10/14/2025
The Baby Boomer wealth surge is upending the entire economy
Booming house prices and equity markets have taken Australian household wealth to a record high. The implications for the economy, politics and investing are huge.
Wealth and Asset Management
10/14/2025
Rockefeller Capital Management Welcomes New Distinguished Families and Investors to Support Next Phase of Growth
Transaction values Rockefeller Capital Management at over $6.6 billion and involves significant support from existing investors
10/14/2025
“Negative interest rates have hardly any effect on the Swiss franc.”
Low volatility makes hedging inexpensive.
10/14/2025
Royal London Asset Management strengthens private markets platform with new Asset Based Finance capability
The new capability forms part of Royal London Asset Management’s long-term ambition to build a leading private credit platform
10/14/2025
Charles Schwab plans to keep or self-refer all sub-$2-million accounts in 'seismic' shift for many RIAs -- and 'gloves off' for Schwab's wealth management evolution
By raising the minimum 300%, it's cutting total referrals by half and may be a 'killer' for many RIAs that seek to onboard Schwab's mass affluent.
10/14/2025
From extreme weather to weight loss drugs – insurers re-write risk management in an age of uncertainty
A growing range of these drugs – including major names such as Wegovy, Zepbound and Mounjaro – is already disrupting the weight loss industry.
10/14/2025
Quintet named Best Private Bank in Europe
First Luxembourg-headquartered firm to receive such recognition in 35-year history of Private Banker International Global Wealth Awards
10/14/2025
Goldman Sachs Announces Acquisition of Industry Ventures
The transaction consideration will consist of $665 million in cash
10/14/2025
Brookfield to Acquire Remaining Interest in Oaktree
Upon completion of the proposed transaction, Brookfield will own 100% of Oaktree, one of the world’s premier credit managers, further strengthening Brookfield’s market-leading and broad-based credit platform.
10/14/2025
Future Outlook for Asset Management and ETFs: Momentum Builds in the Middle East
The region’s deep pools of capital, supportive regulators and fast-growing investor base are combining to create one of the most dynamic ETF environments anywhere.
10/13/2025
Gen X urged to make the most of their wealth opportunities
As concern circulates around the older generations' wealth and the possibilities they will have in terms of financial prosperity, HLB Mann Judd says “it's not as bad as it seems”.
10/13/2025
Wealth expertise, global privileges, lifestyle rewards: How bank’s new approach helps clients grow their assets and live fully
For Singapore’s affluent banking clients, it is not just about managing millions in their assets and portfolios, it is also about being rewarded with access and privileges that match their ambitions.
10/13/2025
Gulf Bank Wins "Best Private Banking Customer Experience" Award
At the 2025 Private Banker International Global Wealth Awards
10/13/2025
“Private Banking for High-Net-Worth Individuals: Compliance, Strategy, and the 2025 Global Wealth Framework.”
For affluent clients, the question is no longer where to bank, but how to structure, govern, and sustain wealth across multiple jurisdictions under an increasingly interconnected legal system.
10/13/2025
Standard Chartered Pushes Bank-Wide Skills Revolution
The move reflects the bank’s ambition to equip every employee with the tools to thrive in an increasingly digital, fast-evolving financial landscape.
10/13/2025
Coutts in balancing act ahead of potential UK Budget fallout
The private bank is playing a fine balancing act with UK exposure ahead next month's Labour Budget.
10/13/2025
Lane Clark releases book criticizing wealth management industry
The publication addresses common investor concerns including portfolio underperformance relative to indexes, fee structures, and adviser incentives.
10/13/2025
Julius Baer faces credit losses from insolvent Degag Group, report says
"Some of the borrowers in this group are now facing financial difficulties."
10/13/2025
Titan Wealth acquire Blacktower Group in “landmark” deal
The deal adds £2.2bn (US$3bn) to Titan’s AUM but also multiple jurisdictions due to Blacktower’s regulatory coverage
10/13/2025
Ares Management Raises $5.3 Billion for Infrastructure Secondaries Strategy
Final Fund Close Exceeds $2 Billion Target