11/04/2025
Old Mill and Brook Financial join Kinbrook as Group’s latest Hub
Both Old Mill and Brook Financial will continue to operate under their respective brands, maintaining leadership, client relationships, and team structures.
Wealth and Asset Management
11/04/2025
Northern Trust Expands Mandate with Avanda Investment Management to Support Monetary
Northern Trust supports Avanda’s full range of funds with the above services
11/04/2025
Standard Chartered Global Private Bank expands flagship Global Families Network Forum with Next Gen Programme
90 UHNW families from over 30 markets gathered for 2-day event in the UAE
11/04/2025
UBS chairman warns Switzerland losing its edge to Hong Kong and Singapore
His comments come as Hong Kong and Singapore become even more important hubs for international wealth managers seeking to boost revenue.
11/04/2025
Wealthspire Launches Integrated Platform Across Wealth, Institutional, and Retirement Markets
Newly formed firm unites five established businesses under one platform, advancing a shared commitment to client service and vision for the future
11/04/2025
Strategic Acquisition: Geneva Multi Family Office Grows Zurich Footprint
The deal, already approved by Swiss regulator Finma, brings all Amasus operations under the Amadeus Capital brand.
11/04/2025
Union Bancaire Privée Opens New Office in Saudi Arabia and Appoints Head to Lead Local Growth
Based in Riyadh, Mishal will oversee UBP’s operations in the Kingdom, driving local client engagement, expanding partnerships, and delivering valuable wealth management solutions aligned with Saudi Arabia’s Vision 2030.
11/04/2025
Titanbay and Adams Street Announce Private Wealth Solutions Partnership
This partnership allows us to operate in the private wealth channel in a way that reflects our institutional standards
11/04/2025
Focus Wealth Management's Michael Kosmalski Recognized at 2025 Canadian Hedge Fund Awards
The recognition underscores Kosmalski's disciplined investment approach and commitment to delivering strong, risk-adjusted returns for clients of Focus Wealth Management.
11/04/2025
Attract through stability, convince through expertise
In a Europe plagued by high levels of debt and growing political polarisation, Luxembourg appears to be an island of tranquillity in the middle of an ocean of instability.
11/04/2025
UBS executes first live tokenized fund transaction leveraging the Chainlink Digital Transfer Agent technical standard
UBS Tokenize and DigiFT showcased a live, in-production tokenized fund transaction that leverages the Chainlink Digital Transfer Agent (DTA) technical standard to complete the first-ever subscription and redemption request of a tokenized fund.
11/04/2025
Wealth management consolidators advised to review practices
Budd said the review could have an impact on how deals are done in future.
11/04/2025
AUM and asset flows update for the three months ended 30 September 2025
Evelyn Partners reports record £67.0 billion in AUM, with £2.1 billion of gross new assets in Q3 2025
11/04/2025
CBH Marks 50 Years – A New Chapter Beyond Swiss Private Banking
Our roots lie in the tradition of Swiss private banking, but our outlook is global.
11/03/2025
SJP FOS complaints jump 194% in H1 2025
The wealth manager saw 1,426 complaints made in H1 2025
11/03/2025
Citizens Private Bank Deepens Southern California Presence with New Los Angeles-Based Team
This milestone follows a period of strong growth for Citizens Private Bank, which recently announced $12.5 billion in deposits and $5.9 billion in loans, amidst thriving momentum across California.
11/03/2025
Alpha Wealth Group Unveils 2025 Legacy and Prosperity Frameworks for Global Families
As global dynamics continue to evolve, Alpha Wealth Group remains at the forefront of private advisory services, pioneering new frameworks for legacy preservation.
11/03/2025
Opinion: “Passing on wealth isn’t merely a numbers game; it’s a battle against human nature”
Asia has a long history of producing wealthy families and the recent decades have seen a significant and rapid increase in family wealth due to economic growth and globalisation.
11/03/2025
UBS and Young Investors Organization Shape NextGen Wealth Leaders
Under the new agreement, UBS becomes the exclusive financial services partner of the YIO – the world’s leading network for next-generation wealth holders and innovators.
11/03/2025
Carlyle Reports Third Quarter 2025 Financial Results
The Board of Directors has declared a quarterly dividend of $0.35 per common share to holders of record at the close of business on November 10, 2025, payable on November 19, 2025.