BBVA Opens Its Third International Private Banking Hub in Spain, Following the U.S. and Switzerland
The new unit, based in Madrid, has 5 professionals dedicated to international clients
Wealth and Asset Management
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Retirement Planning drives demand for bespoke investment services
Around 93% of advisers questioned say that it is driving increased interest in bespoke investment services.
Rathbones Group Plc Trading Update
This reflected the broader industry trend of weaker flows into equity, fixed interest and multi-asset funds, with flows leaning more towards money-market funds in the quarter.
Evelyn Partners trading update for the three months ended 31 March 2025
At the end of Q1 the Group successfully completed the sale of its professional services business as it strategically refocuses solely on wealth management.
Leonteq announces changes to its organisation
Leonteq will resize its Executive Committee from 7 to 5 members with immediate effect.
DBS: First-quarter profit before tax at record SGD 3.44 billion
Total income rose 6% to SGD 5.91 billion from balance sheet growth
Schroders sponsored report by Impact Investing Institute identifies long-term investment opportunities for wealth managers in impact space
The new report delivers key insights into the demand drivers for impact investing and how this area of investment can provide value to both clients and wealth managers.
UBS survey shows wealthy women, and the next generation, feel unprepared for the Great Wealth Transfer
The report, capturing perspectives from women at various stages of the wealth transfer process, highlights the urgency for better preparation and communication to ensure a smoother transition.
KGI names Raymond Yeung as MD of wealth management
Raymond Yeung is hired as managing director of wealth management for the China market.
Waystone To Acquire Leading Luxembourg ManCo, BIL Manage Invest
BIL Manage Invest has built a strong reputation for its expertise and client-centric approach in the fund industry.
£36m Downing fund transfers to Tyndall
Co-managers Mike Clements and Pras Jeyanandhan join Tyndall IM
Lori Rabinowitz named to Forbes’ Best-in-State Wealth Advisors
Forbes’ Best-in-State Wealth Advisors list comprises a select group of individuals who have a minimum of seven years of industry experience.