04/09/2025
While an opportunity, this impending avalanche has the potential to shake the foundations of the wealth industry, but also to consume private banks and wealth managers unable to adapt.
04/09/2025
All of LGT's employees were recently given access to a secure internal chatbot, based on ChatGPT.
04/09/2025
With nine wins, including Best Private Bank in Malawi, Tanzania, and Zambia, Standard Bank cemented its leadership in private banking across Africa
04/09/2025
The alternative asset manager’s range of evergreen funds is to be made available to Bergos’ clients.
04/08/2025
This launch represents a significant step forward in making Lazard’s sophisticated investment solutions accessible to more investors
04/08/2025
This marks the second consecutive year of growth following a 21.3 percent increase in 2023.
04/08/2025
First Horizon Advisors, which has about 110 financial advisors across $16 billion of client assets, will transition to LPL’s Institution Services platform in the second half of this year.
04/08/2025
Despite slower economic growth and a deep property crisis, China is seen as having long-term potential for wealth managers.
04/08/2025
The acquisition of Yodelar, which combines fund and portfolio research with an advice arm, will bring MKC's AUM to £2.5bn.
04/08/2025
In addition to playing a key role in the domestic market, Swiss banks are exceptionally well positioned internationally.
04/08/2025
On 31 March 2025, the Company’s AUM totalled £25.3 billion, representing a decrease of 25.7% over the three-month period.
04/08/2025
Senior investment adviser Tommy Doan explains how the team are mitigating market volatility in the wake of US trade tariffs.
04/08/2025
Aspen creates permanent RIA partnerships by investing in long-term growth and ensuring lasting stability and support.
04/08/2025
The operation in Jersey complements Praxis’ existing fund administration services in the Middle East
04/08/2025
Aberdeen and private equity firm HG Capital are among those looking at the adviser back-office provider.
04/08/2025
The firm has doubled the number of accredited partners in the Middle East to 41
04/08/2025
The fund is now oversubscribed with a queue of clients waiting to access it, leading Hg to implement quarterly subscription caps to maintain its return target.
04/07/2025
Bank’s private-wealth division helps clients navigate ‘high degree of complexity’ in the world’s second-largest art market
04/07/2025
European wealth and asset managers must build a blueprint for success in a constantly shifting landscape.
04/07/2025
The co-CEO of EQ Investors has weathered Trump and the ESG backlash.