02/04/2026
From Multishoring to One-Bank Execution: Redefining Private Wealth for Global Asian Clients
He also shares how investment priorities are shifting toward Asia, risk-aware yield, and discretionary mandates
Wealth and Asset Management
02/04/2026
Summit Wealth Group Announces Merger with Premier Private Wealth
Merger will Launch Summit Family Office Services to Meet Increased Demand from Ultra-High-Net-Worth Families
02/04/2026
Titan Wealth completes acquisition of IWP adding £6.9bn to AUM
The group said it now has 225 client-facing financial advisers across the UK
02/03/2026
Standard Chartered has launched ‘Invest Like Champions’ Campaign with Liverpool FC
This is brought to life by mapping key roles of Liverpool FC players on the field to distinct wealth investment tactics.
02/03/2026
PIMFA appoints Morningstar as new Sole Index Series’ Provider
PIMFA has appointed Morningstar Indexes to manage the UK wealth management industry’s key benchmarks from March 2026.
02/03/2026
Johnston Carmichael Wealth rebrands to Partners Wealth Management brand following successful integration
Johnston Carmichael Wealth (JCW) has formally joined with and rebranded to Partners Wealth Management following its acquisition last March.
02/03/2026
Amundi: 2025 4th Quarter and Annual results
Amundi Technology recorded another strong growth in its revenues
02/03/2026
Belfast-based wealth advisory firm to open new Dublin hub to support cross-border needs of clients
Pacem Advisory now has £212m in assets under its management
02/03/2026
The great wealth transfer: turning heirs into clients
Most wealth managers have built their businesses on the preferences, goals and communication styles of baby boomer clients.
02/02/2026
Asia's ultra-wealthy drive insurance revenues at private banks
Jumbo policies, multi-generational planning, and cross-border flows are fueling a surge in insurance among Asia’s wealthy, and private banks have become major beneficiaries of the trend.
02/02/2026
Standard Chartered Expands Wealth Management in China with New Shenzhen Priority Private Centre
This launch follows similar centres established in Beijing, Shanghai, and Hangzhou, designed to offer bespoke wealth management solutions for high-net-worth clients.
02/02/2026
Ritholtz Wealth Management Executes Employee-led Succession Plan to Create Industry’s Most Visible, Dominant “Forever Firm”
Industry and media titan Barry Ritholtz expands equity ownership to more firm employees
02/02/2026
Intesa Sanpaolo’s 2026–2029 Business Plan: scaling a proven model
The new Business Plan marks the natural transition at the end of the Group’s 2022–2025 plan.
02/02/2026
Quilter’s WealthSelect locks in gold profits once again prior to price falls
Investors can trade both whole and fractional shares within a Robinhood stocks & shares ISA, giving them greater flexibility in how and where they invest.
02/02/2026
Presentation of the 2025 full-year results for the Julius Baer Group
The Board of Directors will propose an unchanged ordinary dividend of CHF 2.60 per share for the financial year 2025.
02/02/2026
Zuger Kantonalbank achieves a good annual result in 2025
During the reporting year, geopolitical tensions and US tariff policy led to volatile financial markets.
02/02/2026
Raymond James recruits $1B veterans from Merrill
Group joins the firm’s employee channel, citing culture, leadership access and long-term fit.
02/02/2026
5 wealth management trends for South African HNW families in 2026
Strategic insight, experience, and emotional intelligence are qualities machines cannot imitate.
01/30/2026
Citi Enriches Private Market Offerings for Citigold Private Clients in Collaboration with Blackstone, Blue Owl and KKR
Citigold Private Clients will gain access to alternative asset classes including private equity and private infrastructure
01/30/2026
Morgan Stanley Wealth Management Pulse Survey Reveals Continued Bullishness Amid Market Volatility
Investors press pause on portfolio moves