Julius Baer has reported assets under management (AUM) of SFr520bn ($643.4bn) for ten months (10M) ended 31 October 2025.

The London-based digital wealth management firm has engaged advisers to explore a potential sale. Credit: PreciousJ/Shutterstock.com. FNZ Group is considering selling its German custody banking ...

SS&C manages over €95bn in assets across all fund structures. Credit: T. Schneider/Shutterstock.com. US-based financial software provider SS&C Technologies has secured approval from the Central Bank ...

A group of wealth management and asset management firms has reportedly agreed to a $25.5m settlement in a class action ...

US-based GTCR has agreed to acquire Fiduciary Trust Company (Fiduciary) for an undisclosed sum, to expand wealth management ...

Deutsche Bank intends to hire up to 250 bankers to support the expansion of its wealth management business across Germany, ...

The company aims to integrate the new AI-driven capabilities into its product suite over the next twelve months. Credit: Cherdchai101/Shutterstock.com. BetaNXT, a ...

The UK’s mass affluent investors are reassessing long-held wealth strategies as changing tax rules, high interest rates and growing digital confidence reshape financial behaviour. According to Daniel ...

Wafra, owned by the Public Institution for Social Security of Kuwait (PIFSS), has acquired stake in French private equity firm Ardian.

SCBK plans to open additional private banking centres in other cities and locations in the Seoul metropolitan region. Credit: ArDanMe/Shutterstock.com. Standard Chartered Bank Korea (SCBK) has ...

Retention packages are a standard incentive used by companies to retain key employees during periods of uncertainty. Credit: Andrii Yalanskyi/Shutterstock.com. HSBC’s Swiss private bank is ...

The new global markets division will be jointly led by Rob Hale in London and Bill Mansfield in New York. Credit: PJ McDonnell/Shutterstock.com. Lloyds Banking Group will form a new global markets ...