09/01/2025
Why Founders Talk To Wealth Advisors
Say you sell your company for $1 billion, or even a smaller $10-100 million range - where do you want the money sitting 1 week, or 1 month after it hits your primary bank account?
Wealth and Asset Management
09/01/2025
Indosuez Wealth Management finalises the acquisition of Banque Thaler
The acquisition, initially announced on 4 th April 2025, has received approval from the relevant regulatory authorities.
09/01/2025
Aberdeen and Titanbay Partner to Unlock Private Markets for UK Wealth Managers
A strategic partnership to streamline operations and scale access to private markets
09/01/2025
Survey: Apac wealth managers’ demand for alts rises
Private credit and hedge funds are the most popular in the region.
09/01/2025
New Frontier Economics report reveals Guernsey’s expanding role in supporting UK growth through international private capital
Almost 90% of Guernsey-domiciled funds' managed assets are sourced from non-UK investors, supporting FDI into the UK.
09/01/2025
Burnout, bonuses and the illusion of success
Wealth managers often assume their clients are successful business leaders, but digging deeper shows many high net worth individuals are highly problematic characters
09/01/2025
St James’s Place shares: More to come from this FTSE 100 wealth manager?
The firm beat expectations on funds under management, driven by better than expected inflows and supportive market conditions.
09/01/2025
Nikko AM becomes Amova AM
Rebranding of Japan-based asset manager
09/01/2025
Amundi Expands Income Strategy Availability in Asia
The fund invests in the Amundi Funds Income Opportunities and aims to provide stable, long-term income through dynamic asset allocation and hedging across various asset classes and regions.
08/29/2025
Citi wealth boss Andy Sieg denies claims he threw tirades, made execs cry: ‘Not accurate’
“The quality of talent that has risen up inside Citi and joined our part of the business from outside has been phenomenal. So we’re moving ahead full speed.”
08/29/2025
LPL Financial Welcomes Concentric Wealth Management
They reported serving approximately $715 million in advisory, brokerage and retirement plan assets* and join LPL from Avantax by Cetera.
08/29/2025
Bank Frick generates net profit of CHF 4.5 million
In this challenging market environment, Bank Frick achieved a net profit of CHF 4.5 million.
08/29/2025
ARC finds only 18% of wealth firms considering private markets
Most UK wealth firms that have not invested in private markets are unlikely to start allocating in the next 18 months.
08/29/2025
Del Vecchio’s Billionaire Heir Gets €350 Million From Indosuez
Indosuez Wealth Management, a subsidiary of the French lender, provided €350 million ($408 million) to LMDV Capital “to support selective investments in the industrial and real estate sectors, enhancing its existing portfolio as well as develop
08/29/2025
SEI CEO plots wealth, private assets expansion
Ryan Hicke chats with Citywire on the firm's recent $527m acquisition and other growth plans.
08/29/2025
UBS Advisor Daniel Green Named to the Forbes Top Next-Gen Wealth Advisors Best-in-State List
Daniel ranked #2 Next-Gen advisor in Tennessee by Forbes
08/29/2025
Van Lanschot Kempen: net profit of €67.8 million in H1 2025, with strong net AuM inflows of €4.6 billion
Total AuM increased by 1% to €150.6 billion (2024: €149.3 billion); €4.6 billion net inflow more than offset negative market performance of €3.3 billion
08/29/2025
New bank with positive business development
Half-year financial statements as of June 30, 2025
08/29/2025
275 Years of Rahn+Bodmer Co.: «Many Visitors Are Surprised by Us»
The institution was founded in 1750 as a silk trading house.
08/29/2025
Pictet announces first half 2025 results
The Pictet Group’s total equity and total capital ratio remain strong.