Wealth managers must transform to retain next gen windfall
Wealth managers must rapidly evolve digital and investment offerings or risk losing a significant portion of their future client base, warns Capgemini.
Wealth and Asset Management
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Lausanne firm launches private banking platform
Light Frame has partnered with Dutch firm Mambu to launch a core banking model for private banks and wealth managers.
Nomura IWM partners Allspring for global income fund
The Japanese private bank will distribute the Allspring Global Income Fund, addressing clients' growing appetite for income solutions.
Evelyn Partners launches new partnership with Women in Football to deliver financial education boost for females in the sport
Wealth manager’s new Financial Empowerment Programme for women working in the football industry feeds into firm’s wider goal to close the female wealth advice gap
A Swiss Private Bank Fights Its Way Back
That is his true passion – a fact that becomes apparent time and again when one encounters him in the art world.
BIL Suisse CEO Hans-Peter Borgh: «Nothing But Rumors»
Nevertheless, the bank is repeatedly seen as a potential takeover target.
BMO to Acquire Burgundy Asset Management
Expands BMO's wealth management and financial planning capabilities focused on high-net-worth and ultra-high-net-worth individuals, families and institutions
Wealth with aim: Purpose, Philanthropy, and Lasting Impact
How UBS is helping clients turn wealth into meaningful social impact through strategic philanthropy, values-led investing, and a global foundation driving measurable change.
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.
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.