10/16/2025
TIAA Wealth Management Selects BNY Pershing’s Wove to Advance the Client and Advisor Experience
Industry-leading platform integration to deliver seamless wealth management solutions for retirement savers
Wealth and Asset Management
10/16/2025
UBS ramps up scrutiny of Asia clients after Singapore scandal
Third-parties are assisting with vetting of clients to spot illicit activity.
10/15/2025
ABN AMRO MeesPierson: Innovator in Entrepreneurial Wealth Strategy Excellence Belgium 2025
The bank recognises that entrepreneurial wealth management extends beyond a business exit, supporting clients at every milestone of their professional and personal journeys.
10/15/2025
Sanlam Morocco positions itself in the wealth management market
The new offering combines asset management, wealth engineering, private equity, real estate, and discretionary management
10/15/2025
7IM: Investment Update
Global growth, falling interest rates, and lower commodity costs have all contributed to a more optimistic outlook.
10/15/2025
AFH Wealth Management publishes first IFA acquisitions white paper
The white paper features the results of an independent survey, conducted by Goodman Lantern, which sought the views of IFA owners, management teams and senior advisers across the UK.
10/15/2025
Tatton sees net inflows of £1.68bn as adviser numbers rise
The investment management and IFA support services business experienced organic net inflows averaging £281m per month.
10/15/2025
Highvern Evolves fiduciary services into private capital offering
The launch follows the long-term investment by a single-family office and combination with Permian in the Nordics in mid-2025, a partnership that has enabled HIGHVERN to expand its footprint and evolve its services in line with the ambitions of today&
10/15/2025
Brooks Macdonald First Quarter FUMA Update
Total assets under advice were £5.3 billion (30 June 2025: £5.3 billion), of which £2.4 billion are Advised only assets.
10/15/2025
Lombard Odier relies on entrepreneurial spirit in Zug
Despite a promising start, the bank believes it is still far from reaching its goal.
10/15/2025
DBS named World’s Best AI Bank
Winning top award at Global Finance’s AI In Finance and Digital Bank Awards 2025 underscores the strides the bank has made in becoming an AI-enabled bank with a heart
10/15/2025
Fieldpoint Private Announces New Office in Greenwich, Connecticut
Convenient ground-level office near Greenwich Avenue at 130 Mason Street to open October 15
10/15/2025
Melville Douglas shortlisted at Citywealth International Finance Centre Awards 2026
The firm has been recognised in the category Investment Management Company of the Year – Channel Islands & Isle of Man.
10/15/2025
Cornèr Group takes over Ticino asset manager completely
Cornèr Bank has signed an agreement with Finpromotion to acquire all of its capital.
10/15/2025
ABN Amro warns mortgage, wealth management margins under pressure
The bank also said that changes to its system for assessing mortgage risk would have a negative impact on its mortgage business.
10/15/2025
WRISE Group and CTF Life Bermuda form Strategic Partnership to Expand Global Reach
Unlocks broader access to integrated wealth, legacy planning and health solutions in international markets
10/14/2025
UBP Weekly View - Earnings season kicks off
This week, Q3 earnings will be in the spotlight, with the US’s largest banks set to lead the reporting season.
10/14/2025
SIX enters into a seven-year strategic partnership with Barclays
The partnership aims to support the bank's international growth and increase cost efficiency.
10/14/2025
Quilter Investors launches absolute return equity fund
The fund is a long/short equity strategy that invests in large-and mega-cap companies, predominantly in the UK but also in Europe and the US.
10/14/2025
Banque Heritage sets up in the heart of zurich
Banque Heritage relocated its Zurich office from Tiefenbrunnen to the city centre.