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 ...

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

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 ...

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, ...

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 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 ...

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