Finance News – Wealth Management
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Gold has crushed stocks, bonds and even bitcoin in 2025. This banking giant just got more bullish.
UBS Global Wealth Management experts highlight multiple factors supporting gold’s continued strong performance this year, outperforming traditional investments such as equities, fi...
Read Full Article →Think you know a lot about managing your money? Test your knowledge against a new wealth encyclopedi...
The expanding market for financial advisory services highlights increasing consumer demand for expert guidance in growing and protecting personal assets in the United States.
Read Full Article →UBS posts net profit beat as market volatility boosts trading
UBS reported higher-than-expected earnings driven by increased trading activity amid market fluctuations, supported by significant growth in assets managed by its international wea...
Read Full Article →UBS profit jumps more than expected to $2.4bn
The Swiss bank’s second-quarter earnings increased substantially to $2.4 billion, driven by strong performance in wealth management and trading activities amid fluctuating market c...
Read Full Article →PNC taps Coinbase to bring crypto trading into client accounts
PNC Financial Services Group has partnered with Coinbase to enable its wealth and asset management clients to trade digital currencies directly through their existing accounts, pot...
Read Full Article →There’s more to philanthropy than writing cheques
Philanthropic efforts contribute significant value by combining financial resources with skills, time, and leadership, enhancing the overall impact on addressing critical social is...
Read Full Article →To all who think capitalism can drive progressive change, it won’t – and here’s the shocking proof |...
Aberdeen Group’s abrupt termination of a long-standing fund dedicated to inequality research highlights potential shifts in corporate priorities that may affect future investment i...
Read Full Article →Raymond James Ltd invests in wealth management platform FNZ
Raymond James Ltd. has partnered with a leading global platform provider to enhance its wealth management services, potentially increasing operational efficiency and client asset g...
Read Full Article →Raymond James Ltd selects FNZ wealth management platform
Raymond James Ltd.’s collaboration with FNZ aims to enhance its wealth management capabilities, potentially improving operational efficiency and client service within Canada’s inde...
Read Full Article →XBTO, Arab Bank Switzerland launch BTC yield product for institutional clients
The collaboration between XBTO and Arab Bank Switzerland highlights growing interest among financial institutions to offer cryptocurrency-based investment opportunities within thei...
Read Full Article →Arab Bank Switzerland to launch yield-bearing bitcoin product wor HNW clients
Arab Bank Switzerland’s new collaboration with XBTO aims to introduce a Bitcoin investment option designed to generate income, potentially enhancing portfolio diversification for h...
Read Full Article →Mambu and Light frame collaborate on core banking package for wealth management
The partnership between Mambu and Light Frame is expected to enhance operational efficiency and drive revenue growth by delivering an advanced banking platform designed to meet the...
Read Full Article →Chubb Life Hong Kong Launches Chubb 1792 Club: A New Era in Tailored Wealth Management Services
Chubb Life Hong Kong’s introduction of a specialized client program aims to enhance personalized financial planning, addressing growing market needs for advanced legacy and asset m...
Read Full Article →JPMorgan to offer crypto ETF financing, considers letting clients use crypto as loan collateral: rep...
JPMorgan’s decision to include cryptocurrency in clients’ asset calculations may enhance borrowing capacity and expand financing options within its wealth-management services.
Read Full Article →Sidekick and PlannerPal win Pimfa WealthTech AI tech sprint
The victory of Sidekick and PlannerPal highlights their innovative use of artificial intelligence to improve efficiency throughout wealth management operations, potentially driving...
Read Full Article →Amplify adds Schwab's Mark Fischer COO
The appointment of Mark Fischer as chief operations officer is expected to enhance Amplify's operational capabilities, supporting the company's sustained expansion and increasing c...
Read Full Article →FNZ welcomes Cornelia Coman as group head of Europe and Tom Chard as head of growth
The addition of Cornelia Coman and Tom Chard to FNZ’s executive team reflects the company’s strategic focus on expanding its presence and driving future financial performance acros...
Read Full Article →Rathbones: Fee income dips amid market turmoil
Rathbones Group experienced a decline in wealth management revenue and a reduction in assets under management during the first quarter of 2025, influenced by market instability lin...
Read Full Article →How to shield your pension from Labour’s inheritance tax raid
A recent study highlights that only a small fraction of estates utilize surplus income gifting strategies to minimize inheritance tax impacts on retirement savings, indicating pote...
Read Full Article →How this money manager is riding out volatility with quality stocks
Jennifer Tozser from National Bank Financial Wealth Management is increasing investments in quality stocks like Oracle and RBC to navigate current market volatility and enhance fin...
Read Full Article →Standard Chartered beats first-quarter profit expectations on strong growth in wealth management
Standard Chartered reported higher-than-anticipated first-quarter profits, primarily driven by a significant 28% year-on-year growth in operating income from its Wealth Solutions d...
Read Full Article →Robinhood moves into wealth management and private banking
Robinhood’s expansion into wealth management and private banking marks a strategic effort to diversify its revenue streams and attract a broader range of clients beyond stock tradi...
Read Full Article →Collaboration is key: Future focus for Temenos, Cognizant & ABN AMRO
The partnership between these firms aims to enhance digital banking solutions, potentially improving operational efficiency and driving long-term revenue growth through innovative...
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