10/01/2025
ABK Capital DIFC adds LGT Bank (Switzerland) Ltd. as a new international partner
To develop a strategic offering for its regional clients
Wealth and Asset Management
10/01/2025
IHT changes fuels increase in intergenerational wealth discussion
Flagstone’s latest research revealed 56% have witnessed a rise in clients wishing to talk about the subject.
10/01/2025
Leadership and growth: UBP's drivers in the EAM market
SPHERE spoke with key managers from the team to understand how the Bank is responding to the evolving needs of EAMs while consolidating its position as a market leader.
09/30/2025
Rothschild & Co named Outstanding Global Restructuring Investment Bank
These recognitions demonstrate our outstanding advisory performance and innovative approach, highlighting the strength of our Restructuring Advisory platform.
09/30/2025
CACIB and Indosuez Wealth Management inaugurate new Singapore office to support local and regional growth momentum
Crédit Agricole Corporate and Investment Bank and Indosuez Wealth Management inaugurate new Singapore office to support local and regional growth momentum
09/30/2025
SJP puts £2.2bn KKR-run fund under review
Performance across SJP funds has improved, according to the advice firm’s latest assessment of value report, but stragglers – including a KKR-run private assets fund - remain.
09/30/2025
Barclays report highlights opportunity for £60 billion boost per year to UK economy through increased investment by SMEs
In 2024, UK business investment reached a record level, and in the first half of 2025, business investment grew 3% year-on-year.
09/30/2025
HSBC Hong Kong adds industrial bank as new mainland partner under wealth management connect
Offering 500+ Wealth Solutions Under WMC Together with Three Leading Banks in Mainland China
09/30/2025
Edmond de Rothschild Asset Management makes a strategic move into the Quant space
The new product range will complement Edmond de Rothschild AM’s traditional active management product range with an additional risk/return mechanism.
09/30/2025
Quilter’s WealthSelect takes equity profits and tops up fixed income in latest rebalance
Aegon Global Sustainable Government Bond fund added to Responsible Active and Sustainable Active portfolios
09/30/2025
The rich have a wealth gap, too
Why it matters: Yes, there's a wealth gap even among the rich, as the richest of them all keep gathering a higher percentage of overall wealth.
09/30/2025
Mizuho Financial Group aims to compete with Nomura in wealth management
The firm aims to streamline its retail operations by categorising customers based on asset size.
09/30/2025
Apex Group launches AI-Driven WealthTech platform to expand retail access to private markets
The platform helps firms’ future-proof their strategies amid the expanding private markets and digital asset landscape, while ensuring compliance with a rapidly evolving regulatory environment.
09/30/2025
Rathbones reaffirms commitment to responsible investment, renewing membership of Stewardship Code
The accreditation reaffirms the Group’s commitment to responsible investment, transparent and effective stewardship and sustainable long-term value for clients and wider society.
09/30/2025
How HSBC’s Wealth Intelligence Intends to Enhance Client Experience
Joe Pickard hears from HSBC head of wealth and premier solutions Lavanya Chari about HSBC's Wealth Intelligence platform.
09/30/2025
DMCC launches wealth hub to support family office and private capital expansion in Dubai
DMCC launches wealth hub to support family office and private capital expansion in Dubai, inauguration attended by uae ministries of investment and economy, emirates nbd and deloitte
09/30/2025
TD Bank CEO outlines wealth management strategy following anti-money laundering fines
At the core of the plan is an emphasis on expanding high-margin, fee-driven businesses.
09/30/2025
ICBC accelerates digitisation of wealth management operations through innovation platform
Under the “Digital ICBC” initiative, ICBC advances to build a comprehensive wealth management ecosystem, addressing customer needs and driving sustainable growth.
09/30/2025
Close Brothers swings to £122 mln loss on motor finance provisions, business exits
The Banking division reported a 7% decline in adjusted operating profit to £198.3 million.
09/29/2025
Bernstein Private Wealth Management Named Financial Advisor Team of the Year at the 2025 Society for Trusts & Estate Practitioners Private Client Awards
Firm honored with this distinction for the second time