07/21/2025
Merger Creates Agile Asia Platform for Entrepreneurial Wealth
The combination will create a powerful, tech-driven family office platform with a sharp entrepreneurial edge.
Wealth and Asset Management
07/21/2025
Morgan Stanley Wealth Management Pulse Survey Reveals Surge in Bullishness as the Market Enters Q3 in Positive Territory
The survey explored investor views on sector opportunities for the third quarter of 2025
07/21/2025
Financial planning service launched by Oakglen
The new service is a result of the integration of Jersey-based advisory firm HBFS into the Oakglen Group and its wealth management platform.
07/21/2025
Eton Solutions Secures $58M Series C to Bring AI-Driven Wealth Management Technology to the World’s Leading Family Offices, PEs and Funds
Navis Capital Partners Leads Round to Accelerate AI innovation and Global Expansion of Solution That 800 Families Use to Manage More Than $1 Trillion in Assets
07/21/2025
Karl Reichmuth: «UBS Should Make its Investment Banking Independent»
This would limit the risks for Switzerland and set the course for a more market-oriented economy.
07/21/2025
WealthArc now connects to over 140 custodian banks worldwide, solving the toughest data challenge in AI-driven wealth and asset management.
New-generation data feeds across Switzerland, the US, UK, Monaco, and the Bahamas mark a major leap in global coverage.
07/21/2025
Banque Heritage reports solid results in a challenging environment
Growth of assets under management helped offset the impact of the Swiss franc’s significant appreciation against the US dollar, as well as a generally less favourable interest rate environment.
07/21/2025
The UK is losing wealth creators at an alarming rate
The uncertainty is being fuelled further by speculation around a wealth tax.
07/21/2025
$48,000,000,000 Wealth Management Firm Sees S&P 500 Heading to Massive Price Target Triggered by AI Adoption, Disinflation and More
In a new CNBC interview, the Indianapolis-based Sanctuary Wealth says conditions are conspiring to push risk assets such as the stock market to new record-high levels by the end of the year.
07/18/2025
Masttro Partners with Arch to Enrich Alternative Investments Reporting and Total Portfolio Visualization for Ultra-High-Net-Worth Families
Integration will streamline workflows and automate processes for tracking, managing and reporting on alternative investments
07/18/2025
A new chapter of leadership at CPW
Stephen will be conducting a detailed handover with David as he transitions into his new role.
07/18/2025
JP Morgan Private Bank hires investment team head in Zurich
Simone Grüninger joins the US giant after tenures at UBS and Credit Suisse.
07/18/2025
FNZ strengthens partnership with ANZ through new digital platform enhancements
The enhancements include the introduction of New Zealand’s first Virtual Banking solution and a market-leading FX API, both designed to increase efficiency, reduce risk, and accelerate investment transactions.
07/18/2025
Wesleyan accelerates platform push with FNZ partnership
Wesleyan’s Smoothed With Profits Fund is designed specifically to sit on independent adviser platforms
07/18/2025
Schaffhausen Cantonal Bank Half-Year Report 2025
The significantly lower interest rate level had a particularly negative impact.
07/18/2025
Deutsche Bank scoops 11 Euromoney awards globally
Established over 30 years ago, the Euromoney Awards are considered the most prestigious awards in the financial industry.
07/18/2025
Growth, succession, and tailor-made services: Iván Basa explores our unique positioning in Spain
The Managing Director explains that Valencian autonomy provides a framework for legal certainty, which is extremely attractive to investors from both a domestic and international point of view.
07/18/2025
RBC Wealth Management partners d1g1t for performance and risk analytics tech
RBC has also led a new investment round in d1g1t with support from JAM FINTOP to help fuel the fintech's US expansion plans.
07/18/2025
Hong Kong's growing asset and wealth management AUM and tax reforms poised to attract global asset managers in 2025, says KPMG
Unified Funds Exemption (UFE) refinements, strong IPO market, and virtual asset regulatory clarity enhance industry competitiveness
07/18/2025
Maridea acquires Pinnacle Wealth Management
Brian Sheehy, founder of Pinnacle, is set to join Maridea as a senior investment advisor.