11/17/2025
Digital Wealth Partners Awarded Investment Excellence Award from Wealth & Finance International Magazine
Most Pioneering Digital Asset Wealth Management Firm 2025 - Texas
Wealth and Asset Management
11/17/2025
Interview with Mr. Selman Bicaco, Head of Private Banking and Wealth Management, Piguet Galland & Cie
The bank’s principal clientele continues to be French-speaking Swiss.
11/17/2025
The Mather Group partners with Napa Wealth Management
This partnership strengthens TMG’s presence in Northern California and expands its ability to serve business owners and families.
11/17/2025
Switzerland and Luxembourg: rivals in form but allies in substance
The director of the Association of Swiss Private Banks (ABPS), Jan Langlo, details the Swiss resilience and the complementary relationship with Luxembourg.
11/17/2025
Standard Chartered’s Future of Trade: Digitalisation report highlights global corporates’ priority on building strong foundations before scaling innovation
This reflects a pragmatic approach that the underlying infrastructure must be robust before emerging technologies can deliver value at scale.
11/17/2025
Private Banking: Between High Figures and Hard Questions
The accompanying study introduced a new distinction between institutions with more than 20 billion francs in client assets and those below that threshold.
11/17/2025
Rumors about UBS's departure are gaining new traction.
UBS Chairman Colm Kelleher and US Treasury Secretary Scott Bessent are said to have held informal talks about relocating the bank's headquarters to the USA.
11/17/2025
Ninety One interim profit up on strong markets and net inflows
Net inflows were GBP4.3 billion, recovering after net outflows of GBP5.3 billion a year prior, due to organic net inflows of GBP2.4 billion and the Sanlam inflow of GBP1.9 billion.
11/17/2025
Wealth management is Malta’s next frontier - Finance Malta chairman
Reputational challenges still linger
11/17/2025
Lone Star Acquires Multi-Asset Real Estate Portfolio from St. James’s Place
The office properties are all situated in London, while the retail assets consist of high-quality retail warehouses with strong tenant bases.
11/17/2025
Riding the private market wave while respecting limits of liquidity
Promoters of private markets rely on structural stories to fuel thirst for their product, but they admit questions will increasingly arise about whether growth is sustainable
11/14/2025
The Asia Generational Wealth Report 2025: Succession in a New Era
The findings highlight five key reflection points for families and family offices, from preparing for emerging assets to empowering successors with real authority.
11/14/2025
OneVest Introduces Enhanced Multilingual Capabilities, Supporting Global Wealth Managers with More Inclusive Advisor & Client Experiences
While many fintech platforms focus narrowly on interface translation, OneVest is transforming what accessibility looks like by delivering true multilingual integration across the full advisor and client experience.
11/14/2025
Forbes recognizes J.P. Morgan teams in 2025 America’s top wealth management teams ranking
Nine of these teams have been named to this ranking for at least two consecutive years, and five have been honored every year since the award’s inception in 2022.
11/14/2025
Schroders to close UK Multi-Cap Income fund
The sub-scale fund will close next month as the firm continues its plan to simplify the business.
11/14/2025
Brookfield Wealth Solutions Announces Third Quarter Results and Declares Regular Quarterly Distribution
Net income in the prior year quarter included the impact of DOE and unrealized mark-to-market gains on equity securities, partially offset by unfavorable movements on reserves due to interest rate and equity market volatility.
11/14/2025
Mashreq and DIFC to advance digital banking and wealth services
The MoU will focus on rolling out digital onboarding and banking solutions for clients operating within DIFC.
11/14/2025
AFH Wealth Management publishes first IFA acquisitions white paper
The landmark paper features the results of an independently run survey, which sought the views of IFA owners, management teams and senior advisers across the UK.
11/14/2025
$2bn Vontobel credit flagship outwits 'Pavlovian dogs' to double assets
The Vontobel Credit Opportunity fund's team speak with Citywire about what they foresee in the months ahead.
11/13/2025
Financial Synergies Wealth Advisors Partners with Local Advisory Practice
The strategic integration of the advisory practice builds on a longstanding relationship with the firm that spans more than three decades.