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 ...

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 ...

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

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 ...

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 ...

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

Eton said that several international PE firms have adopted its new solution for managing deal workflows. Sutthiphong Chandaeng/Shutterstock.com. US-based wealth technology firm Eton Solutions has ...

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

The term “mass affluent” encompasses a significant portion of investors, typically those with £50,000 to £5m in investable assets. This group is estimated to control around 67% of UK investable wealth ...