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Wealth and Asset Management

07/15/2025

Celebrating its 20th anniversary: Fondation Lombard Odier launches funding programme for international environmental projects

Building on two decades of experience in targeted project funding, from 2025 the foundation will support international initiatives that combine climate protection with tangible social benefits.

07/15/2025

Banque Pictet and SIX Conclude Landmark Pilot to Tokenize and Fractionalize Corporate Bonds

This initiative, which took place on the SIX Digital Exchange (SDX), marks a significant milestone in bridging traditional capital markets with the efficiencies of digital asset technology.

07/14/2025

Carlyle targets wealth managers with Clearstream partnership

Clearstream’s private markets services include order routing, settlement and asset servicing.

07/14/2025

Julius Baer Global Wealth & Lifestyle Report 2025: Top 10 global cities for living well

Even before this point, though, the world was bracing itself for a global trade war, geopolitical tensions were high, and consumer spending was slowing.

07/14/2025

Sumitomo Mitsui Trust Asset Management launches Singapore subsidiary

The new entity, now operational, marks Sumitomo's first office in Asia, complementing its existing locations in London and New York.

07/14/2025

Jersey Finance Expands Private Wealth Network

Guests included US-based advisers who came together to discuss key challenges and opportunities facing ultra-high net worth individuals and family offices in 2025.

07/14/2025

Julius Baer: Luxury loses lustre for rich despite wealth growth

Singapore and Hong Kong remain among the most expensive cities for high net worth individuals, whose spending patterns, shifted notably last year.

07/11/2025

German Finance Minister attacks Andrea Orcel

Unicredit made a major investment in Germany's second-largest private bank in the fall.

07/11/2025

Fourth Quarter FUMA Update

The Board anticipates the full year performance to be in line with market expectations.

07/11/2025

CCLA sold to Jupiter Fund Management for £100m

In addition to charities, CCLA also serves religious institutions and local authorities. It has total funds under management of over £15bn.

07/11/2025

Mark Dampier: Should wealth managers do more to justify their fees?

Now, I’m not one to throw stones from a glass house, but one friend’s portfolio gave me pause.

07/11/2025

Quilter becomes the Title Partner of the Quilter Nations Series in November 2025

The new partnership with Six Nations Rugby sees a return to the sport for Quilter.

07/11/2025

HSBC UK unveils wealth centre to attract affluent clients

The bank opens a $5m flagship space in St James’s, aiming to mirror its successful Asian wealth model and strengthen international investment links.

07/11/2025

St. James’s Place comments on the future of the Triple Lock

There are other options such as freezing the State Pension and increasing access to Pension Credit which might be a more pragmatic route – it’s already in place and better targeted to those who need help most.

07/11/2025

Ex-Maerki Baumann manager launches private markets firm

Aurea Partners, launched by Raphaela Schröder and Reto Börlin, will support private markets managers with their entry into Switzerland, and help them navigate the local market and regulations.

07/10/2025

PIMCO Announces New Partnership with Aditum in the United Arab Emirates

Aditum Launches Two Funds Offering Access to PIMCO Strategies

07/10/2025

The European asset management industry: Navigating volatile times

Macroeconomic uncertainty and weaker profits are forcing the industry to rethink its business and operating models.

07/10/2025

HSBC spends £3.5m on its first UK wealth centre

The centre, based in St James, is the latest in a series of initiatives aimed at capturing a greater slice of the mass affluent market.

07/10/2025

How to optimise family offices and strengthen family governance in a fast-moving world

Yet, alongside these shifts, some best practices have endured across generations, ensuring long-term success and stability.

07/10/2025

Why tech is key to managing the great wealth transfer

These staggering inheritance figures, from a report by Vanguard, should be a golden opportunity for the industry.

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How CMB Monaco turned a luxury wealth management experience digital

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03-13-2026

Pressure grows on Reeves to water down salary sacrifice changes as Lords increase cap to £5,000

03-12-2026

Lloyds, Halifax and Bank of Scotland ‘technical glitch’ showing other users’ transactions to customers

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UK businesses adopting AI see strong gains in profitability and productivity

03-12-2026

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03-12-2026

Barclays Private Bank Monaco confirms Olivier Franceschelli as CEO

03-13-2026

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03-13-2026

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03-19-2026

BNP Paribas names Swiss private banking team head

03-19-2026

Helvetia Baloise: First Layoffs, High Expectations

03-19-2026

ABN AMRO and Florius adjust policy on interest-only mortgages

03-19-2026

FCA confirms new incident and third party rules to bolster resilience

03-19-2026

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Inheritance tax on pensions gets the final green light despite industry pushback

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