Managers of Wealth

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.

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.

Redefining family wealth as well-being

Jay Hughes believes families should exist to enhance the lives of their members.

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

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.

Standard Chartered PLC Q3’25 Results

Progress is broad-based, but our sharper strategic focus on servicing our clients’

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.

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.

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.

Societe Generale Results at 30 September 2025

Completion of the EUR 1bn additional share buy-back programme on 14 October 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.

LPL Losing Nearly $1B in Commonwealth Assets to Rival B/Ds

Cetera, Osaic and Raymond James announce advisors joining from Commonwealth this week as LPL is set to give an update on its quarterly earnings call on Thursday.

Clermont Trust USA Goes Live on the SEI Wealth Platform

SEI Introduces Streamlined Implementation Model and Scalable Platform for Community Banks and Trust Companies

Highvern named on eprivateclient Top Trust Companies 2025 list

The Top Trust Companies list is compiled following a comprehensive survey of over 100 leading private wealth service providers worldwide, making this recognition a true testament to the strength and dedication of our team.

Evelyn sets £3.5k minimum annual fee for new smaller bespoke clients

The fee of £875 per quarter will be applied to Evelyn bespoke clients with less than £350,000 to invest.

€2 million net worth seen as wealth benchmark in Luxembourg

Family wealth and property are perceived keys to prosperity and younger residents fear pension shortfall, survey indicates

Broadridge Partners with LPL Financial to Win 2025 Datos Impact Award for Best Innovation in Client Engagement & Communication

Datos recognizes Broadridge’s Wealth InFocus, deployed with LPL Financial, as a technological breakthrough for deeper client relationships and accelerated digital adoption in wealth management

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Wealth and Asset Management