Morgan Stanley Wealth Management Pulse Survey Reveals Continued Bullishness Amid Market Volatility
Investors press pause on portfolio moves
Wealth and Asset Management
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Firenze partners with wealth management firm, Artorius
Clients of Artorius will be able to borrow against the value of their investment portfolios without selling assets – known as Lombard lending.
Nominations Open for 2026 Wealth Management Industry Awards
Expanded categories spotlight innovation across partnerships, advisor intelligence, RIA leadership, recruiting, and modern storytelling
Santander announces changes to its branch network as it continues to transform for the future
Santander Locals provide face-to-face support for customers in areas where a branch has been closed, and a Banking Hub is not required.
Jupiter Appoints BNY to Deliver Streamlined Operating Model
Through this strategic relationship, Jupiter has consolidated back-office services for its offshore jurisdictions with BNY as well as outsourcing its middle office operations.
BlackRock and Partners Group Launch First-of-Its-Kind Private Markets SMA for Wealth Platforms
BlackRock and Partners Group previously announced a strategic partnership to transform retail wealth access to private markets through the introduction of a SMA portfolio solution.
Equiom Group named Trust Company of the Year – UAE at Citywealth International Awards
This recognition reflects Equiom’s depth of expertise, robust governance standards and consistently high quality of service delivered to clients in the Middle East.
CaixaBank posts a net profit of €5.89 billion in 2025, up 1.8%, driven by strong business growth
CaixaBank, with more than €664 billion in assets, serves 20.7 million customers in Spain and Portugal through a network of over 4,500 branches.
Mattioli Woods partners with J.P. Morgan to boost Centralised Investment Proposition
Under the agreement, J.P. Morgan Asset Management will design and manage a suite of bespoke global multi-asset, growth-tilted portfolios built exclusively for Mattioli Woods.
Ex-Credit Suisse chief FI selector to launch crypto strategies
Max Gnesi and Claudio Schneider of DCAP are taking traditional hedge fund trades to the crypto world.
Deutsche Bank hits 2025 financial targets with record full-year and fourth-quarter profits
Deutsche Bank has announced a record profit before tax of € 9.7 billion for 2025, up 84% compared to 2024.
The advantages of private banking with Lombard Odier
The advantages of private banking go beyond managing assets; it’s about creating a trusted partnership that evolves with your ambitions and the world around you.