10/21/2025
France’s wealthy shift funds to Luxembourg and Switzerland
Political turmoil and tax threats have accelerated investment flows to havens, asset managers say
Wealth and Asset Management
10/20/2025
Marcuard Heritage Expands Shareholder Base
For Marcuard Heritage founders Sinan Bodmer and Adrian Guldener, the expansion of the shareholder base also forms part of a succession plan.
10/20/2025
PwC report highlights opportunity for Channel Islands wealth managers to ‘step-up’ pace of transformation
The report shows that the performance of the Channel Islands wealth management sector appears strong at first glance, but a deeper analysis reveals a more nuanced picture.
10/20/2025
ING enters private markets deal with Macquarie
The deal expands the Dutch bank's partnerships with several other large alternatives providers.
10/20/2025
Schroders Capital receives £500m from Nest for further private equity investment
Rachel Farrell, Director of Public and Private Markets at Nest Invest, has praised Schroders Capital in helping Nest’s members benefit from these types of high-value deals.
10/20/2025
Berenberg Expands Fund Distribution with Clearstream Partnership
Under the new arrangement, Berenberg will leverage Clearstream’s fund distribution platform and its suite of services covering trading, custody, and trailer fee processing, designed to deliver a comprehensive, end-to-end solution.
10/17/2025
Cornèr Bank announces full acquisition of Lugano wealth manager
The bank already took a 30% stake in Finpromotion in 2022.
10/17/2025
Guernsey Private Wealth Forum identifies education and communication as the key to supporting the next generation of wealth creators
The London-based conference featured two panel sessions, addressing the theme From Startup to Legacy: Building and Preserving Wealth.
10/17/2025
Northern Trust Selects Broadridge Global Class Action Services
Northern Trust unlocks greater asset recovery opportunities and investor participation, helping enhance client returns
10/17/2025
Asset Servicing Volumes Surge 25% YOY, Triggering a New Era of Automation and Efficiency, New Broadridge Study Finds
The study draws insights from over 270 industry leaders worldwide on the innovation, priorities and challenges that are shaping the future of asset servicing.
10/17/2025
Bank Frick Joins GenTwo's AMC Creator, Enhancing Digital Assets Capabilities and Providing EU Access
With a comprehensive in-house infrastructure covering issuance, custody, paying agent, and collateral services, Bank Frick contributes proven expertise and regulatory strength to the platform.
10/17/2025
Canaccord Genuity in early talks over possible sale of British wealth arm, sources say
The CEO of the unit, known as Canaccord Wealth, has held meetings with private equity firms recently about a potential sale, said the people, who declined to be named as the information is not public.
10/17/2025
CaixaBank strengthens its Private Banking division with an expanded vision of wealth management and a new brand: CaixaBank Wealth Management
The new term, CaixaBank Wealth Management, reflects the bank’s strategic vision of offering a broader service than traditional private banking.
10/16/2025
Nucleus Group’s Third Financial signs landmark deal with Titan Wealth
The landmark deal will run for an initial term of five years and is the largest ever signed by Nucleus and one of the biggest deals of its kind in the industry.
10/16/2025
Generational wealth transfer set to shift trillions
Together with financial investments, these factors form the top three sources of wealth globally.
10/16/2025
Utmost Wealth Solutions launches Autumn 2025 Navigator with focus on controlled distribution
The Spotlight examines how insurance-based wealth solutions offer a powerful and flexible way to achieve this and explores how these products are being used to structure wealth transfer in Spain, Belgium and Luxembourg.
10/16/2025
Guernsey Private Wealth Forum identifies education and communication as the key to supporting the next generation of wealth creators
Emerging sectors such as technology, sport, social media and entertainment are driving demand for more tailored and innovative solutions.
10/16/2025
Bank of America, Rothschild & Co dominate Q1-Q3 2025 European M&A advisory
Rothschild & Co advised on 81 transactions and Bank of America advised on deals worth a total of $49.4bn.
10/15/2025
ABN AMRO MeesPierson: Innovator in Entrepreneurial Wealth Strategy Excellence Belgium 2025
The bank recognises that entrepreneurial wealth management extends beyond a business exit, supporting clients at every milestone of their professional and personal journeys.
10/15/2025
7IM: Investment Update
Global growth, falling interest rates, and lower commodity costs have all contributed to a more optimistic outlook.