07/29/2025
CaixaBank Private Banking surpasses €50 billion under independent advisory, consolidating its leadership in Europe
The service now has nearly 14,500 clients
Wealth and Asset Management
07/29/2025
New Wealth Management Research Finds Transition Support Services Critical to Retaining Assets During Advisor Moves
Advisors retain more assets in lateral moves—but transitions remain challenging, according to new research issued by Cerulli Associates and sponsored by 55ip​
07/29/2025
Swiss fund market grows thanks to new money inflows
The devaluation of the US dollar had a negative impact on the performance of Swiss funds.
07/29/2025
BNP Paribas seeks to selectively expand global wealth footprint
Vincent Lecomte, chief of the wealth management unit at BNP Paribas, is setting his sights on next-gen investors, Asia’s surge, and staying ahead of fintech disruption
07/29/2025
Efficiency, Scale, and Growth: The Back-Office as a Strategic Asset
Once seen merely as a cost center or operational necessity, the back-office is now a strategic enabler—central to delivering efficiency, scalability, and increased competitiveness.
07/28/2025
Insurance exec shares three basic wealth management strategies
Fast forward five years, post-pandemic, CK Wealth grows steadily, in step with the country’s and local insurance industry’s growth.
07/28/2025
Close Brothers sells Winterflood for £104m
US-headquartered Marex Group buys influential market maker business from bank with eye on expanding presence with UK wealth managers.
07/28/2025
How private banking expertise and brokerage excellence are building lasting success for 18 Bricks
Former private banker, star broker and CEO, Mohamed Rafik shares how he built up 18 Bricks
07/28/2025
Inside UBS’s mission to become a $5tn wealth manager: ‘We’re only beginning to flex our muscles’
The bank has ceded little ground in its home market since it took over Credit Suisse, but it is still struggling to hit its stride in the all-important US market
07/28/2025
Leading law firm for family wealth management at China Business Law Awards 2025
The annual China Business Law Awards are based on hundreds of nominations received from China-focused corporate counsels and legal professionals around the world.
07/28/2025
FNZ Announces Strategic Partnership with Microsoft to Accelerate the Transformation of the Wealth Management Industry
The partnership combines FNZ’s industry-leading technology, wealth management expertise and global reach with Microsoft’s advanced AI capabilities, cloud infrastructure and engineering excellence.
07/28/2025
Rathbones MPS relaunch: ‘It’s taken us a long time to get this right’
David Coombs, head of multi-asset at Rathbones Asset Management, shares the inner workings of the new MPS and its early asset allocation.
07/28/2025
SIX Reports Higher Operating Income and Improved Margin in First Half of 2025
S&P revised its rating outlook for SIX to stable.
07/28/2025
A UBS Exit Would Also Mean a Loss of Trust
For Swiss businesses, it is essential to continue relying on a knowledgeable and engaged banking partner in corporate finance.
07/28/2025
Wealth managers must focus on their multilateral world
Underpinning financial stability and market predictability, multilateralism allows family offices and private banks to support a resilient global economy through investments and philanthropy
07/28/2025
The pioneer in digital wealth management continues to grow: More clients and more assets under management at True Wealth
The number of True Wealth customers has increased to approximately 35’000, corresponding to growth within the same percentage range.
07/25/2025
Chambers High-Net-Worth guide recognizes Withers as a leading firm globally in 2025
Withers has market-leading knowledge of the intricacies of the art world.
07/25/2025
Ameriprise Financial's quarterly profit rises on higher fee income
Assets under management and the fees earned by managers depend on two factors - money flowing in and out of the funds and the performance of investments.
07/25/2025
Citi Recognized as Best International Bank in Singapore in record haul at the Euromoney Awards for Excellence 2025
Citi also named Best Investment Bank for M&A in Singapore
07/25/2025
Rathbones launches revamped active model portfolio service
The MPS will include three new in-house funds built exclusively for this range and serving as its core building blocks.