Citi to Deliver New Customized Portfolio Offering Powered by BlackRock to Citi Wealth Clients Globally
Harnesses the power and scale of two global leaders in wealth
Wealth and Asset Management
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Hargreaves Lansdown opens up access to private markets through pensions
The funds invest in private assets that can potentially generate higher returns, as well as public investments that are easier to sell.
Cerity to merge with New York financial advisory firm Graypoint 
Graypoint’s clientele includes high-net-worth and ultra-high-net-worth individuals and institutions.
Investors more concerned about wealth transfer than returns
The research also showed investment returned mattered less for the company’s clients.
Global banks rush into Credit Suisse vacuum to serve Swiss companies
JPMorgan and Deutsche Bank among lenders competing for country’s businesses
Citi’s Asia private bank ramps up hiring as strong capital inflows drive regional rally
Growing number of wealthy clients want to take advantage of market rallies and alternative investments like hedge funds and private equity
Merrill and Bank of America Private Bank Launch New Alternative Investments Program to Ultra-High-Net-Worth Clients
New Program Unlocks Access to Institutional-Grade Private Market Funds for Qualified Clients
Goldman Sachs and T. Rowe Price Announce Strategic Collaboration to Deliver Innovative Public-Private Investment Solutions
Firms will broaden access to diversified public and private market portfolios with a focus on retirement and wealth channels
Schroder Investment Solutions expands distribution reach of Model Portfolio Service
Each range includes between six and nine model portfolios, covering a broad spectrum of risk profiles, all with an annual management charge of only 15 basis points.
Hawksford enhances European Fund and Corporate services offering via Luxembourg acquisitions
The acquisition of Equiom’s Luxembourg business follows Hawksford’s acquisition of Equiom’s Netherlands operation earlier this year.
Channel Islands Wealth Management professionals join Citywealth Powerwomen Awards judging panel
She won a gold award at the Citywealth Powerwomen Awards 2025 in the Champion of the Year category.
Lombard Odier Gives Swiss Private Banking a New Face
From the outside, the building on Route de Lausanne hardly suggests the headquarters of a private bank.