06/13/2025
JP Morgan tops advisory record
Head of JP Morgan Advisors Phil Sieg adds that these advisors are trusted partners to their clients, and the milestone speaks to the strength of that partnership.
Wealth and Asset Management
06/13/2025
AFH Wealth Management nets £250M debt refinancing from Ares
Sources said that the AFH has nearly doubled its EBITDA since the take-private, and the repricing highlights strong support from Ares as the business continues to expand.
06/13/2025
Sarah-Louise Mason shortlisted in Citywealth's Future Leaders Awards 2025
In its eleventh year, the Future Leaders Awards champions young professionals in the wealth sector and highlights the leaders under forty of today and tomorrow.
06/13/2025
Private Wealth Network Returns to New York
This week, we hosted the second event for our Private Wealth Network, a series led by Philip Pirecki, Jersey Finance’s Lead in the Americas.
06/13/2025
BBH: Institutional investors and wealth advisors feel the need to 'catch up'
BBH surveyed 500 global institutional investors and found that most are planning to boost their allocations to private markets broadly in the next two years.
06/13/2025
Rising technology demand in HK and Singapore wealth hubs
Individual investors in the two cities are turning to digital wealth management, according to an Allfunds/Quinlan study.
06/13/2025
Blackstone's Solotar: Combining public/private still 'clunky' for wealth buyers
Joan Solotar says it's not as easy as it seems for wealth firms to weave together public and private assets, and that’s where the alts giant sees a new opportunity.
06/13/2025
Investors turn to active management amid heightened geopolitical volatility: Schroders Global Investor Insights Survey
These findings follow significant market volatility earlier this year, largely triggered by the US Government’s decision to introduce wide-ranging trade tariffs.
06/12/2025
Regions Wealth Management Receives Two Top Industry Awards
Global Private Banker honors Regions with Best Trust Services by a Private Bank and Best Wealth Planning Execution at the Global Private Banking Innovation Awards 2025.
06/12/2025
Three-pronged approach guides Niven’s £4bn multi-asset team through tariffs
Being nimble, regularly rebalancing risk and staying on top of sustainability have helped Citywire AA-rated Paul Niven and the Columbia Threadneedle UMAP team navigate Trump's 'Liberation Day'.
06/12/2025
Predicting the flame: how AI is reshaping our response to wildfires
Though a natural feature of many ecosystems, the frequency, scale, and impact of wildfires are intensifying.
06/12/2025
Nine Wealth Management achieves CISI Chartered Firm™ status
CISI Chartered Firm™ status is awarded when a financial services firm demonstrates commitment to the highest levels of professionalism.
06/12/2025
From haute cuisine to wealth wisdom: Inside DBS Bank’s new vision for private banking
For the bank’s Carol Wu, the future of wealth management is as much about curating experiences as it is about crunching numbers
06/12/2025
Opening Up Wealth: Reflections from the Lang Cat AdviceTech Forum
The firms presenting that day brought forward practical, creative solutions to real problems, and the discussions reflected a collective ambition to move the industry forward.
06/12/2025
Baloise Swiss Property Fund: Issue conditions of the planned capital increase 2025
The capital increase is intended to generate additional funds to be used to acquire a real estate portfolio of up to eleven properties for a purchase price of up to CHF 209.6 million.
06/12/2025
Asset Managers Seek Recipe for Further Growth
The assets under management (AuM) of Swiss asset managers grew significantly last year, primarily due to market developments.
06/12/2025
Siebert invests in wealth management platform FusionIQ
The alliance will integrate FusionIQ's technology into Siebert, aiming to improve its digital services and investment workflows.
06/12/2025
Welsh SJP partner firm gains Chartered Firm status
Nine Wealth Management is a partner firm with St James’s Place and specialises in working with senior corporate executives.
06/11/2025
Banco Sabadell consolidates its private banking model and obtains turnover of more than 66 billion euros
Customer satisfaction levels are at an all-time high thanks to the close support offered and confidence instilled by the bankers
06/11/2025
Liontrust enhances trading operations through strategic collaboration with BNY
Liontrust’s UK-based traders to join BNY’s Buy-Side Trading Solutions team