12/05/2025
What Pictet is focusing on in the coming year
The strong Swiss franc has dampened performance in many asset classes.
Wealth and Asset Management
12/05/2025
US markets could advance in 2026 despite headwinds, says RBC Wealth Management
Banking group sees room for stock and economic growth, even with caution advised.
12/04/2025
Wealth Enhancement Announces Acquisition of FPG Private Wealth, a Hybrid RIA with Over $532 Million in Client Assets
This partnership brings the firm's total client assets to more than $127.8 billion.
12/04/2025
AI euphoria unnerves LGT Wealth
Commenting on its portfolio positioning, the wealth manager expressed concern about the dominance of AI companies in the US indices.
12/04/2025
SEI Completes First Stage of Strategic Investment in Stratos Wealth Holdings
Business Partnership Highlights Commitment to Helping Advisors Scale and Grow
12/04/2025
Investec and L&G surpass €5bn milestone
Through this collaboration, L&G and Investec have helped broaden access to flexible term loan solutions for private market sponsors, creating one of the most established and scalable institutional funding platforms in the market.
12/04/2025
Leonteq completes transition to FRTB and publishes business update
At the same time, despite a steady improvement in client activity, Leonteq recorded a notable reversal of positive hedging contributions and expects to report an underlying loss for 2025.
12/04/2025
UBS Billionaire Ambitions Report 2025: The Rise of a New Generation
In 2025, global billionaire wealth reached an all-time high, driven by business innovation and the largest, multi-generational inheritance wave in the history of this report.
12/04/2025
SIX to Integrate SIX x-clear and BME Clearing into One International and Multi-Asset CCP
The acquisition of BME by SIX laid the foundation for a pan-European growth platform and strengthened SIX’s position in EU capital markets.
12/04/2025
Pictet backs European revival with new quant fund
Pictet Asset Management has launched the new equity strategy - Pictet-Quest European Revival.
12/04/2025
JP Morgan AM bets on semi-liquids in multi-asset alts push
The $4tn asset manager is sticking its flag in the private markets kingdom, gearing up for semi-liquid launches 'in the not-so-distant future'.
12/04/2025
Mercer Advisors acquires Glass Jacobson
The deal strengthens Mercer Advisors’ presence in the Mid-Atlantic region and expands its reach across the Baltimore and Washington.
12/04/2025
Schroder AsiaPacific Fund plc - Full Year Results
The Articles of Association require the Board to propose a continuation vote at the 2026 AGM.
12/04/2025
Gen Z Wealth Is Rising and This 8% Dividend Fund Stands to Benefit
I bring this up because it’s easy to lose sight of that these days, with the news cycle constantly amping up the fear, most recently on worries about an AI bubble.
12/03/2025
Intergenerational Wealth: The challenges of passing wealth between generations
Take the value of the UK housing stock alone that’s worth over £9 trillion.
12/03/2025
Maybank expands Schroders partnership in Singapore
Schroders and Maybank Asset Management to launch multi-asset fund into Singapore, expanding the two companies' long-standing partnership.
12/03/2025
Nedbank Private Wealth Wins at WealthBriefing MENA Awards for 10th Consecutive Year
The awards ceremony, held at the iconic Armani Hotel in the Burj Khalifa on Thursday 20th November, celebrated outstanding achievements across the Middle Eastern wealth management sector.
12/03/2025
BNP Paribas joins European consortium to launch euro-backed stablecoin
In this context, BNP Paribas is joining this consortium, now composed of ten European banks, to launch a euro-backed stablecoin compliant within MiCAR regulation.
12/03/2025
How Schroders Wealth Management is shaping the future of family wealth and stewardship
This is especially true across Asia, where family offices and ultra-high-net-worth individuals (UHNWIs) are navigating changing market dynamics
12/03/2025
Standard Chartered deepens “Now’s Your Time for Wealth” campaign with insights powered by its Chief Investment Office
Designed for affluent clients managing cross border portfolios, this phase introduces one of the most powerful and globally connected sources of market intelligence in a volatile climate.