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Wealth and Asset Management

10/27/2025

Investcorp Wealth App Named Best Digital Client Solution at the 2025 MENA Banking Excellence Awards

Recognition underscores Investcorp’s leadership in digital innovation and client-centric wealth management

10/27/2025

Swiss GRC aims to grow with new management structure

The newly formed executive board is designed to reflect Swiss GRC's continued growth and increasing international presence.

10/27/2025

Standard Chartered Global Private Bank’s research unveils 74% of family office professionals observed a rise in conflict among family members

Family office relocation and next-generation engagement are key issues for family offices

10/27/2025

Boutique founder joins WH Ireland board after £1m wealth deal rebellion

Lumin Wealth co-founder John Cusins joins the WH Ireland board weeks after two NEDs resigned in the aftermath of a huge vote against its planned £1m wealth sale to Oberon.

10/27/2025

Blackstone sees private wealth AUM fundraising accelerate

The alts manager said it raised $11bn from the private wealth channel last quarter, the highest in three years.

10/27/2025

Emirates Investment Bank partners with Avaloq for digital transformation

It is listed on the Dubai Financial Market and is a subsidiary of Al-Futtaim Private Company.

10/27/2025

WPC announces Top 40 Under 40 Rising Stars 2025

Young leaders are redefining Canadian wealth management—discover the visionaries shaping tomorrow

10/27/2025

Hoxton Wealth acquires Manchester-based IFA

The purchase of Manchester-based Haven, which specialises in pensions and investments, builds on the firm’s existing footprint in Liverpool,

10/27/2025

Barclays strengthens Middle East presence with strategic expansion into the Kingdom of Saudi Arabia

Barclays’ expansion into KSA advances the bank’s strategic growth across the Middle East

10/27/2025

Clifton Wealth adds Wesleyan fund to adviser platform

The move marks a collaboration between the Bristol-based financial planning and wealth management firm and Wesleyan, the UK mutual financial services provider.

10/27/2025

Rothschild Martin Maurel expands into the ‘Grand Ouest’ region of France

Rothschild Martin Maurel will deploy an experienced team

10/24/2025

Arab Bank Switzerland creates wealth solutions unit for Gonet insider

Brahim Hoxha becomes global head of wealth solutions, a role which he previously held at Gonet.

10/24/2025

Arbuthnot Banking Group PLC Third Quarter 2025 Trading Update

The uncertain economic outlook has meant that lending markets have continued to observe thin volumes of business with lenders aggressively competing for transactions by offering low rates.

10/24/2025

7IM outflows drop 21% amid record platform sales

The firm said gross sales exceeded £1bn for only the second time, helping push total advised assets under management up 18% quarter-on-quarter to £17.4bn.

10/24/2025

AFH adds £750m AUM with acquisition of Herts Planner

The Avidity team will integrate with AFH immediately, rather than becoming a subsidiary of the Bromsgrove-based wealth management firm.

10/24/2025

Q3 2025 update: net inflows and supportive markets lift AUM to new high

Schroders Capital recorded strong net inflows in private debt and credit alternatives.

10/24/2025

HSBC to review retail banking business in Egypt

The review is part of HSBC Group’s ongoing simplification globally.

10/24/2025

Coutts assets rise as markets boost wealth managers

NatWest’s bank for the rich has grown assets above £50bn as wealth firms benefit from booming investment performance

10/24/2025

Private banks failing to deliver on AI promises

As technology fast becomes a commodity, orchestration is emerging as the hidden component of a successful business model

10/24/2025

Global Finance Names The World’s Best Private Banks 2026

Global Finance’s editorial board selected the winners for the Private Bank Awards with input from executives and industry insiders.

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12-12-2025

Vanguard Recruits Former Schwab VP To Head $100B Western Wealth Team

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Cayman Finance strengthens private-wealth engagement at STEP events across the Americas and Asia

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Charles F. Lowrey Elected to the Board of Directors of BNY

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