06/05/2025
Fifth Third Private Bank Recognized as Best for High Net Worth Clients for Fourth Consecutive Year
In addition, the Private Bank was named Best Private Bank for Succession Planning in the Americas for the second year.
Wealth and Asset Management
06/05/2025
Evelyn Partners Becomes Official Partner and Official Wealth Management Partner of the Athlete Investor Summit
The tie-up reflects the wealth manager’s deepening support for athletes in the sports sector as part of a wider mission to embrace what’s next for individuals, their money and the wider world
06/05/2025
Bank Syz strengthens investment leadership team with a series of senior strategic hires
These appointments reflect that ambition—ensuring clients benefit from high-quality investment advice and sustained access to distinctive, forward-looking opportunities.
06/05/2025
The ZKB promotes the canton of Lucerne to the highest league
And the rising star is the canton of Lucerne.
06/04/2025
ARC Wealth Indices Estimates
Investors with a bias towards growth were back in the ascendency, with global growth stocks outperforming their value counterparts by around 6 percentage points.
06/04/2025
Lyceus Group Named Finalist for “PR Campaign of the Year” at 2025 Wealth Management Industry Awards
Nomination recognizes Lyceus Group’s strategic communications campaign for Clough Capital in the asset management space
06/04/2025
Julius Baer shutters Qatar office, prepares Abu Dhabi launch
The Swiss wealth manager is doubling down on UAE expansion 20 years after opening in Dubai
06/04/2025
Hoxton Wealth secures over £1mn in tax refunds
The firm said recovered funds can play a key role in helping clients bolster retirement savings, fund education, or reinvest in other financial goals.
06/04/2025
NextGen HNWIs: Redefining the Future of Wealth Management
The financial world stands at a turning point.
06/04/2025
Andreas EF Utermann: The Vontobel Method for Integrity Banking
An inside look at the "Vontobel Method."
06/04/2025
Arbuthnot Latham invests in catastrophe bonds for their lack of correlation
Like many other investors and investment managers, Arbuthnot Latham has been seeking out diversification in recent months, as it noted correlated market volatility across many asset classes.
06/04/2025
US added 562,000 millionaires in 2024 but wealth management has a challenge
New report reveals gaps in how advisors work with next-gen HNWIs.
06/04/2025
Capital punishment: How Swiss bank reforms could hit UBS
Bank’s year-long tussle with government will come to a head with proposals to be unveiled on Friday
06/04/2025
Commonwealth Chooses Wealth.com to Deliver Estate Planning Platform Access to Network of Advisors
Strategic partnership empowers affiliates with modern estate planning tools for scalable, holistic wealth management
06/03/2025
Wealth Management Market Study identifies size of the HNW international life insurance market for the first time
This landmark Market Study unveils for the first time the size of the rapidly growing HNW international life insurance market.
06/03/2025
MillTech launches cash management solution in collaboration with BlackRock
MillTech has experienced significant success in providing the investment community and global corporates with automated currency management and access to better FX rates.
06/03/2025
London & Capital and Waverton Investment Management officially combine as W1M
W1M manages over £21 billion in assets, placing it among the UK’s largest wealth managers.
06/03/2025
Wealth Management Industry Awards Announces Record Number of Finalists for 2025
This year's awards program received a record-breaking 1,209 nominations, reflecting the continued growth and innovation within the wealth management industry.
06/03/2025
Julius Baer sets focused strategy to unleash its full potential through disciplined execution
The Group further shares its strategic agenda and priorities, and a new set of financial targets for the upcoming three-year period commencing in 2026.
06/03/2025
HSBC UK Private Banking partners with Addepar to provide brand-new client reporting experience
As one of the largest banking and financial services organisations in the world, HSBC is committed to delivering superior client experience powered by leading digital solutions.