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Wealth and Asset Management

08/04/2025

Noah Holdings and ARK Wealth Hosts Inaugural Global Chinese Wealth Management and Inheritance Summit in Singapore

Shaping Resilient and Innovative Allocation Strategies for the Future

08/04/2025

French PE firm Ardian bolsters Asia wealth push with expansion plans

To grow its $30bn of managed assets in Asia, Ardian is targeting wealthy clients through the StanChart tie-up and evergreen funds.

08/04/2025

Nucleus appoints Andrew Ring as Chief Financial Officer

He replaces Alan McDonald who’s been interim CFO at Nucleus since the end of last year and will remain in role until Andrew starts.

08/04/2025

Dubai’s Hoxton Wealth completes Infinity Financial Solutions acquisition, company’s assets under management hits AED12bln

The acquisition is Hoxton Wealth's first in Asia and its largest to date, presenting a major landmark in Hoxton’s growing international footprint

08/04/2025

Asia Rising: Hoxton Wealth buys Infinity Financial Solutions

The deal will add $300 million (£225 million) in assets under management to our rapidly growing portfolio and take our total AUM to $3.3 billon (£2.5 million).

08/04/2025

Investec Switzerland buys African expat private bank business

Investec announced in 2023 that it would look to accelerate the growth and capabilities offered by Investec Bank Switzerland.

08/04/2025

Standard Chartered to launch digital platform aimed at tech-savvy, young investors

The digital platform is part of the lender’s planned US$1.5 billion investment in the wealth management business over the next five years

08/04/2025

UBS resolves legacy Credit Suisse matter with US Department of Justice

With this agreement, UBS has resolved another of Credit Suisse's legacy issues, in line with its intention to resolve legacy matters at pace in a fair and balanced way and in the best interest of all its stakeholders.

08/04/2025

Assessing implications and next steps for the Swiss tariff shock

The move came as a surprise as the Swiss government was engaged in reportedly constructive negotiations with the Trump administration in July and hadn’t received a prior tariff notice.

08/04/2025

BUX launches Europe’s first self-directed active ETF portfolios in partnership with J.P. Morgan Asset Management: BUX Prime Investment Plans

With this launch, BUX becomes the first neobroker in Europe to make actively managed multi-asset ETF portfolios available to retail investors in the form of automated, self-directed Plans.

08/04/2025

‘Business-friendly’ approach applauded by Peregrine Wealth

Guernsey’s ‘business-friendly’ environment has been praised by the directors of Peregrine Wealth, as the group celebrates 25 years since the launch of its first Guernsey-domiciled fund.

08/01/2025

SJP claws back £85m after reviewing ongoing advice compensation

This came after reviewing new industry guidance around ongoing financial advice services, issued by the FCA in February 2025.

08/01/2025

Societe Generale: Second quarter and first half 2025 results

For the first half of 2025, an interim dividend of EUR 0.611 per share will be paid on 9 October 2025

08/01/2025

Brookfield Infrastructure Partners

Brookfield Infrastructure Reports Solid Second Quarter 2025 Results

08/01/2025

Where Do Switzerland's Private Bankers Celebrate August 1st?

According to the paper, Renaud de Planta and, more recently, Bertrand Demole have left Switzerland

08/01/2025

7IM works with fintech Tikker - supporting advice firms with operational resilience

The time taken between making an adjustment and executing it could span multiple trading windows.

08/01/2025

OCBC Group First Half 2025 Net Profit at S$3.70 billion

Interim dividend of 41 cents declared

08/01/2025

CIC (Switzerland) achieves a net result of CHF 25.2 million - despite a tense macroeconomic environment

This weakening is due to a lower interest margin – a consequence of interest rate cuts and the tense situation on the Swiss money market. I

08/01/2025

Strategic partnerships at the heart of Eurobank’s wealth management transformation

These initiatives reflect Eurobank’s commitment to deepening client engagement, professionalizing portfolio solutions and enhancing both service quality and overall client experience.

08/01/2025

Praxis’ Private Wealth teams recognised in Chambers High Net Worth Guide 2025

The recognition is an independent endorsement of Praxis’ technical expertise and consistent client-first delivery.

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UBS Tests Ethereum for Regulated Banking Applications

06-23-2026

Callan Family Office Named to Inaugural CNBC Elite Advisors List, Recognizing the Nation's Leading Ultra-High-Net-Worth Advisory Firms

06-23-2026

Hong Kong’s Proposed Reform of the Family Office Tax Regime: A Major Step Toward a Multi-Asset Investment Platform

06-23-2026

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06-23-2026

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06-24-2026

Continuity and future: Peter Schirmbeck hands over the chairmanship of the board of directors of DZ PRIVATBANK Switzerland to Arasch Charifi

06-26-2026

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06-26-2026

BNP Paribas Asset Management Alts announces the appointment of Karim Malak as CEO of The Boost Society

06-25-2026

Finalists revealed for the 2026 Australian Wealth Management Awards

06-30-2026

Can technology regain its poise?

06-30-2026

Sygnum Europe Leverages Global Banking Platform and Products In Expanded EU Market Access

06-30-2026

Lombard Odier’s Jack Siu backs convertibles for protection and performance

06-30-2026

Front Office: Brent Neale

06-30-2026

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