Zwei Wealth Gains Cantonal Bank for Wealth Office Platform
Additional banking partners will follow so that we can also meet the needs of a broad client base in this area.
Wealth and Asset Management
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Beacon to acquire Astor Investment Management with $1bn assets
Beacon said the deal strengthens its presence in the risk-managed investment space.
Global Wealth Report 2025: Wealth growth accelerated in 2024
The 2025 edition of the UBS Global Wealth Report reveals not only a 4.6% rise in global wealth but also offers deeper insights into who holds that wealth and how it’s growing.
Affinity Private Wealth Sells Investment Business to Capital International, Focusing on Growth in Private Wealth
This sale will allow Affinity Private Wealth to focus solely on its core strengths in delivering bespoke private client, trust and fiduciary services.
NAB boss slammed for 'peak boomer' advice for building wealth amid a housing crisis
Alan Oster, who retired in March after 32 years with NAB, shared his views on building wealth in a recent interview with the Australian Financial Review.
Morgan Stanley Is Seeking to Capture More Private-Market Wealth
Morgan Stanley will label a couple hundred of its 15,000 financial advisers with a “founders specialist designation,” which will allow them to offer products and services tailored to the specific needs of clients whose wealth is concentrated i
Investec W&I pieces falling into place for Rathbones, says BofA
The investment bank initiated coverage on Rathbones with a bullish note that has seen shares rise more than 5% today.
Quilter strengthens responsible investment team with key appointments and promotions
Following a successful interim tenure, Ido Eisenberg has been confirmed as head of responsible investment of the affluent division.
HIGHVERN’s Jack Barlow named on Eprivateclient Next Gen Leaders 2025 List
The list, which was open to nominees from within the private client advisory professions, is decided by several factors
Standard Chartered wins “Wealth Management Platform of the Year” award
This recognition highlights the Bank's unwavering commitment to client success and its innovative approach to wealth management
A Swiss private bank fights back
This is his true passion – a fact that is regularly confirmed when one encounters him in the art world.
Clearstream launches private markets processing tool for wealth firms
A new tool has been created to alleviate the manual processes that surround private markets operations.