09/23/2025
Saffery Trust wins international award for second year in a row
The company also pointed to investments in staff training and development, noting it has been recognised as a STEP Platinum Employer for ten consecutive years.
Wealth and Asset Management
09/23/2025
Citi Wealth releases 2025 Global Family Office Report
The report was compiled by Citi Wealth’s Global Family Office Group, which works with over 1,800 family offices worldwide
09/23/2025
Deutsche Bank launches private markets fund for private clients in collaboration with DWS and Partners Group
Clients can access the new offering via their advisory relationship.
09/23/2025
UBS agrees to €835m payout over French cross-border business
With the payout, the banking giant resolves a case over cross-border business activities in France between 2004 and 2012.
09/23/2025
Artorius marks 10-year anniversary with Lancashire investment manager acquisition
Deal extends North West presence, brings wealth advice to new clients with assets moving to BNY Pershing.
09/23/2025
Sieg to retire as JPMorgan Advisors CEO, successor will take over immediately
The wealth management executive has headed the business since 2021
09/23/2025
Texas-based investor takes stake in James Hambro & Partners
This represents a hugely exciting opportunity for our clients and all of us here at JH&P.
09/22/2025
Bernstein Private Wealth Management Wins Best Broker-Dealer Ultrahigh-Net-Worth Service at the 2025 WealthManagement.com Industry Awards
Firm achieved "Wealthies" award for its approach to serving the complex needs of the world's wealthiest global families and family offices
09/22/2025
Banks propose new funding model to keep regional branches open
The plan submitted to Treasury on Friday by the Regional Banking Investment Alliance, which represents 21 small banks with a physical regional presence, would provide financial support for 5000 bank branch workers in regional locations.
09/22/2025
Asean private banks reveal top innovations in a volatile year
The region’s private banks and wealth managers have introduced more defensive investment strategies, bolstered their alternatives propositions and added new functionality for clients.
09/22/2025
LGT Crestone announces rebrand to LGT Wealth Management, marking next phase of growth in Australia
For employees, the rebrand recognises their expertise and positions the firm to attract and retain the best talent in Australia’s wealth sector.
09/22/2025
WRISE Academy Charts New Chapter with Changsha Office Launch
The new location underscores WRISE's commitment to provide high-net-worth individuals and wealth management elites in Central China to drive breakthroughs in the wealth management industry.
09/22/2025
Oberon to acquire WH Ireland’s Wealth Business
Proposed Acquisition of WH Ireland’s Wealth Management Business
09/22/2025
Saxo Bank launches PartnerConnect for wealth management professionals in France
Independent asset managers and financial advisors can now manage client portfolios in one comprehensive system.
09/22/2025
RBC sees attractive UK wealth management outlook; budget risks limited
The upcoming Budget is expected to create only a minor headwind for net flows in the fourth quarter.
09/22/2025
Portfolio management load cuts growth of IFAs by up to 20% firms say
This enables financial advisers to offer their clients enhanced, actively managed solutions led by an award-winning investment team.
09/22/2025
SIX and FIDA Join Forces to Provide a Comprehensive Portfolio Management and Analysis Terminal
The goal of this alliance is to provide the French market, initially, with a complete terminal offering all the necessary data on funds and savings products marketed in France.
09/22/2025
Pillar 2 buybacks: maximising your tax deduction in Switzerland
Pension assets are not subject to either income tax or wealth tax.
09/19/2025
Scottish wealth management firm grows again
New acquisition adds to strategic expansion and portfolio growth
09/19/2025
UBS Advisor Team The Schultz Group in Phoenix Named to Barron’s Top 250 Private Wealth Management Teams
The team is committed to delivering professional investment management and building personalized relationships with clients.