Wealth and Asset Management

Wealth and Asset Management

HLB Private Bank launches new branding to target high-net-worth clients

October 7, 2025

The move marks what the bank describes as a renewed focus on supporting clients and family offices in managing inter-generational wealth transfer.

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Wealth and Asset Management

EFG International announces closing of acquisition of Cité Gestion

October 7, 2025

EFG International AG is today announcing the completion of the acquisition of 100% of the Swiss private bank Cité Gestion, as initially communicated on 19 February 2025.

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Wealth and Asset Management

UBP House View – October 2025

October 7, 2025

Returns in fixed income show investment grade, high yield and AT1s running ahead of the carry offered at the start of the year.

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Wealth and Asset Management

Focus Financial Partners Network Firm Badgley Phelps Expands with Acquisition of Marshall & Sullivan

October 7, 2025

They specialize in managing portfolios containing individual equities, fixed-income securities, and alternatives.

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Wealth and Asset Management

Apex Group partners with Wealthbrix to power independent, next-gen wealth management from DIFC

October 7, 2025

This partnership highlights Apex Group’s continued expansion in the Middle East and reinforces its role as the partner of choice for innovative wealth and asset managers operating in a highly regulated jurisdiction.

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Wealth and Asset Management

Supporting the Transformation of Private Asset Management

October 7, 2025

BNP Paribas’ Securities Services business supports asset managers in optimizing their operating models.

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Wealth and Asset Management

Blackstone and Lunate Announce Strategic Partnership to Invest in GCC Logistics

October 7, 2025

Partnership to create GLIDE, a platform targeting US$5 billion of high-quality warehouses across the GCC

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Wealth and Asset Management

Swiss Finance & Property Group Modernizes Investment Operations with Broadridge’s Front-to-Back Platform

October 7, 2025

The implementation also includes Broadridge’s SWIFT services and trade settlement monitoring, while performance measurement and portfolio simulation capabilities will be powered by Confluence’s Revolution, a Broadridge strategic partner for pe

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Wealth and Asset Management

HSBC tightens AML controls with Middle East exit

October 7, 2025

The affected clients, spanning Saudi Arabia, Qatar, Lebanon, and Egypt, have already begun receiving closure notices.

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Wealth and Asset Management

Could Lloyds buy Quilter? Bank sees logic in a wealth play

October 7, 2025

UK banks, including Lloyds, are still underrepresented in wealth management compared with European peers.

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Wealth and Asset Management

Liontrust progress ‘slower than hoped’ as Q3 outflows hit £1.2bn

October 7, 2025

Redemptions from Special Situations are still causing the firm a headache, and sales to international investors have yet to come to fruition.

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Wealth and Asset Management

Harbor Vest strengthens its presence in Zurich

October 7, 2025

The private markets specialist is expanding its team in Switzerland due to increasing demand.

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