Legal threats and ‘weird’ loopholes: A private bank study’s story
How Christoph Künzle’s friendly approach brought some academic transparency to the Swiss wealth management sector.
Wealth and Asset Management
14936 articles found
Temenos Named a Leader in IDC MarketScape for Wealth Management Technology Services for Investment Advisors
Temenos recognized for strengths in integrated front to back office wealth offering, functionality-rich portfolio management capabilities, and global and local compliance expertise.
Praxis named Tier I trust company in 2025 eprivateclient rankings
The 2025 eprivateclient Top Trust Company rankings are based on a survey of over 100 private wealth fiduciary services providers worldwide, with fewer than half making the list rankings across two categories: owner and non-owner managed.
Danantara considers forming $8bn asset manager in Indonesia
Danantara plans to combine the asset management units of PT Bank Rakyat Indonesia (BRI), PT Bank Mandiri, and PT Bank Negara Indonesia (BNI).
&Partners Celebrates Milestone: 100th Advisor Practice Joins Fast-Growing Wealth Management Firm
Unlike many of its competitors, &Partners is uniquely structured as an advisor- and employee-owned firm with a broad distribution of equity.
FCA Review of UK Wealth Management M&A
The findings of the review will be of particular relevance to the PE industry where interest and investment in the wealth management sector has increased over recent years.
Endowus Crosses $10 Billion in Client Assets
Alternative investments also increased by threefold, crossing $500 million.
Quilter reports a third successive quarter of net inflows in excess of £2 billion
Our business is demonstrating strong consistency, delivering in excess of £2 billion of net flows in each quarter of this year.
Barclays in good shape despite upping car finance scandal provision
And the good news appears to continue for investors as Barclays also announced a new £500m share buyback, surprising the market and also moving these to quarterly announcements.
Study on the Transfer of Family Businesses in Switzerland: Lack of Preparation Threatens the Family Model
The study reveals that nearly half of the surveyed family businesses are not adequately prepared for succession
Gibraltar private bank snaps up London wealth firm
Turicum Private Bank establishes a footprint in the UK by buying a majority stake in Hassium Asset Management.
INSIGNEO to acquire VectorGlobal accounts, strengthening its footprint in Latin America
Strategic acquisition of over $4 billion in client assets and key advisor teams bolsters Insigneo’s position as the leading independent wealth management platform for Latin America