12/19/2025
M&G acquires €100 million of prime Dutch logistics assets in one of Europe’s top performing market
Three modern assets strengthen the M&G European Property Fund’s logistics footprint and marks its 10th transaction in the Dutch market
Wealth and Asset Management
12/19/2025
In the spotlight – Jonathan Hartley, director of client success, Objectway
Technology is more essential than ever for wealth management as the sector is undergoing change due to demographic shifts, increased regulation and growing expectations regarding digital client experience and engagement.
12/19/2025
J.P. Morgan Expands and Sees New Opportunities in Switzerland
It was not that Boettcher had been pessimistic.
12/19/2025
Reichmuth & Co. promotes the private banking model as an alternative to the flood of regulations.
It praises Switzerland's sound fiscal and monetary policy but criticizes banking regulation.
12/19/2025
Warburg Pincus unveils semi-liquid funds to boost wealth ambitions
The growth-focused investment house is the latest to join the evergreen fund market with vehicles in the US and Luxembourg.
12/19/2025
UHNW families prioritise values over inheritance
As the Great Wealth Transfer gathers pace over the next two decades, it seems the most valuable inheritance for many UHNW families might not be money at all
12/19/2025
Quilter Cheviot is Proud to Renew its Participation in Greening Jersey for 2026
This is not just about planting trees; it is about restoring nature across a range of habitats from woodlands to wildflower meadows and wetlands.
12/19/2025
Nikko AM launches LBO fund
Nikko Asset Management has launched a new leveraged buyout fund in Australia.
12/19/2025
Wealth Enhancement to Acquire AEGIS Financial, an Independent RIA with Over $468 Million in Client Assets
This partnership will bring the firm’s total client assets to more than $132.2 billion.
12/19/2025
Blackstone,Revolut in talks to collaborate on wealth management – report
The company is also looking to hire a private banker in the UK to manage and support relationships with high-net-worth individuals worldwide.
12/18/2025
Wipfli: Wealth Management Executives Bullish on Growth for Next Year
But there are a lot of variables that can impact growth, including how well firms can turn digital investments into real performance gains, according to the advisory and accounting firm.
12/18/2025
Wealth managers fight for attractive HNW demographic
In its report 10 Wealth Management Trends 2026 found these HNW clients are those seeking the direct relationship and curated access with their adviser as well as the premium digital experience.
12/18/2025
Great Wealth Transfer drives rise in multi-generational planning
Financial advisors are increasingly serving entire families, not just individual clients, as the Great Wealth Transfer accelerates.
12/18/2025
Rothschild & Co wins three awards from IJGlobal for its advice on two major franchise deals
Represents the largest port transaction to date in South America, as the leading multi-terminal operator in Brazil including Tecon Santos, the largest container terminal in South America, plus a range of other bulk/liquid bulk terminals
12/18/2025
Quilter Financial Planning appoints a further five firms to its network
Each of these businesses shares our commitment to professional, client-focused advice and brings deep local expertise to the communities they serve.
12/18/2025
Geneva traders offer quant upgrade to wealth managers
Prism Technologies has rolled out investment solutions to groups ranging from wealth managers to hedge funds and commodity traders.
12/18/2025
UAE wealth tops $3.12tn in 2024 as assets surge, shows BCG report
The report also revealed that investable wealth is projected to grow from $942bn in 2024 to $1.34tn by 2029, with a 7.2 per cent CAGR
12/18/2025
Wealth Managers Merge at Rapid Pace and PwC Sees Even More Ahead
Reduced financing costs due to the Federal Reserve’s rate cuts have boosted activity, according to the PwC report.
12/17/2025
Mirae Asset Securities: Embedding Innovation at the Core of Global Private Banking
Size is not its only strength; the company sees innovation as a strategic imperative—and is pursuing both organic and inorganic pathways to build a financial ecosystem that anticipates the future.
12/17/2025
The Intelligent Allocator: Investing like a Viking – portfolio strategy and navigation lessons
The choice is not between active and passive strategies, but rather between sitting indefinitely in cash or investing nimbly with a core strategy that adapts as the world shifts – our analysis offers clear answers.