11/05/2025
Wealth Enhancement acquires Wise Wealth
Wise Wealth operates from offices in Lee’s Summit, Rolla, and Liberty.
Wealth and Asset Management
11/05/2025
Coutts increases fees for less wealthy customers – report
The King's bank increases its basic relationship fee for the first time since 2016.
11/05/2025
M&G plc Q3 2025 trading update
£1.5bn net inflows in Asset Management from external clients
11/05/2025
How low can fund fees go? If the client is SJP, 0.0075%
The 0.0075% fee State Street is charging to run 14 tracker funds for St James's Place is low even by the US passive investment giant's standards.
11/05/2025
National Council committee wants to weaken UBS capital rules
It advises that regulations should not exceed those of other international financial centers.
11/05/2025
Changing demographics and advancing technology – a new frontier for growth
The economies that embrace automation and AI early, and with strategic intent, are likely to emerge stronger, moreresilient and better positioned for long-term growth.
11/05/2025
Barclays survey finds Millennials most bullish on private markets
Barclays Private Bank’s 2025 Private Markets annual report finds that 79% of wealthy investors plan to increase their allocations to private assets, with Millennials leading growth.
11/05/2025
Lombard Odier named “Best Boutique Private Bank” at the Citywire Spain Awards 2025
This award reflects our long-standing commitment to excellence and our deep understanding of the Spanish wealth management landscape
11/04/2025
Apollo Funds Commit $6.5 Billion to Ørsted’s Hornsea 3 in the UK
Apollo Infrastructure to Become 50-50 Joint Venture Partner in World’s Largest Offshore Wind Farm Project
11/04/2025
Old Mill and Brook Financial join Kinbrook as Group’s latest Hub
Both Old Mill and Brook Financial will continue to operate under their respective brands, maintaining leadership, client relationships, and team structures.
11/04/2025
Northern Trust Expands Mandate with Avanda Investment Management to Support Monetary
Northern Trust supports Avanda’s full range of funds with the above services
11/04/2025
Standard Chartered Global Private Bank expands flagship Global Families Network Forum with Next Gen Programme
90 UHNW families from over 30 markets gathered for 2-day event in the UAE
11/04/2025
UBS chairman warns Switzerland losing its edge to Hong Kong and Singapore
His comments come as Hong Kong and Singapore become even more important hubs for international wealth managers seeking to boost revenue.
11/04/2025
Wealthspire Launches Integrated Platform Across Wealth, Institutional, and Retirement Markets
Newly formed firm unites five established businesses under one platform, advancing a shared commitment to client service and vision for the future
11/04/2025
Strategic Acquisition: Geneva Multi Family Office Grows Zurich Footprint
The deal, already approved by Swiss regulator Finma, brings all Amasus operations under the Amadeus Capital brand.
11/04/2025
Union Bancaire Privée Opens New Office in Saudi Arabia and Appoints Head to Lead Local Growth
Based in Riyadh, Mishal will oversee UBP’s operations in the Kingdom, driving local client engagement, expanding partnerships, and delivering valuable wealth management solutions aligned with Saudi Arabia’s Vision 2030.
11/04/2025
Titanbay and Adams Street Announce Private Wealth Solutions Partnership
This partnership allows us to operate in the private wealth channel in a way that reflects our institutional standards
11/04/2025
Focus Wealth Management's Michael Kosmalski Recognized at 2025 Canadian Hedge Fund Awards
The recognition underscores Kosmalski's disciplined investment approach and commitment to delivering strong, risk-adjusted returns for clients of Focus Wealth Management.
11/04/2025
Attract through stability, convince through expertise
In a Europe plagued by high levels of debt and growing political polarisation, Luxembourg appears to be an island of tranquillity in the middle of an ocean of instability.
11/04/2025
UBS executes first live tokenized fund transaction leveraging the Chainlink Digital Transfer Agent technical standard
UBS Tokenize and DigiFT showcased a live, in-production tokenized fund transaction that leverages the Chainlink Digital Transfer Agent (DTA) technical standard to complete the first-ever subscription and redemption request of a tokenized fund.