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Wealth and Asset Management

11/05/2025

Lombard Odier named “Best Boutique Private Bank” at the Citywire Spain Awards 2025

This award reflects our long-standing commitment to excellence and our deep understanding of the Spanish wealth management landscape

11/04/2025

Old Mill and Brook Financial join Kinbrook as Group’s latest Hub

Both Old Mill and Brook Financial will continue to operate under their respective brands, maintaining leadership, client relationships, and team structures.

11/04/2025

UBS chairman warns Switzerland losing its edge to Hong Kong and Singapore

His comments come as Hong Kong and Singapore become even more important hubs for international wealth managers seeking to boost revenue.

11/04/2025

Strategic Acquisition: Geneva Multi Family Office Grows Zurich Footprint

The deal, already approved by Swiss regulator Finma, brings all Amasus operations under the Amadeus Capital brand.

11/04/2025

JTC Completes Acquisition of Kleinwort Hambros Trust

This latest acquisition for JTC’s Private Capital Services division will bring further scale to its operations in the Channel Islands and the UK

11/04/2025

Union Bancaire Privée Opens New Office in Saudi Arabia and Appoints Head to Lead Local Growth

Based in Riyadh, Mishal will oversee UBP’s operations in the Kingdom, driving local client engagement, expanding partnerships, and delivering valuable wealth management solutions aligned with Saudi Arabia’s Vision 2030.

11/04/2025

Titanbay and Adams Street Announce Private Wealth Solutions Partnership

This partnership allows us to operate in the private wealth channel in a way that reflects our institutional standards

11/04/2025

Attract through stability, convince through expertise

In a Europe plagued by high levels of debt and growing political polarisation, Luxembourg appears to be an island of tranquillity in the middle of an ocean of instability.

11/04/2025

UBS executes first live tokenized fund transaction leveraging the Chainlink Digital Transfer Agent technical standard

UBS Tokenize and DigiFT showcased a live, in-production tokenized fund transaction that leverages the Chainlink Digital Transfer Agent (DTA) technical standard to complete the first-ever subscription and redemption request of a tokenized fund.

11/04/2025

Wealth management consolidators advised to review practices

Budd said the review could have an impact on how deals are done in future.

11/04/2025

AUM and asset flows update for the three months ended 30 September 2025

Evelyn Partners reports record £67.0 billion in AUM, with £2.1 billion of gross new assets in Q3 2025

11/04/2025

CBH Marks 50 Years – A New Chapter Beyond Swiss Private Banking

Our roots lie in the tradition of Swiss private banking, but our outlook is global.

11/04/2025

Nutmeg rebrands to J.P. Morgan Personal Investing

The name will be retired and clients will find their investments via the J.P. Morgan Personal Investing app

11/03/2025

Best Private Banks in the UK: Where the Genuinely Wealthy Actually Bank

From the lineage of C. Hoare & Co. to the cultivated polish of Coutts and J.P. Morgan Private Bank, the United Kingdom’s most distinguished institutions preserve a tradition of discretion, taste and measured counsel.

11/03/2025

Alpha Wealth Group Unveils 2025 Legacy and Prosperity Frameworks for Global Families

As global dynamics continue to evolve, Alpha Wealth Group remains at the forefront of private advisory services, pioneering new frameworks for legacy preservation.

11/03/2025

Suntera Global secures top tier position in latest trust companies rankings

Global growth strategy and focus on service quality recognised in latest industry list

11/03/2025

Empowering next gen wealth creators through behavioural finance

Alexander emphasises the need for empathy, effective communication, and tailored approaches to meet the unique needs of clients

11/03/2025

BRI Wealth Management acquires FutureFocus Advisory

FutureFocus Advisory founder to retire

10/31/2025

CaixaBank reports a net profit of €4.4 billion through to September, up 3.5%, driven by business strength

This growth has been driven by the positive forward momentum of the business, supported by strong commercial activity and a stable interest rate environment.

10/31/2025

Gold Holdings Ensure SNB Profit in the First Nine Months

In the three reporting quarters, the loss on foreign currency positions amounted to 9,0 billion francs and on franc positions to 0,9 billion francs.

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