06/13/2025
Rising technology demand in HK and Singapore wealth hubs
Individual investors in the two cities are turning to digital wealth management, according to an Allfunds/Quinlan study.
Wealth and Asset Management
06/13/2025
Blackstone's Solotar: Combining public/private still 'clunky' for wealth buyers
Joan Solotar says it's not as easy as it seems for wealth firms to weave together public and private assets, and that’s where the alts giant sees a new opportunity.
06/13/2025
Investors turn to active management amid heightened geopolitical volatility: Schroders Global Investor Insights Survey
These findings follow significant market volatility earlier this year, largely triggered by the US Government’s decision to introduce wide-ranging trade tariffs.
06/12/2025
Regions Wealth Management Receives Two Top Industry Awards
Global Private Banker honors Regions with Best Trust Services by a Private Bank and Best Wealth Planning Execution at the Global Private Banking Innovation Awards 2025.
06/12/2025
Three-pronged approach guides Niven’s £4bn multi-asset team through tariffs
Being nimble, regularly rebalancing risk and staying on top of sustainability have helped Citywire AA-rated Paul Niven and the Columbia Threadneedle UMAP team navigate Trump's 'Liberation Day'.
06/12/2025
Predicting the flame: how AI is reshaping our response to wildfires
Though a natural feature of many ecosystems, the frequency, scale, and impact of wildfires are intensifying.
06/12/2025
Nine Wealth Management achieves CISI Chartered Firm™ status
CISI Chartered Firm™ status is awarded when a financial services firm demonstrates commitment to the highest levels of professionalism.
06/12/2025
From haute cuisine to wealth wisdom: Inside DBS Bank’s new vision for private banking
For the bank’s Carol Wu, the future of wealth management is as much about curating experiences as it is about crunching numbers
06/12/2025
Opening Up Wealth: Reflections from the Lang Cat AdviceTech Forum
The firms presenting that day brought forward practical, creative solutions to real problems, and the discussions reflected a collective ambition to move the industry forward.
06/12/2025
Baloise Swiss Property Fund: Issue conditions of the planned capital increase 2025
The capital increase is intended to generate additional funds to be used to acquire a real estate portfolio of up to eleven properties for a purchase price of up to CHF 209.6 million.
06/12/2025
Asset Managers Seek Recipe for Further Growth
The assets under management (AuM) of Swiss asset managers grew significantly last year, primarily due to market developments.
06/12/2025
Siebert invests in wealth management platform FusionIQ
The alliance will integrate FusionIQ's technology into Siebert, aiming to improve its digital services and investment workflows.
06/12/2025
Welsh SJP partner firm gains Chartered Firm status
Nine Wealth Management is a partner firm with St James’s Place and specialises in working with senior corporate executives.
06/11/2025
Banco Sabadell consolidates its private banking model and obtains turnover of more than 66 billion euros
Customer satisfaction levels are at an all-time high thanks to the close support offered and confidence instilled by the bankers
06/11/2025
Liontrust enhances trading operations through strategic collaboration with BNY
Liontrust’s UK-based traders to join BNY’s Buy-Side Trading Solutions team
06/11/2025
Praxis celebrates future leaders named in 2025 eprivateclient NextGen Leaders list
The annual list highlights exceptional individuals with fewer than 15 years’ experience
06/11/2025
LGT eyes Swiss onshore clients for next growth phase
Swiss markets head Bertrand Merkli talks expanding in Romandy, the power of prime locations and what appeals to family offices.
06/11/2025
First Wealth launches Sports and Entertainment arm to business
Recruitment for new division to lead expansion of planning business to sports and music stars.
06/11/2025
What Makes a Great Private Bank? – Here’s What the CEOs Say
Opinions differ on what defines a good private bank in this environment.
06/11/2025
VG Celebrates Two Rising Stars in eprivateclient NextGen Leaders 2025
They have 20 years between them and have successfully demonstrated their superior level technical and people skills and have enjoyed rapid career progression at VG.