EFG International Sets Up Asia Desk in London
The Swiss private bank EFG International is stepping into the breach.
Wealth and Asset Management
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Brookfield Signs Landmark Agreement to Transform Barclays' Payments Business
This marks the first transaction for Brookfield Financial Infrastructure Partners (BFIP) and brings together one of the U.K.’s largest private investors
UBS to invest nearly Rs 2,000 crore in 360 ONE WAM via warrants; strategic wealth tie-up announced
This investment is expected to strengthen 360 ONE WAM’s capital position while marking a long-term strategic alignment with UBS, one of the world’s most prominent global financial institutions.
Macquarie Group announces agreement to divest Macquarie Asset Management’s public investments business
The transaction is subject to regulatory approvals
UBS executives: Wealth ‘referral awards’ don’t work
Swiss firm set up cross-divisional wealth unit last summer as rivals tempt dealmakers with bonuses to refer rich clients
South Africa: Unlock the power of connected wealth with Nedbank Private Wealth
Connected Wealth is ultimately about ensuring that wealth serves a greater purpose
Manulife Wealth introduces Unified Managed Account Program
The program consolidates multiple investment vehicles into a single account, allowing for simplified investment tracking and reporting.
UBS Loses Crown as Most Valuable Continental European Bank
The Swiss banking giant has now been overtaken by Santander in terms of market capitalization.
Rockefeller Global Family Office Continues Growth, Welcomes First Florham Park, NJ-Based Private Wealth Team
The team is led by Private Advisors and Managing Directors Ray Chase and Angie Newman and includes Private Advisor and Senior Vice President Dan Riordan.
Wealthy families embrace systemic rethink to impact investing
The overarching question is whether or not the investments of wealthy families actually make any major impact on society.
Morgan Stanley Wealth Management Pulse Survey Reveals Majority of Retail Investors Bearish
The survey explored investor views on sector opportunities for the second quarter of 2025
Söderberg & Partners invests in four more UK IFA firms
The Swedish wealth manager says there is ‘no shortage of high-quality financial advice firms in the UK’