09/25/2025
Resolution Reporting UBS
Given the ongoing integration work, FINMA, as in the previous year, is refraining from assessing the stabilization plan.
Wealth and Asset Management
09/25/2025
Crédit Agricole Corporate and Investment Bank and Indosuez Wealth Management Inaugurate New Singapore Office to Support Local and Regional Growth Momentum
This relocation aligns with Crédit Agricole Group’s long-term strategy for Asia-Pacific, driving operational efficiency, deepening synergies across business lines, and creating a future-ready environment for clients and employees.
09/25/2025
JPMorgan Adds Millionaire Wealth Offering to Dozens of Branches
The bank has put J.P. Morgan Private Client bankers in 53 branches in affluent areas of New York, Connecticut, Florida and Texas.
09/25/2025
HSBC demonstrates world’s first-known quantum-enabled algorithmic trading with IBM
Algorithmic trading in the corporate bond market uses computer models to quickly and automatically price customer inquiries in a competitive bidding process.
09/25/2025
RBC Wealth ups alts exposure with Partners Group royalties fund
The fund will be used in RBC Wealth’s alternatives model portfolio for clients in the UK and Channel Islands.
09/25/2025
Advyzon and Advyzon Investment Management (AIM) Win 2025 Wealth Management Industry Awards
Advyzon also named a finalist in six categories of the 2025 ThinkAdvisor Luminaries Awards
09/25/2025
Broadridge and WealthFeed Partner to Offer End-to-End Advisor Lead Generation and Intelligent Nurturing
New partnership enables advisors to find and automatically nurture investors as they experience key life events
09/25/2025
Global Advisory: Rothschild & Co Redburn Review - September 2025
This issue explores how solar is fuelling the prospect of a new era of cheap energy; why beauty M&A is resurging, with indie brands like rhode at the forefront; and a split-screen AI debate: scepticism over productivity gains versus the promise of age
09/24/2025
UBS Global Real Estate Bubble Index 2025: Dubai and Madrid with strongest bubble risk increase
For the study, UBS analyzed residential property prices in 21 major cities around the world.
09/24/2025
UBS resolves legacy French tax matter, pays EUR835 million
As part of the resolution, UBS AG agreed to pay a fine of EUR730 million and EUR105 million in civil damages to the French State.
09/24/2025
George Holmes shortlisted for HNW Wealth Manager at the Spear’s Awards 2025
He has also been instrumental in driving the firm’s recent growth and has spearheaded a number of new initiatives that have helped to reinforce Bentley Reid’s position has a truly holistic provider of wealth management solutions.”
09/24/2025
BLKB plans to withdraw from radicant
The initial focus is on the sale of the subsidiary.
09/24/2025
US asset manager strengthens its commitment in Switzerland
The company is known for thematic investment strategies in areas such as disruptive technologies, infrastructure, commodities, and income-oriented strategies.
09/24/2025
Apollo Targets Wealthy Europeans With New Private Capital Funds
The three new funds will broaden access to Apollo’s European private credit, global diversified credit and private markets secondaries offerings, with clients able to invest in each for as little as €10,000 ($11,791)
09/24/2025
Pictet AM launches global income strategy
The Swiss asset manager’s new fund is domiciled in Hong Kong.
09/24/2025
Manulife Wealth & Asset Management to Acquire Schroders Indonesia
The acquisition will leverage both firms’ combined depth of experience and expand the range of world-class investment solutions available to clients.
09/24/2025
Wellesley Asset Management acquires Halbert Wealth in US
The transaction extends Wellesley’s geographic reach into the Austin market and adds to its range of services and investment capabilities.
09/24/2025
Apollo Expands Wealth Platform with Three Evergreen ELTIFs, Unlocking Broader Access to Private Markets
The three new products will launch under the ELTIF 2.0 fund regime
09/23/2025
Manx Financial outlines plans to grow CAM Wealth
The AIM listed Isle of Man-based financial services group saw its profits before tax increase by 16% to £4.1m for the six months ended 30 June 2025 on operating income of £18.4m and interest income of £17.7m.
09/23/2025
CTBC Bank’s smart wealth management model drives growth in client reach
Within its first year, the initiative drove a threefold increase in affluent client reach, a 20% rise in per-client annual revenue, and a 50% surge in engagement frequency, setting a new benchmark for smart wealth management in Taiwan.