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Wealth and Asset Management

07/14/2026

Affiliated Advisors Named a Finalist in Wealth Management's 2026 Wealthies Awards for Independent Integrated Growth Platforms

Equity Uplift initiative recognized for helping advisors build more scalable, transferable, and valuable practices

07/14/2026

JTC and Asset Class Launch JTC ONE In the U.S. for Private Markets Firms

Asset Class supports fundraising, digital onboarding, investor portals, portfolio reporting and fund administration integrations.

07/14/2026

Quilter raises forecast for Monthly Income Portfolios for sixth consecutive year

The increase follows another strong year of income delivery.

07/14/2026

MIGA, Deutsche Bank Partner to Increase Trade Finance in Frontier and Emerging Markets with EUR 1 Billion Guarantee Platform

The platform represents a significant milestone for MIGA as its first standalone, programmatic trade finance portfolio guarantee platform with a global commercial bank.

07/14/2026

CTBC launches wealth branch in Kaohsiung zone

It is the bank’s 159th outlet nationwide and its 17th in Kaohsiung.

07/14/2026

Finalists for IA’s Global Financial Services Awards 2026 revealed today

In these special awards – exclusive to International Adviser – the advisers and wealth managers in UK and around the world have now shown their support for their key partners and product providers by nominating their choices for all of the cat

07/14/2026

Caprock announces acquisition of Venturi Private Wealth

Teams will unify under the Caprock brand, bringing added talent, expanded family office capabilities and enhanced service to ultra-high-net-worth clients

07/14/2026

Skybound Wealth launches proprietary operating platform for international advice

Built in-house by Skybound Wealth’s internal technology team

07/14/2026

Why Modern Wealth Management Demands a Holistic Approach

Governments aren’t afraid to rip up the rule book, making financial planning more complex than ever.

07/14/2026

Zuger Kantonalbank achieves pleasing half-year results for 2026

Growth in the investment and asset management business significantly strengthened profitability.

07/14/2026

Wealth Enhancement Announces Acquisition of WealthShield Partners and Madison Oaks Wealth Partners with Over $993 Million in Client Assets

This partnership brings the firm’s total client assets to more than $158.2 billion.

07/14/2026

Caroline Primrose and Jeremy Vaughan recognised in Spear's 500

The Spear's 500 is widely regarded as one of the leading guides to wealth management professionals serving high-net-worth individuals and families.

07/14/2026

Private banks’ love affair with infrastructure continues

European banks are increasingly targeting infrastructure for their wealth management clients, but property continues to be in the doldrums.

07/13/2026

New investment playbook: HSBC Private Bank targets AI and energy independence

With traditional funding gaps persisting, HSBC expects private markets to play an expanded role in supplementing investment.

07/13/2026

Central banks have taken a tougher stance – but for how long?

The markets are looking to the future, whilst central banks are looking to the past.

07/13/2026

Standard Chartered announces global collaboration with BlackRock’s Aladdin Wealth to enhance myWealth Advisor

The collaboration builds on the broader partnership between the Bank and BlackRock and reflects Standard Chartered’s continued investment in digital innovation to elevate client experience.

07/13/2026

Ogier lawyers recognised as eprivateclient’s 2026 Crown Dependencies NextGen leaders

The annual list is a collection of rising stars in the private client advisory profession.

07/13/2026

Passing on wealth is one thing. But how do you keep control?

This shift is driving more families to explore FICs to balance wealth succession whilst maintaining control.

07/13/2026

Churchill Asset Management and Seviora Close Approximately $400 Million Collateralized Fund Obligation Combining U.S. and Asian Private Capital Strategies

Providing institutional investors with diversified access to private capital opportunities across geographies and strategies

07/10/2026

Forbes Ranks Pence Wealth Management’s Laila Pence No. 1 Among Southern California Women Advisors

The firm specializes in serving high-net-worth individuals and families through integrated wealth planning and investment management strategies.

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HSBC appoints Nick Elias to lead wealth AI push

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07-14-2026

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07-14-2026

Affiliated Advisors Named a Finalist in Wealth Management's 2026 Wealthies Awards for Independent Integrated Growth Platforms

07-14-2026

Next-gen inheritors planning $100bn in donations

07-14-2026

How Vinted is making second-hand the first choice worldwide

07-14-2026

Bank of Singapore expands CIO advisory council with PIMCO and KKR picks

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Operational Scale Through Trusted Automation And Disciplined Process Design

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JTC and Asset Class Launch JTC ONE In the U.S. for Private Markets Firms

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