10/21/2025
Julius Baer: Family Legacy Conversation Accelerates in Asia
For the first time ever, legacy-building became a top three family-related topic with a particularly strong showing in Asia, where it was also ranked in third place.
Wealth and Asset Management
10/21/2025
EdRAM CEO: ‘Quant is our next arrow in the bow’
The €107bn Swiss asset manager has made the bold decision to unveil a new quant unit, complementing its 'high octane' offerings. Christophe Caspar told us why.
10/21/2025
Behind Nikko Asset Management’s Rebrand
The change is intended to reflect a new era for the firm, including its global growth, according to CEO Stefanie Drews.
10/21/2025
Goldman Sachs Launches Onshore Private Wealth Management in Riyadh, Saudi Arabia
The business will leverage the firm's "One Goldman Sachs” approach, working in partnership with Asset Management
10/21/2025
Pictet predicts bond shake-up to accompany international realignment
The failing guardrails of multilateralism are paving the way for new investment opportunities, according to Swiss stalwart Pictet’s latest asset allocation calls
10/21/2025
Private Capital Chases Deals in the Booming Wealth Management Sector
Rising demand from wealthy clients seeking investment alternatives is driving more individual investors into the private markets.
10/21/2025
Crypto confidence crisis leaves UK wealth managers trailing global peers: Avaloq
Compounding the issue is little current desire to offer crypto investing.
10/21/2025
AXA launches new wealth management plan
The series offers premium terms of five or 10 years in up to nine different currencies.
10/21/2025
AI advantage in wealth
As artificial intelligence continues to ripple through financial services, the question for wealth managers isn’t if they’ll use AI – but how.
10/21/2025
World’s Best Emerging Markets and Best Private Bank 2025: J.P. Morgan
Although many of its competitors are pulling out of emerging markets, JPMC is expanding into them.
10/21/2025
German asset manager extends feelers towards Switzerland
The independent asset manager, with a significant Credit Suisse and J. Safra Sarasin presence in its corporate DNA, considers itself well positioned for the cross-border expansion.
10/21/2025
Morgan Stanley Wealth Management Pulse Survey Reveals Inflation Concerns Persist Throughout 2025
The survey explored investor views on sector opportunities for the fourth quarter of 2025
10/20/2025
Marcuard Heritage Expands Shareholder Base
For Marcuard Heritage founders Sinan Bodmer and Adrian Guldener, the expansion of the shareholder base also forms part of a succession plan.
10/20/2025
StoneX Expands Wealth Management Offering for Latin American Clients
Through this transaction, StoneX expands its ability to serve cross-border clients with a broader range of integrated advisory and brokerage solutions supported by the firm’s global reach and infrastructure.
10/20/2025
Charlie Munger once revealed 3 reasons Warren Buffett was ‘so much richer’ than him — how to unlock mega-wealth now
Charlie Munger wasn’t known for mincing words, and that was never more true than in 2019, when at the Daily Journal Annual Meeting, he received a pointed question about his wealth that made the crowd laugh.
10/20/2025
UBS wealth management team joins firm’s new Ann Arbor office
They will operate from UBS’s newly established Ann Arbor, Michigan office, expanding the firm’s regional presence.
10/20/2025
Does borrowing make sense in 2025?
Borrowing can form part of a prudent financial plan, although the risks should be carefully considered.
10/20/2025
Man Group’s bond star: The three tenets that keep Jonathan Golan on top
Jonathan Golan remains bullish on financials and European bonds after racking up his 48th Citywire AAA rating in a row.
10/20/2025
PwC report highlights opportunity for Channel Islands wealth managers to ‘step-up’ pace of transformation
The report shows that the performance of the Channel Islands wealth management sector appears strong at first glance, but a deeper analysis reveals a more nuanced picture.
10/20/2025
LGT Group chair Prince Max warns against abandoning ESG principles
The three dimensions of ESG are relevant for every business and should be assessed by smart investors in their investment decisions.”