10/17/2025
Wealth firms slow to adopt private market allocations: Study
Wealth firms do not expect a significant change in client portfolio allocations to private markets, according to a study by the Thinking Ahead Institute.
Wealth and Asset Management
10/17/2025
Advisor Productivity: Solving the Canadian Integration Gap
Partnerships between fintech companies and traditional financial institutions are less prevalent here than in other advanced markets.
10/17/2025
Canaccord Genuity in early talks over possible sale of British wealth arm, sources say
The CEO of the unit, known as Canaccord Wealth, has held meetings with private equity firms recently about a potential sale, said the people, who declined to be named as the information is not public.
10/17/2025
Truist's third-quarter profit rises on robust wealth management and interest income
Expectations of further rate cuts later this year are also fueling optimism for improved margins and stronger credit growth.
10/17/2025
CaixaBank strengthens its Private Banking division with an expanded vision of wealth management and a new brand: CaixaBank Wealth Management
The new term, CaixaBank Wealth Management, reflects the bank’s strategic vision of offering a broader service than traditional private banking.
10/16/2025
LO Women Invest: rethinking ways to boost family ties
This is understandable, since money is often a key source of diverging views.
10/16/2025
UBS appoints Chief AI Officer to drive its AI strategy
UBS appoints Daniele Magazzeni as Chief Artificial Intelligence Officer to further advance the firm’s AI strategy.
10/16/2025
Nucleus Group’s Third Financial signs landmark deal with Titan Wealth
The landmark deal will run for an initial term of five years and is the largest ever signed by Nucleus and one of the biggest deals of its kind in the industry.
10/16/2025
Generational wealth transfer set to shift trillions
Together with financial investments, these factors form the top three sources of wealth globally.
10/16/2025
NBK Wealth receives ‘Outstanding Private Bank for High-Net-Worth Clients’ award
As part of Private Banker International’s Global Wealth Awards ceremony in Singapore
10/16/2025
Utmost Wealth Solutions launches Autumn 2025 Navigator with focus on controlled distribution
The Spotlight examines how insurance-based wealth solutions offer a powerful and flexible way to achieve this and explores how these products are being used to structure wealth transfer in Spain, Belgium and Luxembourg.
10/16/2025
Investment group to acquire stake in Swiss wealth manager
Haute Capital Partners has signed a deal to buy a minority stake in an undisclosed Swiss wealth management firm.
10/16/2025
Guernsey Private Wealth Forum identifies education and communication as the key to supporting the next generation of wealth creators
Emerging sectors such as technology, sport, social media and entertainment are driving demand for more tailored and innovative solutions.
10/16/2025
TIAA Wealth Management Selects BNY Pershing’s Wove to Advance the Client and Advisor Experience
Industry-leading platform integration to deliver seamless wealth management solutions for retirement savers
10/16/2025
UBS ramps up scrutiny of Asia clients after Singapore scandal
Third-parties are assisting with vetting of clients to spot illicit activity.
10/15/2025
ABN AMRO MeesPierson: Innovator in Entrepreneurial Wealth Strategy Excellence Belgium 2025
The bank recognises that entrepreneurial wealth management extends beyond a business exit, supporting clients at every milestone of their professional and personal journeys.
10/15/2025
Sanlam Morocco positions itself in the wealth management market
The new offering combines asset management, wealth engineering, private equity, real estate, and discretionary management
10/15/2025
7IM: Investment Update
Global growth, falling interest rates, and lower commodity costs have all contributed to a more optimistic outlook.
10/15/2025
AFH Wealth Management publishes first IFA acquisitions white paper
The white paper features the results of an independent survey, conducted by Goodman Lantern, which sought the views of IFA owners, management teams and senior advisers across the UK.
10/15/2025
Tatton sees net inflows of £1.68bn as adviser numbers rise
The investment management and IFA support services business experienced organic net inflows averaging £281m per month.