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Wealth and Asset Management

11/05/2025

Changing demographics and advancing technology – a new frontier for growth

The economies that embrace automation and AI early, and with strategic intent, are likely to emerge stronger, moreresilient and better positioned for long-term growth.

11/05/2025

Barclays survey finds Millennials most bullish on private markets

Barclays Private Bank’s 2025 Private Markets annual report finds that 79% of wealthy investors plan to increase their allocations to private assets, with Millennials leading growth.

11/05/2025

Lombard Odier named “Best Boutique Private Bank” at the Citywire Spain Awards 2025

This award reflects our long-standing commitment to excellence and our deep understanding of the Spanish wealth management landscape

11/04/2025

Apollo Funds Commit $6.5 Billion to Ørsted’s Hornsea 3 in the UK

Apollo Infrastructure to Become 50-50 Joint Venture Partner in World’s Largest Offshore Wind Farm Project

11/04/2025

Old Mill and Brook Financial join Kinbrook as Group’s latest Hub

Both Old Mill and Brook Financial will continue to operate under their respective brands, maintaining leadership, client relationships, and team structures.

11/04/2025

Northern Trust Expands Mandate with Avanda Investment Management to Support Monetary

Northern Trust supports Avanda’s full range of funds with the above services

11/04/2025

Standard Chartered Global Private Bank expands flagship Global Families Network Forum with Next Gen Programme

90 UHNW families from over 30 markets gathered for 2-day event in the UAE

11/04/2025

UBS chairman warns Switzerland losing its edge to Hong Kong and Singapore

His comments come as Hong Kong and Singapore become even more important hubs for international wealth managers seeking to boost revenue.

11/04/2025

Wealthspire Launches Integrated Platform Across Wealth, Institutional, and Retirement Markets

Newly formed firm unites five established businesses under one platform, advancing a shared commitment to client service and vision for the future

11/04/2025

Strategic Acquisition: Geneva Multi Family Office Grows Zurich Footprint

The deal, already approved by Swiss regulator Finma, brings all Amasus operations under the Amadeus Capital brand.

11/04/2025

Union Bancaire Privée Opens New Office in Saudi Arabia and Appoints Head to Lead Local Growth

Based in Riyadh, Mishal will oversee UBP’s operations in the Kingdom, driving local client engagement, expanding partnerships, and delivering valuable wealth management solutions aligned with Saudi Arabia’s Vision 2030.

11/04/2025

Titanbay and Adams Street Announce Private Wealth Solutions Partnership

This partnership allows us to operate in the private wealth channel in a way that reflects our institutional standards

11/04/2025

Focus Wealth Management's Michael Kosmalski Recognized at 2025 Canadian Hedge Fund Awards

The recognition underscores Kosmalski's disciplined investment approach and commitment to delivering strong, risk-adjusted returns for clients of Focus Wealth Management.

11/04/2025

Attract through stability, convince through expertise

In a Europe plagued by high levels of debt and growing political polarisation, Luxembourg appears to be an island of tranquillity in the middle of an ocean of instability.

11/04/2025

UBS executes first live tokenized fund transaction leveraging the Chainlink Digital Transfer Agent technical standard

UBS Tokenize and DigiFT showcased a live, in-production tokenized fund transaction that leverages the Chainlink Digital Transfer Agent (DTA) technical standard to complete the first-ever subscription and redemption request of a tokenized fund.

11/04/2025

Wealth management consolidators advised to review practices

Budd said the review could have an impact on how deals are done in future.

11/04/2025

AUM and asset flows update for the three months ended 30 September 2025

Evelyn Partners reports record £67.0 billion in AUM, with £2.1 billion of gross new assets in Q3 2025

11/04/2025

CBH Marks 50 Years – A New Chapter Beyond Swiss Private Banking

Our roots lie in the tradition of Swiss private banking, but our outlook is global.

11/03/2025

SJP FOS complaints jump 194% in H1 2025

The wealth manager saw 1,426 complaints made in H1 2025

11/03/2025

Citizens Private Bank Deepens Southern California Presence with New Los Angeles-Based Team

This milestone follows a period of strong growth for Citizens Private Bank, which recently announced $12.5 billion in deposits and $5.9 billion in loans, amidst thriving momentum across California.

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UBS and a Turning Point for Swiss Banking Regulation

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Investec named South Africa’s Bank of the Year 2025 by The Banker

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Modern classics, supercars, and Ferraris: why the classic car market is booming (and shows no sign of stopping)

12-12-2025

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Investec named South Africa’s Bank of the Year 2025 by The Banker

12-12-2025

Vanguard Recruits Former Schwab VP To Head $100B Western Wealth Team

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Cayman Finance strengthens private-wealth engagement at STEP events across the Americas and Asia

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Charles F. Lowrey Elected to the Board of Directors of BNY

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