04/04/2025
Cary Street Partners buys wealth manager Keene & Dorchak
This expansion strengthens CSP’s foothold in Texas, complementing its existing offices in San Antonio and Austin.
Wealth and Asset Management
04/03/2025
Morgan Stanley Nabs $1B Team From UBS
Their combined assets under management at UBS were about $1 billion, with $10 million in annual revenue.
04/03/2025
LGT wins 12 awards at the Euromoney Global Private Banking Awards 2025
This year, LGT enjoyed another outstanding performance, taking home a total of 12 awards.
04/03/2025
Why expats and wealth managers are drawn to the Middle East
This is due to their government’s actively trying to attract more wealthy individuals and businesses as they transition away from having a predominantly oil-based economy.
04/03/2025
BEA Private Banking: A Focused Approach to Expansion Under Regional Head Jaye Chiu’s Leadership
In this interview, he shares his vision, key priorities, and insights into how BEA plans to stay ahead in an evolving wealth management landscape.
04/03/2025
Marcus Slöör becomes new member of the Executive Board of Zuger Kantonalbank
As Head of the Wealth Management Department, he will be responsible for the Private Banking and Wealth Services divisions, as well as the bank's Investment Office.
04/03/2025
Quilter Cheviot Europe launches three new funds
The funds are aligned to the core Quilter Cheviot asset allocation models, which serve as a guide for its discretionary portfolio service.
04/03/2025
UBS recognized as “The Middle East’s Best for Family Office Services” in Euromoney’s 2025 Private Banking Awards
UBS received 22 awards across various categories
04/02/2025
Arbuthnot Latham named Private Bank of the Year at the 2025 COLWMAs
We are honoured to be recognised as Private Bank of the Year at the 2025 COLWMAs
04/02/2025
Origin Private Office in collaboration with Aldar Development unveils exclusive investment opportunities in Abu Dhabi
This collaboration leverages the expertise of Origin Private Office in identifying exceptional investment opportunities for their clientele, alongside Aldar Development's portfolio of world-class properties.
04/02/2025
Cazenove Capital named as ‘The UK’s Best Wealth Manager’ in the Euromoney Private Banking Awards 2025
We are pleased to announce that Cazenove Capital, has won The UK’s Best Wealth Manager in the Euromoney Private Banking Awards 2025.
04/02/2025
Unique AI’s Vision for the Future of Wealth Management: Asia Specialist Damien Piper Shines a Light
Damien believes Unique AI is playing a pivotal role in shaping the next generation of AI-driven wealth management, positioning firms to operate with greater intelligence, agility, and responsiveness in an increasingly digital world.
04/02/2025
Five Wealth Enhancement Advisors Recognized on the 2025 Forbes Top Women Wealth Advisors Best-in-State Ranking
This elite list annually recognizes the country's top-performing women financial advisors who lead the way by offering best practices and providing a high-quality experience for their clients.
04/02/2025
Titan Wealth strengthens pensions offering with acquisition of Workplace Advice Group
Following the acquisition, Titan Wealth’s assets under management and advice will total £36bn.
04/02/2025
Asia’s private banking reimagined: Four forces reshaping wealth management
Private banking’s rising influence within Asian financial groups stems from its outsized contribution to margins and fees.
04/02/2025
Mirabaud and AltamarCAM Partners launch an evergreen semi-liquid private equity strategy
The strategy represents a key achievement within the strategic partnership established by AltamarCAM and Mirabaud in 2021
04/02/2025
Quantamental Capital joins forces with Zug boutique
Deep Field Capital has launched several vehicles which provide access to Quantamental Capital’s flagship market-neutral US cash equities strategy.
04/01/2025
Senior Channel Islands professionals join Citywealth International Financial Centre Awards judging panel
Winners are decided by a mix of judges’ vote and an online public vote to allow the global private wealth industry to have their say.
04/01/2025
Kim Sgarlata wins Chief Executive Officer category in WealthBriefing European Awards 2025
The WealthBriefing European Awards recognise and celebrate the exceptional talent within the wealth management sector.
04/01/2025
For the first time, EUROMONEY rewards a Swiss independent wealth manager: NOVUM CAPITAL PARTNERS
Traditionally reserved for banking institutions, this recognition highlights the high level of professionalism among independent wealth managers, particularly NOVUM.