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Wealth and Asset Management

08/22/2025

Morgan Stanley Investment Management’s 1GT Invests in Series C Funding for Overhaul Group

The Company’s proprietary IoT-enabled software provides real-time cargo tracking and protection, while proactively responding to threats to asset integrity.

08/22/2025

Bank of Singapore loses private banker

The private banker had been with the Singaporean bank for over seven years, and was previously with UOB and UBS.

08/22/2025

What not to do with £100 million, according to top wealth managers

Leading voices from the Tatler Address Book share the pitfalls to avoid

08/22/2025

Centricity Expands Private Banking Team to Boost Reach Beyond Metros

They will manage portfolios exceeding INR100 crore (USD12 million) in major cities, and portfolios above INR50 crore (USD6 million) in tier II and III locations.

08/22/2025

UBS slashes euro zone corporate earnings outlook for 2025

UBS, which had previously estimated flat growth for 2025, expects earnings to recover with a 5% growth in 2026 and a faster acceleration in 2027, supported by improving trade dynamics and policy clarity.

08/22/2025

The power of precision: private banks turn to new generation of clients

By combining different types of artificial intelligence, wealth managers can deliver a personalised service to today’s younger, affluent clients

08/22/2025

Clientis Key figures and annual reports

Information on the business development of the Clientis Group and Clientis banks

08/22/2025

Luzerner Kantonalbank Reports 1st Half 2025

Best half-year result in history

08/22/2025

UBS and Gaëlle Deschamps Empower the Next Generation of Female Leaders in Jersey

“Empowering young women to lead isn’t just morally right — it’s economically smart. Closing the gender gap could unlock $12 trillion for the global economy.

08/22/2025

UBS Announced as Official Partner for Supertri League Jersey

The partnership reflects a shared commitment to performance, purpose and positive impact, both on and off the course.

08/22/2025

Sanctuary Wealth Welcomes Marksman Wealth Management

San Antonio-based Firm to Drive Growth Through Sanctuary's Partnered Independence Model

08/22/2025

Hong Leong Opens New Private Banking Office in Singapore

The office marks another milestone for the Malaysian private bank, which has been ramping up for growth as of late.

08/22/2025

Busy first half of 2025 - Zürcher Landbank

Encouraging business performance despite challenging interest rate environment

08/21/2025

Carlyle buys wealth giant Intelliflo

Private equity powerhouse targets the tech provider for its latest purchase

08/21/2025

Rothschild & Co Hit by Volatile Markets

In the first half of 2025, the bank posted a sharp drop in profit amid restructuring and turbulent markets.

08/21/2025

Sygnum and Incore Expand Partnership to Scale and Future-Proof B2B Digital Asset Banking

Sygnum and Incore were among the first banks in Switzerland to receive FINMA approval for digital asset banking services.

08/21/2025

Bank Zimmerberg exceeds strategic goal

It was able to partially compensate for the decline in interest margins with growing commission income.

08/21/2025

Standard Chartered eyes affluent growth via digital wealth-lending and global network

The bank is positioning to capture the next wave of growth, according to Ayesha Abbas.

08/21/2025

Julius Baer bets China stocks to close gap on soaring HK shares

Hong Kong stocks’ strong rally this year has driven the premium mainland shares trade at to a record low, creating a trading opportunity, but not all investors are convinced.

08/21/2025

Canaccord Genuity Group Inc. through its Australian operation announces acquisition of wilsons advisory

Agreement substantially increases the scale of the Company’s Australian wealth management business and establishes a strong platform for continued growth

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