11/18/2025
Evelyn Partners opens first round of bids as ‘Project Condor’ kicks off
Buyers have been set a deadline as one of the UK’s largest wealth managers fires the starting gun on a sale
Wealth and Asset Management
11/18/2025
SIX reaches milestone: Over CHF 1 trillion in international assets in custody
SIX's international custody business has reached a record high, with over CHF 1 trillion in international assets under custody for the first time.
11/18/2025
Deutsche Bank to recruit 250 bankers for wealth management – report
The bank plans to allocate around €300m ($348m) for its wealth management division over the next three years.
11/18/2025
UBS Global Wealth Management hosts Jersey events on women’s wealth, leadership and legacy
The panel shared insights and experiences on how financial confidence and purposeful leadership can transform lives, businesses and communities.
11/18/2025
Hong Leong Assurance introduces Legacy Wealth for Malaysia’s affluent
Malaysia’s high-net-worth population is projected to grow by 35% by 2028.
11/18/2025
Citywealth Future Leaders Awards 2025 announces winners from Crown Dependencies
Before announcing the winners, Karen Jones, CEO of Citywealth, stepped on stage and asked for a minute silence to mark Remembrance Day, while red poppies appeared on the screens.
11/17/2025
Schroders' HK office sees Asia equity flows turn positive after 'many years'
The British firm's Hong Kong business regional funds turn a corner, marking a big switch in client behaviour, after global strategies had been driving record gross inflows.
11/17/2025
Digital Wealth Partners Awarded Investment Excellence Award from Wealth & Finance International Magazine
Most Pioneering Digital Asset Wealth Management Firm 2025 - Texas
11/17/2025
Interview with Mr. Selman Bicaco, Head of Private Banking and Wealth Management, Piguet Galland & Cie
The bank’s principal clientele continues to be French-speaking Swiss.
11/17/2025
The Mather Group partners with Napa Wealth Management
This partnership strengthens TMG’s presence in Northern California and expands its ability to serve business owners and families.
11/17/2025
Switzerland and Luxembourg: rivals in form but allies in substance
The director of the Association of Swiss Private Banks (ABPS), Jan Langlo, details the Swiss resilience and the complementary relationship with Luxembourg.
11/17/2025
Standard Chartered’s Future of Trade: Digitalisation report highlights global corporates’ priority on building strong foundations before scaling innovation
This reflects a pragmatic approach that the underlying infrastructure must be robust before emerging technologies can deliver value at scale.
11/17/2025
Private Banking: Between High Figures and Hard Questions
The accompanying study introduced a new distinction between institutions with more than 20 billion francs in client assets and those below that threshold.
11/17/2025
Rumors about UBS's departure are gaining new traction.
UBS Chairman Colm Kelleher and US Treasury Secretary Scott Bessent are said to have held informal talks about relocating the bank's headquarters to the USA.
11/17/2025
Ninety One interim profit up on strong markets and net inflows
Net inflows were GBP4.3 billion, recovering after net outflows of GBP5.3 billion a year prior, due to organic net inflows of GBP2.4 billion and the Sanlam inflow of GBP1.9 billion.
11/17/2025
Wealth management is Malta’s next frontier - Finance Malta chairman
Reputational challenges still linger
11/17/2025
Lone Star Acquires Multi-Asset Real Estate Portfolio from St. James’s Place
The office properties are all situated in London, while the retail assets consist of high-quality retail warehouses with strong tenant bases.
11/17/2025
Riding the private market wave while respecting limits of liquidity
Promoters of private markets rely on structural stories to fuel thirst for their product, but they admit questions will increasingly arise about whether growth is sustainable
11/14/2025
The Asia Generational Wealth Report 2025: Succession in a New Era
The findings highlight five key reflection points for families and family offices, from preparing for emerging assets to empowering successors with real authority.
11/14/2025
OneVest Introduces Enhanced Multilingual Capabilities, Supporting Global Wealth Managers with More Inclusive Advisor & Client Experiences
While many fintech platforms focus narrowly on interface translation, OneVest is transforming what accessibility looks like by delivering true multilingual integration across the full advisor and client experience.