09/29/2025
Millennium Management and Modular Asset Management end partnership-report
The termination of this deal allows Modular to diversify its investor base, reducing its dependency on a single large investor.
Wealth and Asset Management
09/29/2025
Associated Wealth Advisors Launches the “The 10-Billion Fund Showdown” to Select Visionary Leadership for Its Landmark Project
Positioned as the “Olympics of Capital Markets,” this initiative underscores AWA’s long-term strategy as it advances toward its planned Nasdaq listing in May 2026.
09/26/2025
Raymond James snags 3 teams from Richardson Wealth with $1B in assets
The Winnipeg-based firms will integrate to create Raymond James’ first office in Manitoba
09/26/2025
Building wealth one pot at a time
Some people have a very clear picture of what they want to achieve with their wealth and how they're going achieve it.
09/26/2025
Rockefeller Asset Management Marks One-Year Anniversary of Opportunistic Municipal Bond ETF Launch with Strong Performance and Continued Growth
Rockefeller’s actively managed municipal ETFs seek to provide exposure across high-yield and high-grade segments on the municipal bond market in an effort to deliver risk-adjusted returns compared to its respective benchmarks.
09/26/2025
Eleven individuals and enterprises lauded for leadership in sustainable development at the 2025 Sustainability Impact Awards
The SI Awards recognise individuals and corporates in Singapore that have demonstrated exemplary leadership in creating sustainability impact.
09/26/2025
Budget looms large for high net worth individuals as tax fears ensure economic confidence remains subdued
The Saltus Wealth Index Report - now in its eighth edition and produced in partnership with Dr Michael Peacey of the University of Bristol - is the benchmark measure of HNWI sentiment in the UK, taking the pulse of 2,000 people with investible assets of &
09/26/2025
Sarasin & Partners relocates London HQ
Move comes after two decades in same location
09/26/2025
Zurich boutique partners Morgan Stanley for sub-managed fund
Divas Asset Management has been chosen as a sub-investment manager for a CHF 136m fund designed for an insurance group.
09/26/2025
Dollar Bank expands wealth management services in Ohio, US
The expansion is expected to enhance customer support in financial planning for retirement, education, and wealth management.
09/26/2025
Citywire Private Office Retreat: Wealthy clients not leaving UK in their droves
Delegates at our annual event held at Pennyhill Park gathered to discuss all things from politics to investments.
09/26/2025
Hoxton Wealth adds risk profile assessment andd ID verification to mobile app
The Hoxton Wealth app now has more than 10,000 users worldwide.
09/26/2025
How Nordea is transforming digital wealth experiences
At this year’s Nordic Fintech Week, Johan Borg, Head of Digital Wealth, shared insights into how Nordea is transforming its digital wealth management offering to meet the evolving needs of Nordic investors.
09/26/2025
Report: 20% of Wealth, Asset Managers to Be Acquired by 2029
The latest deal analysis from OliverWyman and Morgan Stanley predicts 1,500 “significant” transactions in the next five years across wealth and asset management.
09/26/2025
Big Bank Regulation: Bankers Association Warns, UBS Reaffirms
The first reactions from the Swiss Bankers Association (SBA) and UBS followed swiftly.
09/26/2025
Zurich Fintech Boosts Blackrock’s Cross-Border Wealth Solutions
It simplifies regulatory checks while boosting efficiency and transparency for advisors managing and distributing investments internationally.
09/25/2025
Exploring Lombard Odier’s success in fast-growing Middle East wealth market
Lombard Odier has expanded its operations in the oil-rich region through a team of executives who know the market and the client base.
09/25/2025
Barclays unveils approach to navigating nature-related financial risk
Focusing on a sample of mining and European power companies, Barclays sets out its step-by-step approach to assess and examine nature-related dependencies, impacts and risks from the level of individual operating sites.
09/25/2025
Golden Suisse and Professor Joseph Stiglitz Convene Global UHNWI Summit
Discussions centered on the growing fragility of the global banking system, the erosion of the U.S. dollar, and the increasing politicization of money and payment infrastructures.
09/25/2025
Lombard Odier bullish on risk assets
The bank is bullish on equities and bonds, favouring Japan and emerging markets.