Wealth and Asset Management

Wealth and Asset Management

NAB upends private banker lending metrics by removing broker loans

October 30, 2025

The plan was communicated to NAB’s private bankers late last week and heralds a complete change in the treatment of loans introduced by brokers within overall lending targets

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Wealth and Asset Management

Family businesses are typically overvalued by their own leadership – by approximately 30%

October 30, 2025

This is creating a tangible risk – nearly one-third of these businesses could vanish if no buyer can be found.

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Wealth and Asset Management

Standard Chartered PLC Q3’25 Results

October 30, 2025

Progress is broad-based, but our sharper strategic focus on servicing our clients’

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Wealth and Asset Management

Vontobel 9-month 2025 trading update

October 30, 2025

Assets under management increased to CHF 239.7 billion at the end of September 2025 from CHF 229.1 billion at year-end 2024.

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Wealth and Asset Management

Vontobel agrees to sell cosmofunding to Zürcher Kantonalbank

October 30, 2025

The transaction is expected to close in the first quarter of 2026, with no disruption to clients during the transition.

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Wealth and Asset Management

Aberdeen to increase its stake in Tritax to 100% in 2029

October 30, 2025

A number of new partners of Tritax Management are also being appointed to prepare for a smooth succession.

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Wealth and Asset Management

Societe Generale Results at 30 September 2025

October 30, 2025

Completion of the EUR 1bn additional share buy-back programme on 14 October 2025

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Wealth and Asset Management

LPL Losing Nearly $1B in Commonwealth Assets to Rival B/Ds

October 30, 2025

Cetera, Osaic and Raymond James announce advisors joining from Commonwealth this week as LPL is set to give an update on its quarterly earnings call on Thursday.

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Wealth and Asset Management

UBS Announces Cash Tender Offers for Debt Securities

October 30, 2025

Capitalized terms used and not otherwise defined in this announcement have the meanings given in the Offer to Purchase.

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Wealth and Asset Management

Clermont Trust USA Goes Live on the SEI Wealth Platform

October 30, 2025

SEI Introduces Streamlined Implementation Model and Scalable Platform for Community Banks and Trust Companies

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Wealth and Asset Management

Highvern named on eprivateclient Top Trust Companies 2025 list

October 30, 2025

The Top Trust Companies list is compiled following a comprehensive survey of over 100 leading private wealth service providers worldwide, making this recognition a true testament to the strength and dedication of our team.

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Wealth and Asset Management

Evelyn sets £3.5k minimum annual fee for new smaller bespoke clients

October 30, 2025

The fee of £875 per quarter will be applied to Evelyn bespoke clients with less than £350,000 to invest.

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