Managers of Wealth

JP Morgan Private Bank hires investment team head in Zurich

Simone Grüninger joins the US giant after tenures at UBS and Credit Suisse.

FNZ strengthens partnership with ANZ through new digital platform enhancements

The enhancements include the introduction of New Zealand’s first Virtual Banking solution and a market-leading FX API, both designed to increase efficiency, reduce risk, and accelerate investment transactions.

Wesleyan accelerates platform push with FNZ partnership

Wesleyan’s Smoothed With Profits Fund is designed specifically to sit on independent adviser platforms

Schaffhausen Cantonal Bank Half-Year Report 2025

The significantly lower interest rate level had a particularly negative impact.

Deutsche Bank scoops 11 Euromoney awards globally

Established over 30 years ago, the Euromoney Awards are considered the most prestigious awards in the financial industry.

Growth, succession, and tailor-made services: Iván Basa explores our unique positioning in Spain

The Managing Director explains that Valencian autonomy provides a framework for legal certainty, which is extremely attractive to investors from both a domestic and international point of view.

RBC Wealth Management partners d1g1t for performance and risk analytics tech

RBC has also led a new investment round in d1g1t with support from JAM FINTOP to help fuel the fintech's US expansion plans.

Hong Kong's growing asset and wealth management AUM and tax reforms poised to attract global asset managers in 2025, says KPMG

Unified Funds Exemption (UFE) refinements, strong IPO market, and virtual asset regulatory clarity enhance industry competitiveness

Maridea acquires Pinnacle Wealth Management

Brian Sheehy, founder of Pinnacle, is set to join Maridea as a senior investment advisor.

GCC wealth management landscape shifting to address investor concerns around agility and technology

Nearly 55% of GCC clients reported arranging more advisor meetings in response to market volatility, well above the global average.

Crédit Agricole CIB and Indosuez Wealth Management closed a financing for Kervis SGR’s real estate fund, Fondo Canvas

The financing was structured as a Green Loan in line with Crédit Agricole Group’s strategy.

KGI names wealth management leaders in Singapore

The Asian bank has made two senior hires in the Lion City.

Building Bespoke Portfolios with Agility

They want guidance tailored to their needs, access to niche opportunities, and investment partnerships that adapt to change.

Geneva wealth manager buys Singapore multi-family office

Jar Capital has acquired longstanding Singapore multi-family office Lyra Capital in a cash and stock deal.

UBP First half-year results 2025

Union Bancaire Privée’s client assets rose by more than 11% to CHF 171.7 billion

Hong Kong’s AUM grew 13% with 81% increase in fund inflows: SFC’s 2024 survey on asset and wealth management business

In particular, the AUM of private banking and private wealth management business grew 15% year-on-year to $10.4 trillion (US$1.3 trillion).

BLKB achieves a solid operating result in the first half of 2025 and expects consistently high distributions

BLKB achieved a solid operating result in the first half of 2025.

Saffery Trust expands global offering with UK trust and corporate services

This expansion brings 50 years of international expertise to the UK market, reinforcing the firm’s commitment to meeting clients’ evolving wealth structuring needs.

Man Group to acquire Bardin Hill

Based in New York City, Bardin Hill is an opportunistic and performing credit manager.

Who are the top bosses in wealth management?

Seven senior leaders in the sector feature in FN’s Most Influential in European Finance 2025 list

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Wealth and Asset Management