05/09/2025
Boreal on Growth Path
Over a two-year period, assets under management, client numbers, and headcount have increased significantly.
Wealth and Asset Management
05/09/2025
Largest private banks seek to strike ‘digital gold’
The wealth management industry is looking to its largest players for waves of digital disruption, transforming relationships with clients and stewardship of their assets.
05/09/2025
One Bank: The strength of teamwork
The event brought together 250 people from different – in some cases distant – parts of the group.
05/09/2025
Wave of PM exits at Schroders amid sweeping ‘transformation’
Major reshuffle at UK investment giant sees top managers leave as $193m cost-cutting drive gears up.
05/09/2025
Credit Suisse Veteran Boosts Private Bank with Strategic Expertise
This strategic move signals a commitment to strengthen and expand the brand’s presence within the Swiss market.
05/09/2025
Brookfield Wealth Solutions Announces First Quarter Results and Declares Quarterly Distribution
The increase in earnings for the current period reflects contributions from AEL
05/09/2025
Wealth Tech Awards 2025: Winners and highly commended
Best Private Bank in Asia for Big Data Analytics and AI
05/09/2025
Northern Trust Named Best Private Bank in U.S. for Digital Wealth Planning, Digital Customer Experience
Judged by a panel of experts, the awards highlight companies and products that use technology to enhance client experiences, streamline operations and improve investment outcomes.
05/09/2025
Quilter Cheviot Europe buys Dublin advisory firm GillenMarkets
The acquisition will see the Irish firm's founder, five investment advisers, and their support team integrate into QCE.
05/08/2025
KGI names Raymond Yeung as MD of wealth management
Raymond Yeung is hired as managing director of wealth management for the China market.
05/08/2025
UBS survey shows wealthy women, and the next generation, feel unprepared for the Great Wealth Transfer
The report, capturing perspectives from women at various stages of the wealth transfer process, highlights the urgency for better preparation and communication to ensure a smoother transition.
05/08/2025
Schroders sponsored report by Impact Investing Institute identifies long-term investment opportunities for wealth managers in impact space
The new report delivers key insights into the demand drivers for impact investing and how this area of investment can provide value to both clients and wealth managers.
05/08/2025
DBS: First-quarter profit before tax at record SGD 3.44 billion
Total income rose 6% to SGD 5.91 billion from balance sheet growth
05/08/2025
Leonteq announces changes to its organisation
Leonteq will resize its Executive Committee from 7 to 5 members with immediate effect.
05/08/2025
Evelyn Partners trading update for the three months ended 31 March 2025
At the end of Q1 the Group successfully completed the sale of its professional services business as it strategically refocuses solely on wealth management.
05/08/2025
Rathbones Group Plc Trading Update
This reflected the broader industry trend of weaker flows into equity, fixed interest and multi-asset funds, with flows leaning more towards money-market funds in the quarter.
05/08/2025
Retirement Planning drives demand for bespoke investment services
Around 93% of advisers questioned say that it is driving increased interest in bespoke investment services.
05/08/2025
BBVA Opens Its Third International Private Banking Hub in Spain, Following the U.S. and Switzerland
The new unit, based in Madrid, has 5 professionals dedicated to international clients
05/08/2025
VCC Structures Are Positioning Singapore as a Prime Global Location for Wealth Management
Among the MAS’s aims for the VCC is to encourage more funds to be domiciled in Singapore and enhance the city-state’s value as an international fund-management centre.
05/08/2025
Successful first quarter for Valiant in 2025
Valiant remains on a good course in a volatile interest rate environment and achieved a solid operating result of CHF 53.7 million (-5.7%).