11/03/2025
How Advisors Can Win In The Great Wealth Transfer
The question isn’t whether the wealth transfer is coming—it’s whether financial advisors will still be standing when it does.
Wealth and Asset Management
11/03/2025
Bentley Reid announces Dubai office opening
DFSA Category 4 licence allows Bentley Reid to arrange and advise on its holistic wealth management services from DIFC
10/31/2025
CaixaBank reports a net profit of €4.4 billion through to September, up 3.5%, driven by business strength
This growth has been driven by the positive forward momentum of the business, supported by strong commercial activity and a stable interest rate environment.
10/31/2025
Succession uncertainty and growth demands define 2025 for private business owners
Brown Brothers Harriman survey finds business owners navigating succession uncertainty, next-gen readiness gaps, and the pressures of sustaining growth.
10/31/2025
NAB Private Wealth named Australia’s Best Private Bank for fifth year in a row
The Global Finance accolade recognises NAB Private Wealth’s commitment to excellence in private banking and expertise servicing high-net worth client needs through specialised wealth management services.
10/31/2025
Gold Holdings Ensure SNB Profit in the First Nine Months
In the three reporting quarters, the loss on foreign currency positions amounted to 9,0 billion francs and on franc positions to 0,9 billion francs.
10/31/2025
Clear vision for global development avoids philanthropic blind spots
A new approach to philanthropy can leverage strengths of venture capital investment to tackle long-standing, systemic health problems in developing nations
10/31/2025
CredCore Secures Win in Banking Category at 2025 Money20/20 Awards
This recognition underscores CredCore's mission to modernize credit markets through AI‐native infrastructure software.
10/31/2025
Inside the hidden world of reputation management for the super-rich
Welcome to the discreet world of reputation management for the super-rich: an ecosystem where privacy injunctions are negotiated long before headlines are written, where cyber specialists trace the origins of online leaks, and where lawyers act as both sh
10/31/2025
Arbuthnot Latham’s direct gilt product ‘exceeds’ expectations
The £275mn number is more than 10 per cent of the total assets under management of Arbuthnot Latham’s wealth management business.
10/31/2025
Intesa Sanpaolo reports record nine-month profit, confirms FY25 net income well above €9 billion
The Group confirmed it is on track to deliver full-year 2025 net income well above €9 billion taking into account Q4 managerial actions to strengthen future profitability.
10/30/2025
Redefining family wealth as well-being
Jay Hughes believes families should exist to enhance the lives of their members.
10/30/2025
NAB upends private banker lending metrics by removing broker loans
The plan was communicated to NAB’s private bankers late last week and heralds a complete change in the treatment of loans introduced by brokers within overall lending targets
10/30/2025
Family businesses are typically overvalued by their own leadership – by approximately 30%
This is creating a tangible risk – nearly one-third of these businesses could vanish if no buyer can be found.
10/30/2025
Standard Chartered PLC Q3’25 Results
Progress is broad-based, but our sharper strategic focus on servicing our clients’
10/30/2025
Vontobel 9-month 2025 trading update
Assets under management increased to CHF 239.7 billion at the end of September 2025 from CHF 229.1 billion at year-end 2024.
10/30/2025
Vontobel agrees to sell cosmofunding to Zürcher Kantonalbank
The transaction is expected to close in the first quarter of 2026, with no disruption to clients during the transition.
10/30/2025
Aberdeen to increase its stake in Tritax to 100% in 2029
A number of new partners of Tritax Management are also being appointed to prepare for a smooth succession.
10/30/2025
Societe Generale Results at 30 September 2025
Completion of the EUR 1bn additional share buy-back programme on 14 October 2025
10/30/2025
UBS Announces Cash Tender Offers for Debt Securities
Capitalized terms used and not otherwise defined in this announcement have the meanings given in the Offer to Purchase.