02/10/2026
Deutsche Bank and DWS Deepen Collaboration to Strengthen Discretionary Portfolio Management
DWS to contribute institutional investment and execution platform to clients of Deutsche Bank’s Private Bank
02/10/2026
DWS to contribute institutional investment and execution platform to clients of Deutsche Bank’s Private Bank
02/10/2026
Celebrating excellence in wealth management since 2009.
02/10/2026
The hardest part of passing on wealth is never just the money; preparing the next generation for responsibility and purpose matters far more
02/10/2026
The value of investments can fall as well as rise and that you may not get back the amount you originally invested.
02/10/2026
In the UAE, 30% of real estate portfolios are held by women, and more than 25,000 Emirati women entrepreneurs contribute over $16 billion annually to the economy.
02/10/2026
Smith Wealth Advisory Group has been named to the 2026 Forbes list of Best-in-State Wealth Management Teams in Pennsylvania
02/10/2026
The funds raised during these activities were then matched by TISE.
02/10/2026
It also plans to return over £15 billion to shareholders between 2026 and 2028, equivalent to around 22% of its current market value and underpinning its capital return story.
02/10/2026
The WealthBriefing Swiss Awards celebrate the most innovative and outstanding firms, teams and individuals in the wealth management industry.
02/10/2026
This is reflected in the unaudited results for 2025 released by the company on Tuesday.
02/09/2026
Federated Hermes has launched its first fund for Australian wholesale investors, focused on global trade finance, as it accelerates an expansion into wealth management.
02/09/2026
The $477bn firm also announced two more hires, including an Asian wealth marketing head from Lazard AM.
02/09/2026
Board proposes 66 cent final ordinary dividend, a 6 cent increase; fourth-quarter total dividend at 81 cents including Capital Return dividend
02/09/2026
A lot of the hiring will be focused on high net-worth
02/09/2026
Rothschild & Co’s Swiss Wealth Management business has won two categories at this year's WealthBriefing Swiss Awards.
02/09/2026
Innovative partnership leverages the best of Schroders and Apollo to deliver improved client outcomes, with ambition to reach multi-billion-dollar annual flows across both new and existing clients
02/09/2026
NatWest Group plc (“NatWest Group”) is pleased to announce that it has reached an agreement to acquire Evelyn Partners from funds advised by Permira and Warburg Pincus for £2.7 billion enterprise value (the “Transaction”).
02/09/2026
Together, we will be the UK’s leading private banking and wealth management business
02/09/2026
Under the Permira fund’s majority ownership, assets under management increased from ~£5 billion to £69 billion.
02/09/2026
Artorius is recognised for its fresh thinking and agile, modern approach to wealth management.