07/16/2025
Morgan Stanley profits rise 15% as wealth and trading divisions shine
Wall Street bank’s unit serving high-income clients pulled in $59bn of net inflows during the second quarter
Wealth and Asset Management
07/16/2025
Private banks reserve semi-liquids for wealthier clients
Alts selectors are under no illusions that liquidity is guaranteed in evergreen private markets funds.
07/16/2025
Eton Solutions Secures $58M Series C to Bring AI-Driven Wealth Management Technology to the World’s Leading Family Offices, PEs and Funds
The funding comes as Eton Solutions experiences rapid growth.
07/15/2025
Quants and the Future of Wealth Management and Financial Advice
Advisors increasingly need to address multiple, sometimes competing financial goals across retirement planning, liquidity needs, and legacy aspirations.
07/15/2025
New Chapter for Taiwanese Wealth Management
The initiative is part of a broader strategy to enhance Taiwan’s global standing as a regional wealth management center and to nurture homegrown financial expertise.
07/15/2025
Willow Bend Wealth Management, a $300 million Texas Practice Joins Merritt Point Wealth Advisors
This partnership marks a key milestone in Merritt Point’s continued expansion and long-term commitment to supporting elite independent financial advisors across the country.
07/15/2025
UK private banker Coutts ‘tilted towards risk’
The bank opted for US and Japanese stocks and styed the course as markets swung wildly.
07/15/2025
Asia and the Middle East both see significant growth in 2024 of HNW international life insurance new business sales
The study shows that HNW international life insurance new business sales in Asia grew by 6% to £7.8 billion in 2024, up from £7.4 billion in 2023.
07/15/2025
Zuger Kantonalbank presents successful half-year results 2025
This growth was evident across all business areas and underscores the bank's broad-based profitability.
07/15/2025
SJP to implement new charging structure next month
The move appeared to have been prompted by the Financial Conduct Authority’s increased focus on fair value for customers as part of its Consumer Duty work.
07/15/2025
Celebrating its 20th anniversary: Fondation Lombard Odier launches funding programme for international environmental projects
Building on two decades of experience in targeted project funding, from 2025 the foundation will support international initiatives that combine climate protection with tangible social benefits.
07/15/2025
Bank Avera takes another step towards digitalization
"bLink" enables companies to securely and standardize data exchange with their accounting systems.
07/15/2025
Banque Pictet and SIX Conclude Landmark Pilot to Tokenize and Fractionalize Corporate Bonds
This initiative, which took place on the SIX Digital Exchange (SDX), marks a significant milestone in bridging traditional capital markets with the efficiencies of digital asset technology.
07/14/2025
Korean banks focus on wealthy clients to boost profit
At these centers, PB branch managers provide one-on-one consultations and comprehensive wealth management services, covering finance, taxation, real estate, inheritance, and gift planning.
07/14/2025
Navigating Tax Turbulence: Wealth Management Strategies for High-Net-Worth Athletes in a Post-Wimbledon Landscape
For investors and wealth managers, this environment presents both challenges and opportunities to design tax-efficient portfolios that align with the unique needs of global celebrities and athletes.
07/14/2025
The wealth industry’s new all-powerful gatekeepers emerge
How the rise of managed accounts is transforming the wealth landscape.
07/14/2025
Julius Baer: Singapore Tops Priciest Cities Thrice
By goods and services, the city-state was the costliest for cars and women’s handbags.
07/14/2025
Lombard Odier’s Secret Weapon: Building Tech from Within
Rather than outsourcing innovation, Lombard Odier pursues a deliberately selective IT strategy
07/14/2025
Carlyle targets wealth managers with Clearstream partnership
Clearstream’s private markets services include order routing, settlement and asset servicing.
07/14/2025
Generational change with vision: Daniel Stucki takes over the management of Nimbus AG
The generational change initiated by founder Hansjörg Stucki in 2021 thus comes to a successful conclusion – and opens up new perspectives for the future.