UBS applies for US banking licence
UBS would be able to offer more services to US wealth management clients with an expanded licence, senior staff wrote in a memo.
Wealth and Asset Management
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Wealth manager Q&A with SJP’s Lord: ‘Ultimately, this is a people business’
St James’s Place senior investment specialist Corinne Lord is keen for the industry to do more work to bridge the advice gap, to ensure seeking advice is within reach for everyone regardless of wealth or age
UBS claws back Swiss fund market share
The latest Asset Management Association report shows which providers have gained ground.
HSBC warns on wider risks from private credit blow-ups
Collapse of First Brands Group and Tricolor Holdings has unnerved investors
Apollo to open Paris office for private-wealth push
The buyout giant is becoming the latest investor to target the French capital
UBS Unifies Mobile Platforms to Enhance Digital Wealth Management Experience
The integration combines trading, portfolio management, and investment insights to improve client accessibility and convenience.
Wealth management firm relocates HQ to former 19th century country home
The firm, founded by Nick Oliver and launched in 2022, provides independent financial advice to clients across a range of services including pensions, investments, protection and estate planning.
KFH Wins MENA Most Innovative Private Bank Award
At MEED's MENA Banking Excellence Awards 2025
Swiss GRC aims to grow with new management structure
The newly formed executive board is designed to reflect Swiss GRC's continued growth and increasing international presence.
Standard Chartered Global Private Bank’s research unveils 74% of family office professionals observed a rise in conflict among family members
Family office relocation and next-generation engagement are key issues for family offices
Investcorp Wealth App Named Best Digital Client Solution at the 2025 MENA Banking Excellence Awards
Recognition underscores Investcorp’s leadership in digital innovation and client-centric wealth management
Boutique founder joins WH Ireland board after £1m wealth deal rebellion
Lumin Wealth co-founder John Cusins joins the WH Ireland board weeks after two NEDs resigned in the aftermath of a huge vote against its planned £1m wealth sale to Oberon.