High street banking giants vie for £2.5bn wealth manager Evelyn
Barclays and NatWest are both through to the second round of an auction of Evelyn Partners, which manages nearly £64bn in assets, Sky News learns.
Wealth and Asset Management
15321 articles found
$4.2B SteelPeak Wealth Adds BNY Pershing as Custodian
SteelPeak Wealth, which Emigrant Partners backs, has agreed to use BNY Pershing for its custody and clearing.
Will the US dollar dip further as America's rate advantage fades?
They justified the move by citing a modest recovery in Japan’s economy, a tight labor market, and high levels of corporate profits despite the impact of tariffs.
Wealth Enhancement to Acquire Dent Wealth Advisors, an Independent RIA with Over $340 Million in Client Assets
This partnership marks Wealth Enhancement's first location in Louisiana and will bring the firm's total client assets to more than $132.5 billion.
Nomura : International Wealth Management Opens New Premises in DIFC
This strategy, coupled with the hiring of senior, experienced relationship managers, has led to the successful expansion of the business.
CBA to repay $68m in fees to low-income customers
CBA elected to make the repayments after the Australian Securities and Investments Commission issued a critical report in July about the impact of bank fees on customers receiving Australian government concession payments.
MUFG sees risk of Swiss National Bank negative rates if Swiss franc stays strong
MUFG analysts argue that persistent franc strength would increase pressure on the SNB to respond through a combination of renewed currency intervention and potentially reintroducing negative interest rates.
Tailored service and stability: the fundamentals of a swiss private bank
There are many reasons why wealthy individuals choose to live in Switzerland and invest their assets there.
Combined wealth of the world's 10 richest surpasses $2.5T
The combined wealth of the world's 10 richest people has reached $2.536 trillion, with Elon Musk claiming the top spot.
OpenWealth (CaixaBank Group) surpasses €10 billion under supervision and consolidates its leadership in the management of UHNW and family offices in Spain
CaixaBank was the first bank in Europe to launch this service, with a unique value proposition in the market
Prometeia Recognized at the Private Banking Switzerland Awards 2025
Prometeia was ultimately awarded Wealth Management Technology Platform of the Year