06/30/2025
National Bank extends and expands Project Helvetia
The SNB has evaluated the project and decided to extend it for another year and continue the pilot operation until at least mid-2027.
Wealth and Asset Management
06/30/2025
Leonteq responds to criticism of management remuneration
In the future, Leonteq shareholders will be able to vote prospectively and separately on all compensation components.
06/27/2025
Transforming tomorrow: Navigating wealth management’s big questions
Crowe’s keynote will assess the impact of these themes on our investment and retirement outlook as well as outline how attendees can best consider the ecosystem they are a part of.
06/27/2025
LPL Financial Welcomes Wyatt Wealth Management
He reported serving approximately $180 million in advisory, brokerage and retirement plan assets* and joins LPL from Wells Fargo Advisors.
06/27/2025
Rathbones Asset Management achieves SDR labels across its four-fund sustainable multi-asset range
The Financial Conduct Authority introduced SDR a year ago following investor concerns over greenwashing, seeking to restore trust and improve transparency in the sustainable investment space.
06/27/2025
Winners from Crown Dependencies announced for Citywealth Brand Management Awards 2025
They also recognise the ever important marketing and press function within financial services and the challenges they face as they switch to ESG stakeholder models.
06/27/2025
Endowus Wealth Insights Report 2025: Bridging the Wealth & Retirement Gap: Endowus Wealth Report Reveals Disconnect Between Investor Goals and Behaviour in Singapore
Endowus study reveals gap between goals and actions, calling for stronger advisor alignment and greater fee transparency
06/27/2025
Brown Advisory to buy London-based Marylebone Partners
Brown Advisory is in advanced talks with Marylebone, in a move which will pave the way for it to offer endowment-style offering for non-US clients.
06/26/2025
Strong recognition for IQ-EQ talent in 2025 Citywealth Brand & Marketing Awards
The Citywealth Brand & Marketing Awards celebrate outstanding achievements in brand development, strategic marketing and digital innovation across the global wealth management, private client and financial services sectors.
06/26/2025
Global Wealth Office at Nest Seekers International Unveils Dubai Expansion: Establishing the Middle East as a Commanding Force in Global Wealth Leadership
This milestone reinforces Global Wealth Office’s commitment to the Middle East as a global hub—accelerating UAE–U.S. capital flows, advancing strategic investments, and attracting high-value global investors through seamlessly integrated
06/26/2025
New wealth of top 1% surges by over $33.9 trillion since 2015 – enough to end poverty 22 times over, as Oxfam warns global development “abysmally off track” ahead of crunch talks
Oxfam’s new analysis examines the failures of a private investor-focused approach to funding development.
06/26/2025
Wealth managers need upgraded reporting in the age of funds
Fabian Scheler, a portfolio manager at multi-family office Amadeus Capital in Geneva, explores the challenge of obtaining and integrating fund data.
06/26/2025
Spotlight on small businesses and high net worth individuals as HMRC mind the gap
The statistics show that the overall tax gap is estimated at 5.3% of total theoretical tax liabilities, equating to £46.8 billion.
06/26/2025
The merger of Gonet & Cie SA and ONE swiss bank SA is effective
The Bank now deploys an expanded range of products and services, encompassing the combined expertise of the asset management teams at Gonet and Dynagest, serving private and institutional clients.
06/26/2025
Ex-Goldman wealth veteran focuses on family values
With the 20-year anniversary of the firm’s launch and ceding by two major families, fast approaching, he is starting to look back at the influences which have shaped his career and analyse today’s catalysts for change.
06/26/2025
High-Net-Worth Families Around the World Are Accelerating the Transfer of Wealth to Their Heirs
The great wealth transfer is already underway, as baby boomers begin transferring trillions of dollars to millennials and Generation Z, who are inheriting more money and at younger ages
06/26/2025
Quintet pioneers private markets portfolio integration
Quintet offering developed in collaboration with BlackRock, leveraging the firm’s evergreen private markets platform
06/26/2025
Van Lanschot Kempen creates bespoke private markets portfolio
This approach places emphasis on a long-term investment strategy and enables the scheme to focus on high-conviction investments in private markets.
06/26/2025
Natural damage in Switzerland – Helvetia presents facts and figures on the most important threats
Switzerland, with its numerous mountains, bodies of water, and its exposed location in the center of Europe, is highly exposed to natural disasters.
06/26/2025
HIGHVERN in the running for STEP Trust Company of the Year
The annual awards are globally recognised as a benchmark of excellence in the private client industry, celebrating the highest standards of service, innovation, and professionalism across the wealth management sector.