08/22/2025
Sanctuary Wealth Welcomes Marksman Wealth Management
San Antonio-based Firm to Drive Growth Through Sanctuary's Partnered Independence Model
Wealth and Asset Management
08/22/2025
Hong Leong Opens New Private Banking Office in Singapore
The office marks another milestone for the Malaysian private bank, which has been ramping up for growth as of late.
08/22/2025
Busy first half of 2025 - Zürcher Landbank
Encouraging business performance despite challenging interest rate environment
08/21/2025
Carlyle buys wealth giant Intelliflo
Private equity powerhouse targets the tech provider for its latest purchase
08/21/2025
Rothschild & Co Hit by Volatile Markets
In the first half of 2025, the bank posted a sharp drop in profit amid restructuring and turbulent markets.
08/21/2025
Sygnum and Incore Expand Partnership to Scale and Future-Proof B2B Digital Asset Banking
Sygnum and Incore were among the first banks in Switzerland to receive FINMA approval for digital asset banking services.
08/21/2025
Bank Zimmerberg exceeds strategic goal
It was able to partially compensate for the decline in interest margins with growing commission income.
08/21/2025
Standard Chartered eyes affluent growth via digital wealth-lending and global network
The bank is positioning to capture the next wave of growth, according to Ayesha Abbas.
08/21/2025
Julius Baer bets China stocks to close gap on soaring HK shares
Hong Kong stocks’ strong rally this year has driven the premium mainland shares trade at to a record low, creating a trading opportunity, but not all investors are convinced.
08/21/2025
Canaccord Genuity Group Inc. through its Australian operation announces acquisition of wilsons advisory
Agreement substantially increases the scale of the Company’s Australian wealth management business and establishes a strong platform for continued growth
08/21/2025
Lombard Odier reports half-year 2025 results
First-half operating income stood at CHF 678 million, up 2% year-on-year, driven by a 6% increase in commissions.
08/21/2025
Why it is not just high net worth individuals departing the UK
These people are also going away and these are actual UK taxpayers.
08/21/2025
Sequoia Financial to buy wealth manager The Martin Worley Group
The acquired company managed assets worth $430m as of 30 June 2025.
08/21/2025
Bank of East Asia profits rise as wealth business offsets bad property loans in Hong Kong
First-half net profit jumps 14 per cent to HK$2.41 billion (US$308.6 million), beating analyst expectations
08/21/2025
Kaiser Partner Private Bank on Track for CHF 10 Billion
The most striking improvement came in interest income, which soared 62,5 percent to 6,6 million francs.
08/21/2025
Merchant Invests In $4.2B Meridian Wealth with Aim to Fuel Growth
Merchant’s latest RIA investment comes after staking several wealth-adjacent firms in 2025.
08/20/2025
Nomura hybrid bond fund hits $500m AuM
The milestone highlights how more investors are turning to corporate hybrid debt as a way to secure reliable income, especially at a time when the broader economic outlook remains uncertain.
08/20/2025
HSBC Private Bank named as Official Event Partner of inaugural Rolex Switzerland Sail Grand Prix | Geneva
The event is set to take place across two action-packed days of racing and entertainment on Lake Geneva, September 20-21, 2025.
08/20/2025
LLB Group achieves solid interim result
These factors strengthen the banking group's position.
08/20/2025
The all-new HSBC Premier aims to grow your wealth, health, travel and international connectivity
Discover how the all-new HSBC Premier redefines banking for affluent Malaysians, with exclusive privileges spanning wealth growth, wellness benefits, travel rewards and seamless international access