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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

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.

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.

Wealth management consolidators advised to review practices

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

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

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.

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

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.

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.

Suntera Global secures top tier position in latest trust companies rankings

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

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

BRI Wealth Management acquires FutureFocus Advisory

FutureFocus Advisory founder to retire

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.

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.

Arbuthnot Latham’s direct gilt product ‘exceeds’ expectations

The £275mn number is more than 10 per cent of the total assets under management of Arbuthnot Latham’s wealth management business.

Intesa Sanpaolo reports record nine-month profit, confirms FY25 net income well above €9 billion

The Group confirmed it is on track to deliver full-year 2025 net income well above €9 billion taking into account Q4 managerial actions to strengthen future profitability.

Vontobel 9-month 2025 trading update

Assets under management increased to CHF 239.7 billion at the end of September 2025 from CHF 229.1 billion at year-end 2024.

Family businesses are typically overvalued by their own leadership – by approximately 30%

This is creating a tangible risk – nearly one-third of these businesses could vanish if no buyer can be found.

Standard Chartered PLC Q3’25 Results

All figures are presented on an underlying basis and comparisons are made to 2024 on a constant currency basis, unless otherwise stated.

Vontobel agrees to sell cosmofunding to Zürcher Kantonalbank

The transaction is expected to close in the first quarter of 2026, with no disruption to clients during the transition.

Wealth and Asset Management