10/24/2025
Q3 2025 NatWest Group Results
A summary of NatWest Group’s Q3 2025 results.
Wealth and Asset Management
10/24/2025
Affinity Private Wealth partners with Optifi to enhance digital operations
“Affinity’s reputation for values-led client service sets a high bar.
10/23/2025
Barclays plays down £20bn exposure to private credit industry
CEO says bank has ‘right controls’ in place despite warnings about industry from IMF and Bank of England
10/23/2025
Ashton Thomas Private Wealth Opens New Office in San Francisco
Now with a permanent office location, the team provides bespoke advice to discerning clients enhanced by Ashton Thomas’ suite of industry-leading tax and wealth solutions, including access to state-of-the-art technology, thought leadership and new p
10/23/2025
SJP exceeds £200bn in funds under management
Elsewhere, the firm recorded gross inflows of £5.7bn amid transitioning to its simple, comparable charging structure.
10/23/2025
Rothschild Wealth Partners Expands Presence in Chicago with Acquisition of Siligmueller & Norvid Wealth Advisors, LLC
Rothschild continues to expand its locations, adding to its presence in Chicago, Glen Ellyn, Oak Brook, Northbrook, Denver, and Nashville.
10/23/2025
Swiss-backed private bank snaps up London wealth firm
Turicum Private Bank establishes a footprint in the UK by buying a majority stake in Hassium Asset Management.
10/23/2025
Temenos Named a Leader in IDC MarketScape for Wealth Management Technology Services for Investment Advisors
Temenos recognized for strengths in integrated front to back office wealth offering, functionality-rich portfolio management capabilities, and global and local compliance expertise.
10/23/2025
Legal threats and ‘weird’ loopholes: A private bank study’s story
How Christoph Künzle’s friendly approach brought some academic transparency to the Swiss wealth management sector.
10/23/2025
Praxis named Tier I trust company in 2025 eprivateclient rankings
The 2025 eprivateclient Top Trust Company rankings are based on a survey of over 100 private wealth fiduciary services providers worldwide, with fewer than half making the list rankings across two categories: owner and non-owner managed.
10/23/2025
Danantara considers forming $8bn asset manager in Indonesia
Danantara plans to combine the asset management units of PT Bank Rakyat Indonesia (BRI), PT Bank Mandiri, and PT Bank Negara Indonesia (BNI).
10/22/2025
&Partners Celebrates Milestone: 100th Advisor Practice Joins Fast-Growing Wealth Management Firm
Unlike many of its competitors, &Partners is uniquely structured as an advisor- and employee-owned firm with a broad distribution of equity.
10/22/2025
FCA Review of UK Wealth Management M&A
The findings of the review will be of particular relevance to the PE industry where interest and investment in the wealth management sector has increased over recent years.
10/22/2025
Endowus Crosses $10 Billion in Client Assets
Alternative investments also increased by threefold, crossing $500 million.
10/22/2025
Quilter reports a third successive quarter of net inflows in excess of £2 billion
Our business is demonstrating strong consistency, delivering in excess of £2 billion of net flows in each quarter of this year.
10/22/2025
Barclays in good shape despite upping car finance scandal provision
And the good news appears to continue for investors as Barclays also announced a new £500m share buyback, surprising the market and also moving these to quarterly announcements.
10/22/2025
Study on the Transfer of Family Businesses in Switzerland: Lack of Preparation Threatens the Family Model
The study reveals that nearly half of the surveyed family businesses are not adequately prepared for succession
10/22/2025
Gibraltar private bank snaps up London wealth firm
Turicum Private Bank establishes a footprint in the UK by buying a majority stake in Hassium Asset Management.
10/22/2025
INSIGNEO to acquire VectorGlobal accounts, strengthening its footprint in Latin America
Strategic acquisition of over $4 billion in client assets and key advisor teams bolsters Insigneo’s position as the leading independent wealth management platform for Latin America
10/21/2025
Julius Baer: Family Legacy Conversation Accelerates in Asia
For the first time ever, legacy-building became a top three family-related topic with a particularly strong showing in Asia, where it was also ranked in third place.