09/09/2025
Private markets give banks an operational headache
Private markets are still geared to institutional investors making large subscriptions. Wealth players delving into this area risk an administrative mess.
Wealth and Asset Management
09/09/2025
Broadridge Acquires Retirement Plan Technology Provider iJoin
Combined capabilities will help record keepers, financial advisors, asset managers, and insurers improve retirement participant outcomes and unlock growth opportunities
09/08/2025
Wealth Management Industry Awards Celebrates Excellence and Innovation at 11th Annual Ceremony
Record-breaking participation highlights industry growth as winners announced at prestigious Cipriani 42nd Street gala
09/08/2025
NBK Wealth names head of UAE private banking
The wealth management arm of National Bank of Kuwait Group manages $22bn in assets as of the end of 2024.
09/08/2025
Syz Group triples its half-year profit 2025
The minority shareholders' share of profit amounted to CHF 844,000, resulting in a net profit for the Group 's shareholders of CHF 6.5 million.
09/08/2025
Rothschild in deal with LLB to boost its wealth management ops in Dubai
The agreement with LLB will bring around 20 employees to Rothschild & Co’s Wealth Management business
09/08/2025
Standard Chartered wealth and retail head urges diversification amid correction risks
‘There could be another correction. These things happen,’ Standard Chartered’s Judy Hsu says
09/08/2025
Citi to Deliver New Customized Portfolio Offering Powered by BlackRock to Citi Wealth Clients Globally
Harnesses the power and scale of two global leaders in wealth
09/08/2025
Hargreaves Lansdown opens up access to private markets through pensions
The funds invest in private assets that can potentially generate higher returns, as well as public investments that are easier to sell.
09/08/2025
Cerity to merge with New York financial advisory firm Graypoint 
Graypoint’s clientele includes high-net-worth and ultra-high-net-worth individuals and institutions.
09/08/2025
Investors more concerned about wealth transfer than returns
The research also showed investment returned mattered less for the company’s clients.
09/08/2025
Global banks rush into Credit Suisse vacuum to serve Swiss companies
JPMorgan and Deutsche Bank among lenders competing for country’s businesses
09/05/2025
Citi’s Asia private bank ramps up hiring as strong capital inflows drive regional rally
Growing number of wealthy clients want to take advantage of market rallies and alternative investments like hedge funds and private equity
09/05/2025
Merrill and Bank of America Private Bank Launch New Alternative Investments Program to Ultra-High-Net-Worth Clients
New Program Unlocks Access to Institutional-Grade Private Market Funds for Qualified Clients
09/05/2025
Goldman Sachs and T. Rowe Price Announce Strategic Collaboration to Deliver Innovative Public-Private Investment Solutions
Firms will broaden access to diversified public and private market portfolios with a focus on retirement and wealth channels
09/05/2025
Schroder Investment Solutions expands distribution reach of Model Portfolio Service
Each range includes between six and nine model portfolios, covering a broad spectrum of risk profiles, all with an annual management charge of only 15 basis points.
09/05/2025
Hawksford enhances European Fund and Corporate services offering via Luxembourg acquisitions
The acquisition of Equiom’s Luxembourg business follows Hawksford’s acquisition of Equiom’s Netherlands operation earlier this year.
09/05/2025
Channel Islands Wealth Management professionals join Citywealth Powerwomen Awards judging panel
She won a gold award at the Citywealth Powerwomen Awards 2025 in the Champion of the Year category.
09/05/2025
Lombard Odier Gives Swiss Private Banking a New Face
From the outside, the building on Route de Lausanne hardly suggests the headquarters of a private bank.
09/05/2025
Taxation of trusts is ‘complex’ says wealth management expert
Housing Secretary Angela Rayner has faced mounting pressure after it emerged she failed to pay enough stamp duty on a flat she bought in Hove this year.