Deutsche Bank launches private markets fund for private clients in collaboration with DWS and Partners Group
Clients can access the new offering via their advisory relationship.
Wealth and Asset Management
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UBS agrees to €835m payout over French cross-border business
With the payout, the banking giant resolves a case over cross-border business activities in France between 2004 and 2012.
Artorius marks 10-year anniversary with Lancashire investment manager acquisition
Deal extends North West presence, brings wealth advice to new clients with assets moving to BNY Pershing.
Sieg to retire as JPMorgan Advisors CEO, successor will take over immediately
The wealth management executive has headed the business since 2021
Texas-based investor takes stake in James Hambro & Partners
This represents a hugely exciting opportunity for our clients and all of us here at JH&P.
Bernstein Private Wealth Management Wins Best Broker-Dealer Ultrahigh-Net-Worth Service at the 2025 WealthManagement.com Industry Awards
Firm achieved "Wealthies" award for its approach to serving the complex needs of the world's wealthiest global families and family offices
Banks propose new funding model to keep regional branches open
The plan submitted to Treasury on Friday by the Regional Banking Investment Alliance, which represents 21 small banks with a physical regional presence, would provide financial support for 5000 bank branch workers in regional locations.
Asean private banks reveal top innovations in a volatile year
The region’s private banks and wealth managers have introduced more defensive investment strategies, bolstered their alternatives propositions and added new functionality for clients.
LGT Crestone announces rebrand to LGT Wealth Management, marking next phase of growth in Australia
For employees, the rebrand recognises their expertise and positions the firm to attract and retain the best talent in Australia’s wealth sector.
WRISE Academy Charts New Chapter with Changsha Office Launch
The new location underscores WRISE's commitment to provide high-net-worth individuals and wealth management elites in Central China to drive breakthroughs in the wealth management industry.
Oberon to acquire WH Ireland’s Wealth Business
Proposed Acquisition of WH Ireland’s Wealth Management Business
Saxo Bank launches PartnerConnect for wealth management professionals in France
Independent asset managers and financial advisors can now manage client portfolios in one comprehensive system.