/10/2025
Brooks Macdonald launches Retirement Strategies to deliver clarity, choice, and confidence to advisers and clients
These strategies address the growing need for hybrid retirement products that combine sustainable income with growth while catering for different individual circumstances and levels of complexity.
06/10/2025
Tatton AM sees record £3.7bn inflows
AUM also increased by 24%
06/10/2025
Amundi plans 50 layoffs in Italy by year-end
The cuts, which represent 13.8% of the Italian staff, are part of Amundi's strategy to meet savings goals.
06/10/2025
Swiss bank customers: Dissatisfaction with interest rates is the greatest
In this year's representative online survey, the comparison service moneyland.ch examined the satisfaction of the Swiss population with their banks and banking products.
06/10/2025
Aspen Wealth Management Named a Gold Winner by Fort Worth Star-Telegram’s 2025 DFW Favorites.
The team at Aspen Wealth Management are dedicated to helping clients achieve their financial aspirations through personalized financial planning, tax planning, investment management, and retirement strategies.
06/09/2025
Mobile millennial millionaires pose threat to wealth managers
Private bankers are adopting new strategies to retain rich young clients
06/09/2025
More people managing personal wealth through active, bespoke investment management services
Almost all (93%) wealth managers and advisers who offer a bespoke investment management service typically use it to manage no more than a quarter of a client’s wealth.
06/09/2025
Nomura to Shut Branch in China as It Scales Back Wealth Business
The company’s brokerage subsidiary plans to shut its branch in Zhejiang province by the end of the year
06/09/2025
Chilton Trust Offers Suite Of Funds For HNW Investors
These “investment strategies are designed to deliver exposure to investment opportunities that may otherwise be inaccessible to investors.
06/09/2025
Macquarie Asset Management wins at the 2025 Financial Standard Investment Leadership Awards
The Financial Standard Investment Leadership Awards recognise investment strategies that showcase qualities investors are looking for in an investment manager.