12/17/2025
Banque Richelieu Switzerland: New CEO, New Focus, New Headquarters
Zurich-based private bank became Banque Richelieu Switzerland.
Wealth and Asset Management
12/17/2025
Brookfield’s 2026 Investment Outlook: A Defining Moment for Global Markets
A structural, multi-decade cycle is underway, powered by rising electricity demand, rapid AI adoption, and the reorientation of global supply chains.
12/17/2025
Los Angeles-Based UBS Advisor Team Wise River Advisors Ranked #10 on Forbes America’s Top Private Wealth Management Teams List
Wise River Advisors ranked #10 nationally, marking the fourth consecutive year that the team has been named to the list.
12/17/2025
Expect changes in investor behavior in 2026 as prediction markets expand
Wealth managers are already seeing changes in investor behavior due to the growth of prediction markets and sports betting. And they expect more evolution in 2026.
12/17/2025
Julius Baer favours financials going into 2026
The Swiss private bank also expects the asset management industry to see steady revenue growth continuing.
12/17/2025
EP Wealth acquires Clearview Wealth Advisors
The acquisition brings approximately $218m in assets under management to EP Wealth’s Phoenix region.
12/17/2025
Wealth Enhancement acquires Spectrum Wealth Management and Putman Group
The transaction will add a team comprising an adviser, 14 financial professionals, and five support staff into Wealth Enhancement, overseeing more than $182m in client assets.
12/17/2025
Rosell Wealth Management Rebrands as Exemplar Wealth Advisors, Adds Partner, and Launches Exit Planning Focus
“Local Wealth Firm Rebrands to Meet Owners’ Next Big Challenge”
12/17/2025
Aquila launches new asset manager in Zurich
Activities that require a license as a bank, securities firm or manager of collective assets are expressly excluded," as stated in the Official Gazette of the Commercial Register .
12/16/2025
Four US managers battle to beef up Asia wealth channels
The next decade's winner in asset management will be made in private banking distribution. But is there only one playbook for growth in Asia? Citywire Asia speaks to four top US managers on their take.
12/16/2025
DBS Appointed as Singapore’s First Onshore RMB Clearing Bank
The approval was announced during the Singapore–China Joint Council for Bilateral Cooperation meeting held in Chongqing, underscoring its significance within the broader framework of bilateral financial cooperation.
12/16/2025
BlackRock Expands Citi Partnership, Appoints New Leader
Under the agreement, clients currently managed by CIM will continue to receive wealth advice, asset allocation support, and strategic guidance from their existing Citigroup private bankers.
12/16/2025
Aviva launches flexible solution for DB surplus transfers to DC schemes
The flexible solution, which offers a secure and compliant way to deploy surplus capital, is available to new and existing clients whose DB schemes are in surplus.
12/16/2025
Van Lanschot Kempen has selected Amundi Technology’ ALTO Investment
Under a fully integrated model, Van Lanschot Kempen will rely on ALTO Investment, serviced by Amundi Technology, for front to middle office functionality.
12/16/2025
Hightower Announces Launch of Hightower Signature Wealth
HTSW complements Hightower’s existing model with a fully integrated platform that optimizes efficiency, streamlines operations, and leverages the firm’s national scale and resources.
12/16/2025
Partners Group finds partners in Austria
This is intended to strengthen sales not only in Austria, but also throughout Central and Eastern Europe.
12/16/2025
Wealth Enhancement Announces Acquisition of Spectrum Wealth Management and Associated Tax Practice
This partnership brings the firm's total client assets to more than $131.2 billion.
12/16/2025
V-Bank partners with Zurich fintech
The partnership will enable full digital onboarding.
12/15/2025
RBC WM hires six bankers across Hong Kong and Singapore
The Canadian bank continues its hiring splurge, recruiting four private bankers in Singapore and two in Hong Kong.
12/15/2025
Bank fund selectors tell asset managers to show more conviction
Traditional long-only products remain the cornerstone of private banks’ investment offerings, but fund selection bosses say asset managers must evolve and differentiate.