03/27/2026
Head of PBWM Segment Management
This role integrates segment strategy, marketing, operational support, performance analytics, and business case management to ensure a best‑in-class client and advisor experience across all channels.
Wealth and Asset Management
03/27/2026
Citibank Announces $2 Billion Redemption of 5.438% Notes Due 2026 and $1 Billion Redemption of Floating Rate Notes Due 2026
The cash redemption price for the notes payable on the redemption date will equal par plus accrued and unpaid interest to, but excluding, the redemption date.
03/27/2026
Firenze and Third Financial Join Forces to Offer a Multi-Million Pound Estate-Planning Solution
The borrower, an Executive of a UK company, held a substantial investment portfolio but sought access to liquidity without selling assets, triggering CGT, or transferring custody.
03/27/2026
Women and the Great Wealth Transfer: The Shifting Center of Wealth Stewardship
This includes roughly $54 trillion expected to initially move through inter-spousal transfers, with 95% of surviving spouses projected to be women.
03/27/2026
WRISE Group Partners with China Asset Management (Hong Kong) to Offer Exclusive Access to Asia Bond Fund high dividend yield share class in Hong Kong Debut
This partnership reflects our commitment to delivering innovative and performance-driven investment solutions to a broader audience.
03/27/2026
VP Bank wins Alliance of Swiss Wealth Managers' Custodian Bank Award 2026 in 'Financial Solutions' category
VP Bank was founded by intermediaries for intermediaries – and this very business remains a core focus to this day, rather than merely a secondary segment.
03/27/2026
Lessons for rich families from a private banker
The secret to sustaining generational wealth isn’t financial wizardry but long-term character
03/27/2026
Wealth and Asset Management 4.0
How digital, social, and economic trends will transform the investment industry
03/27/2026
Aquila launches spinoff independent asset manager
The group had previously ceased asset management operations in 2019 to focus on its B2B platform.
03/27/2026
HSBC remains encouraging on Malaysia’s steady growth
As for inflation, he pointed out it had been on a gradual uptrend supported by domestic demand.
03/26/2026
Van Lanschot Kempen recognised with two Euromoney Private Banking Awards 2026
These awards highlight Van Lanschot Kempen’s focus on distinctive wealth management services, with personal attention for clients strengthened by digital innovation.
03/26/2026
Accelerated Wealth Partners and RIA Advisors Announce Strategic Partnership to Create a Leader in the Texas Wealth Management Market
Accelerated Wealth Partners will make a strategic investment in RIA Advisors to allow the firm to scale rapidly while strictly preserving its unique culture and high-touch service model.
03/26/2026
Banque Heritage reaches CHF 5.8 billion in assets under management
These now amount to CHF 5.8 billion, representing a 19% increase compared to 2024.
03/26/2026
The Vaudoise Group continues to grow and achieves a historic annual result.
Vaudoise Allgemeine will pass on CHF 40 million to its insured members in the period 2026–2027.
03/26/2026
Day-to-day private banking solutions
Exceptional private banking starts with getting the everyday details right.
03/26/2026
Insurers Remain Confident Amid Rising Macro Concerns
Amid these concerns, 88% of insurers expect the S&P 500 Index to climb higher in 2026, and 62% plan to increase their allocation to private assets this year, consistent with the last several years.
03/26/2026
Banking group confirms its intention to open in Jersey
Saying that this approach had followed previous “lengthy conversations” with Jersey’s regulator, Mr Bennett added that the company was keen to launch in the Island with its foreign-exchange business.
03/26/2026
Partners Group Shares Face Sector Headwinds Despite Strong Performance
Swiss asset manager's shares drop 16.76% YTD as sector-wide AI disruption fears overshadow strong 19% EBITDA growth and strategic wealth management expansion.
03/26/2026
Swiss Wealth Managers Name Their Preferred Custodian Banks
The association brings together 42 of the country’s largest independent asset managers.
03/26/2026
Hong Kong close to proposing tax cuts to lure asset and wealth managers: source
Dubai and Singapore’s tax perks draw fund managers, pulling wealth and investment away from Hong Kong