01/09/2025
Bellevue Group Opens Subsidiary in Singapore
The asset manager plans to gradually expand the current team for Asia.
Wealth and Asset Management
01/09/2025
Bank of America Forms Specialist Group Serving the Ultra-Wealthy
The roughly 25 specialists will help Merrill financial advisors and their clients navigate financial needs including loans, estate planning and investment management.
01/09/2025
Sanctuary Wealth Begins 2025 with Recruitment of Hillguard Wealth Management, a $700 Million International Firm
Led by Marcello Zaffaroni and Juan Martin Campuzano, the Miami-Based Firm Joins Sanctuary from Truist Wealth for Enhanced Support and Growth Opportunities
01/09/2025
Wealth managers drive record M&A surge as UK deals climb 26% in 2024
UK wealth and asset management deals rose from 107 in 2023 to 122 in 2024
01/09/2025
SNB restarts dividend payments after CHF 80bn profit
The 2024 results mark the central bank’s first annual profit in two years.
01/09/2025
Impax shares suffer after drop in assets under management
Impax shares fell 3.4% to 234.33 pence each in London after Thursday morning's announcement.
01/09/2025
Brookfield Asset Management Announces Renewal of Normal Course Issuer Bid
Brookfield Asset Management will pay the market price at the time of acquisition for any Class A Shares purchased or such other price as may be permitted.
01/09/2025
Perigon Wealth Management Deepens Goldman Sachs Relationship
New Custodian Addition Brings Advisor Flexibility and Choice through Streamlined Services for RIAs
01/09/2025
Rothschild & Co Wealth Management Switzerland wins award for 'Outstanding UHNW Offering'
Held in Zurich, this event celebrated innovation and excellence in the realms of private banking and wealth management.
01/09/2025
Merrill Wealth Management forms advisory group to serve UHNW clients
The new group will help advisors build tailored portfolios for clients with custom asset allocation and multi-asset strategies.
01/09/2025
BEA China Redefines Wealth Management
The Bank’s newly launched Mobile Banking App is a pivotal step of this transformation journey.
01/09/2025
Nuveen targets wealth business as part of ME expansion
The American asset manager is betting on the growing family office and larger wealth space as part of its expansion into the Middle East region.
01/09/2025
Growth of new hubs challenges Swiss private banking stalwarts
In this dynamic environment, wealthy families have much more diversity in their choice of centres.
01/08/2025
Luxembourg private bank shuts Hong Kong business
Banque Internationale à Luxembourg becomes the latest European bank to shutter its Hong Kong business amid a tough economic backdrop in the city.
01/08/2025
Hong Kong relaxes investment requirements to lure family offices
The government is more closely aligning the new capital investment entrant scheme and family office tax incentives to attract assets.
01/08/2025
BIL Closes Hong Kong Office
As part of this restructuring, the bank is withdrawing from a key financial hub in Asia.
01/08/2025
Government updates ownership strategy for SGKB
The ownership strategy serves the government as a management tool for controlling the canton's majority shareholding in the SGKB.
01/08/2025
Why Banque Heritage is offboarding a third of its selected funds
The Geneva- headquartered private bank is also incorporating more quantitative elements into its fund selection process.
01/08/2025
Citi Wealth Releases Outlook 2025 - Growth Amid Discord: Strategies for a "Rule-Breaking" Expansion
Having defied usually reliable recession signals, the global economic expansion is expected to continue in 2025 and 2026.
01/08/2025
Annual finance update to explore global business opportunities
Following an opening address from Chief Executive Rupert Pleasant, Guernsey Finance's international Business Development team will take to the stage to discuss the current trends and business opportunities in their respective jurisdictions.