Strategy
24 April 2025

Tech Is Core Of Wealth Industry, Human Element Remains Vital – SEI

We talk to US-headquartered SEI and its private banking and wealth management head about...

People Moves
23 April 2025

Who’s Moving Where In Wealth Management? – Brown Shipley, Evelyn Partners, Others

The latest moves, appointments and personnel changes among wealth management and related...

Financial Results
23 April 2025

Q1 2025 Net Income Rises Strongly At Northern Trust; Wealth Fees Gain

The Chicago-headquartered banking group reported a broadly stronger set of financial numbers for...

M and A
23 April 2025

UK Financial Advisor Creates Personal Injury, Court Of Protection Business

The business of serving those with life-changing injuries is important because advisors must...

M and A
23 April 2025

Nomura Agrees To Buy Macquarie's US, European Asset Management Groups

Under the deal, expected to close by the end of 2025, the Japanese group will obtain three entities...

New Products
23 April 2025

WRISE Launches Corporate Finance, Advisory Arm

The new entity comes after WRISE bought a licensed financial advisory firm in Hong Kong which...

Strategy
22 April 2025

UBS Enters Indian Wealth Management Collaboration

The Swiss banking group has agreed to collaborate with the India-based wealth management house,...

People Moves
22 April 2025

EFG In Dubai Names Executive Chair

EFG, which has been operating in Dubai since 2019, now oversees more than SFr6 billion of assets...

Company Profiles
22 April 2025

Keeping Clients Composed Plays To Private Bankers' Strengths – CMB Monaco

We recently caught up with the chief executive of CMB Monaco, part of Italy-headquartered...

WM Market Reports
22 April 2025

Family Offices Must Gear Up For Larger Investment Deals – PwC Study

The 57-page report from the professional services and accountancy giant delves into data from what...