07/28/2025
Close Brothers sells Winterflood for £104m
US-headquartered Marex Group buys influential market maker business from bank with eye on expanding presence with UK wealth managers.
Wealth and Asset Management
07/28/2025
How private banking expertise and brokerage excellence are building lasting success for 18 Bricks
Former private banker, star broker and CEO, Mohamed Rafik shares how he built up 18 Bricks
07/28/2025
Inside UBS’s mission to become a $5tn wealth manager: ‘We’re only beginning to flex our muscles’
The bank has ceded little ground in its home market since it took over Credit Suisse, but it is still struggling to hit its stride in the all-important US market
07/28/2025
Leading law firm for family wealth management at China Business Law Awards 2025
The annual China Business Law Awards are based on hundreds of nominations received from China-focused corporate counsels and legal professionals around the world.
07/28/2025
FNZ Announces Strategic Partnership with Microsoft to Accelerate the Transformation of the Wealth Management Industry
The partnership combines FNZ’s industry-leading technology, wealth management expertise and global reach with Microsoft’s advanced AI capabilities, cloud infrastructure and engineering excellence.
07/28/2025
Rathbones MPS relaunch: ‘It’s taken us a long time to get this right’
David Coombs, head of multi-asset at Rathbones Asset Management, shares the inner workings of the new MPS and its early asset allocation.
07/28/2025
SIX Reports Higher Operating Income and Improved Margin in First Half of 2025
S&P revised its rating outlook for SIX to stable.
07/28/2025
A UBS Exit Would Also Mean a Loss of Trust
For Swiss businesses, it is essential to continue relying on a knowledgeable and engaged banking partner in corporate finance.
07/28/2025
Wealth managers must focus on their multilateral world
Underpinning financial stability and market predictability, multilateralism allows family offices and private banks to support a resilient global economy through investments and philanthropy
07/28/2025
The pioneer in digital wealth management continues to grow: More clients and more assets under management at True Wealth
The number of True Wealth customers has increased to approximately 35’000, corresponding to growth within the same percentage range.
07/25/2025
Chambers High-Net-Worth guide recognizes Withers as a leading firm globally in 2025
Withers has market-leading knowledge of the intricacies of the art world.
07/25/2025
Ameriprise Financial's quarterly profit rises on higher fee income
Assets under management and the fees earned by managers depend on two factors - money flowing in and out of the funds and the performance of investments.
07/25/2025
Citi Recognized as Best International Bank in Singapore in record haul at the Euromoney Awards for Excellence 2025
Citi also named Best Investment Bank for M&A in Singapore
07/25/2025
Rathbones launches revamped active model portfolio service
The MPS will include three new in-house funds built exclusively for this range and serving as its core building blocks.
07/25/2025
City Asset Management chooses Third Financial as its platform partner
It has over £800 million in assets under management, which will transfer to Third Financial under an initial five-year partnership.
07/25/2025
Wealth Management firm Affinity opens Dubai office
Firm has established base in Jersey
07/25/2025
Carey Olsen recognised as the top offshore firm in Chambers High Net Worth 2025
Chambers and Partners is one of the world's leading reference and ranking bodies for the legal sector, delivering in-depth independent research to identify and rank the most outstanding firms and practitioners.
07/25/2025
Crédit Agricole's Strategic Expansion in Wealth Management: How the Milleis Acquisition Drives Cross-Selling, Risk Diversification, and Long-Term Shareholder Value
This deal, expected to close in the first half of 2026, is not merely about scale; it is a calculated effort to leverage cross-selling, diversify risk, and unlock long-term shareholder value in a fragmented market.
07/25/2025
Private wealth lawyers recognised for their 'personable approach' in Chambers High Net Worth 2025
This achievement underscores the firm’s exceptional depth of expertise and unwavering commitment to serving high net worth clients across the globe.
07/25/2025
Absolute return revival helps Jupiter slow outflows to £200m
Asset manager's systematic division took in £2bn over six months to 30 June this year.