11/26/2025
U.S. Sen. Ron Wyden called for the bank to be investigated, citing recently unsealed court documents allegedly showing that bank executives (including Wealth and Asset Management CEO Mary Erdoes) kept in close contact with Epstein.
11/26/2025
This collaboration reflects a demand from institutional clients looking to participate in the digital asset market, contributing to a more mature environment for the adoption of digital assets and digital asset-linked products.
11/26/2025
The head of UK discusses deepening regional presence, broadening accessibility and capabilities as well as the shifting investor landscape
11/26/2025
The Swiss private bank's North Asia head of funds has added go-anywhere bond and China equity strategies to tackle volatile markets.
11/26/2025
Cinerius, the Zug-based firm, has made a move into Frankfurt am Main with the acquisition of the independent asset manager Büttner, Kolberg & Partner.
11/26/2025
Bank J. Safra Sarasin has made serving Asia’s growing number of ultra-high net-worth and high net-worth families a strategic priority, delivering tailored wealth solutions that preserve and build legacies across generations.
11/26/2025
FNZ Bank Deutschland provides platform services, including asset custody, to insurers, lenders, and wealth managers.
11/26/2025
UBP Family Office Solutions have earned the trust of their clients
11/26/2025
This enhanced partnership positions JPMAM as KBank’s preferred multi-asset product provider.
11/25/2025
The wealth manager’s LGT Wealth Management State of Wealth report surveyed over 1,100 HNW and ultra-HNW individuals and found 58 per cent of wealthy Australians still report gaps in knowledge and capability.
11/25/2025
Fund Strategist Tax Management Advantage Program Waives Fees for Enterprises Who Provide Access to Tax Management Offerings at No Additional Cost for Investors
11/25/2025
These awards celebrate our commitment to delivering values-driven wealth management across the Middle East, blending global expertise with local insight.
11/25/2025
EFG intends to complement its strong organic growth ambition with M&A optionality, leveraging its surplus capital and strong capital generation.
11/25/2025
With the £40bn wealth management business attracting interest from buyers, Citywire looks at the ten key acquisitions that made Canaccord Wealth grow.
11/25/2025
Net new assets totalled CHF 9.3 billion, corresponding to an annualised growth rate of 6.8%, exceeding EFG’s target range of 4-6%
11/25/2025
The report, Resilience in a Transforming World, also sets out how excessive pessimism has let to analysts underestimating earnings growth.
11/25/2025
This will enable ABN AMRO to operate more efficiently, capture new opportunities and deliver greater value for all stakeholders.
11/25/2025
Personal loans offered via a third-party arrangement
11/25/2025
Starting this week, customers of eight Swiss banks and two third-party providers can connect their accounts across banks to aggregate and view account information in a single app.
11/25/2025
The company stated that its investment will address use cases across the wealth management lifecycle, benefitting advisors, and investors.