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.
Wealth and Asset Management
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.”
10/20/2025
Nurturing young talent: UBP’s Graduate Programme
This season marks the beginning of an exciting journey for the new arrivals, who will embark on a twelve-month rotation across various departments, locations, and teams before they settle into their future roles.
10/20/2025
ING enters private markets deal with Macquarie
The deal expands the Dutch bank's partnerships with several other large alternatives providers.
10/20/2025
Generational shift meets AI as family offices future-proof their fortunes
Family offices boost tech and caution as generational wealth transfer and market uncertainty accelerate
10/20/2025
Schroders Capital receives £500m from Nest for further private equity investment
Rachel Farrell, Director of Public and Private Markets at Nest Invest, has praised Schroders Capital in helping Nest’s members benefit from these types of high-value deals.
10/20/2025
Berenberg Expands Fund Distribution with Clearstream Partnership
Under the new arrangement, Berenberg will leverage Clearstream’s fund distribution platform and its suite of services covering trading, custody, and trailer fee processing, designed to deliver a comprehensive, end-to-end solution.
10/20/2025
Future-proofing wealth by investing in tomorrow’s people
Investing in the fast-moving world of work, an under-recognised frontier, will likely prove a key strategy for the portfolios of wealthy families
10/17/2025
UBS opens new Advisory Office in ADGM
The move reflects UBS’s long-term commitment to the region’s evolving financial ecosystem and its dedication to serving clients seeking sophisticated solutions and global connectivity.