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Wealth and Asset Management

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.

10/31/2025

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.

10/31/2025

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.

10/30/2025

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.

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One Four Nine Portfolio Management surpasses £800m AUM

11-11-2025

Financial Information as of September 30th 2025 (1)

11-14-2025

Prominent Departure at the Top of Swissquote

11-14-2025

Mattioli Woods founder steps back as Mann becomes CEO

11-14-2025

Profile Software Expands Axia Suite With Next-Generation Wealth Management Capabilities for Retail and Mass Affluent Clients

11-14-2025

P1 Platform halves pension drawdown fee and lowers minimum charges

11-11-2025

Platforum: Bespoke deals shape adviser platform pricing

11-14-2025

Aviva plc In Focus and Q3 2025 Trading Update

11-14-2025

Deutsche Bank sets new 2030 sustainable and transition finance target, and publishes its initial Transition Finance Framework

11-18-2025

Shoosmiths advises LDC on strategic investment into ARC Building Solutions

11-18-2025

Northern Trust Selected by Osmosis Investment Management Netherlands to Provide Middle Office Servicing

11-18-2025

CaixaBank Wealth Management surpasses 10,000 clients in its Advisory Desk and strengthens its commitment to specialization and customer service

11-18-2025

Scaling the Global Hausbank: Deutsche Bank launches new phase of growth and value creation

11-18-2025

Lloyds Banking Group appoints John Langley as CEO of Corporate & Institutional Banking

11-18-2025

Wealth Insider Insights: Designing experiences for the digital-first client

11-18-2025

FCA criticises how firms manage risks

11-18-2025

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