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

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 ...

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 ...

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

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 ...

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

JP Morgan Private Bank has outlined the effects of artificial intelligence (AI), global fragmentation and inflation on ...

Mitsui Sumitomo Insurance (MSI), a part of the MS&AD Insurance Group, has agreed to acquire an 18% equity share in Barings, ...

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

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 ...

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 ...

UBS has delayed the migration of a subset of ultra‑high‑net‑worth Credit Suisse clients to its platforms by several months, ...