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Wealth and Asset Management

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.

07/10/2025

EFG International stock downgraded to Neutral by Citi on valuation

The investment bank concluded that while it remains positive on EFG’s medium-term outlook, the risk-reward profile now appears "more balanced" with the current valuation looking "fair" following the recent share price appreciatio

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BBVA joins Meta-backed Personal Agent Protocol initiative

10-15-2026

Charles Russell Speechlys contributes to Wolters Kluwer guide on international relocation and tax planning for high-net-worth individuals

10-15-2026

Allianz SE, National Bank of Greece and Allianz Greece sign definitive agreements for minority investment and bancassurance partnership

10-15-2026

Is Britain’s wealth exodus about to accelerate?

10-15-2026

Royal Bank announces £520,000 investment in its Edinburgh West End branch, as it promises no further branch closures until at least 2029

10-15-2026

Brooks Macdonald Group: Fourth consecutive quarter of positive net inflows

10-15-2026

Global investors ‘still willing’ to invest in UK economy despite persistent growth concerns HMT consultation on Modernising Payment Services Regulation

10-15-2026

Award recognizes milestone in the Private Bank’s digital transformation

10-19-2026

Intesa Plans Risk Transfer Deal to Hedge $6 Billion in Credits

10-22-2026

'Fed up' UK founders choose to sell rather than scale

10-22-2026

Deutsche Bank becomes the sponsor of the FEDORA Education Prize to foster connection, participation and access to the performing arts in Europe

10-22-2026

Standard Chartered signs definitive agreements to acquire Zodia Custody

10-22-2026

Private Client team celebrates major win at Scottish Legal Awards

10-22-2026

Tax receipts climb as fiscal drag does the heavy lifting before the Budget

10-22-2026

BDO Abogados appoints five new partners

10-22-2026

Lithuanian city TauragÄ— to advance climate-neutral ambition with €20 million in EIB financing

10-22-2026

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