05/14/2026
Most of the J.P. Morgan Wealth Management advisors and teams have been on the lists for at least three consecutive years, underscoring their sustained excellence year after year.
05/14/2026
Corient strengthens its private partnership model and adds nearly $8 billion in client assets
05/14/2026
Two of the permissions granted allow Revolut to manage investments and to deal as a principal.
05/14/2026
In addition to existing premium financing solutions, clients can now enjoy greater flexibility in optimizing their overall balance sheet.
05/14/2026
The launch reflects the continued evolution of regulated asset management as tokenisation and on‑chain workflows are incorporated into institutional fund operating models
05/14/2026
Temenos’ cloud-native platform enables the firm’s delivery of banking products and services at scale as it prepares an accelerated roadmap for the Canadian market
05/14/2026
The initiative was officially launched on 12 May 2026 during a gathering of all involved stakeholders in Sion, with representatives of both organisations, of the scientific community and of the Valais cantonal authorities.
05/14/2026
Fragmented, legacy-laden private client portfolios can carry hidden friction that often surfaces at the wrong moment in the market cycle
05/14/2026
On top of these conflicts, growing geopolitical tensions are fuelling uncertainty and undermining the stability of the global economy, in turn leading to an increasingly unstable and challenging environment for all players.
05/14/2026
Stratos, which is owned by asset manager and fintech SEI, has completed the move to bring on both solo and multi-advisor teams across seven states.
05/14/2026
New UK delivery center strengthens Broadridge’s global footprint and enhances resilient, near-shore operational support for leading global financial institutions
05/14/2026
This was one of the themes that emerged during OWIN26, the event organized by Objectway in Sorrento, which featured Simona Feudatari, COO of Indosuez Wealth Management Italia, on stage.
05/13/2026
The Iran conflict continues to drive oil-price and rate volatility, while this week's US-China summit and Consumer Price Index (CPI) data will be the key catalysts to watch.
05/13/2026
Saltus was selected ahead of a strong field of peers, reflecting the continued strength and evolution of its wealth management proposition.
05/13/2026
The recognition highlights the depth of William Blair’s Private Wealth Management and the firm’s commitment to delivering personalized advice across generations, industries, and evolving client needs.
05/13/2026
The panel highlighted how organisations are increasingly layering AI capabilities over existing systems rather than replacing infrastructure entirely.
05/13/2026
Groupe Allen acquires London-based Altyx
05/13/2026
The initial range will include four active ETFs covering global equity and fixed income markets, with two distinct approaches:
05/13/2026
But in Asia Pacific, wealth transfer is seen as a family milestone compared with Europe and North America, according to the report.
05/13/2026
The more wealth there is, the more there is to oversee, and the more likely it becomes that something could go wrong both professionally and personally.