04/16/2026
Global Wealth Management earns back-to-back recognition on USA Today's Best Financial Advisors list
Florida-Based Firm Is the Only Advisor in Fort Lauderdale in Its AUM Category
Wealth and Asset Management
04/16/2026
KOREGE selects Fund Channel to manage the fund-raising services for asset managers
KOREGE has also entrusted Fund Channel to centralise and outsource its distribution system in order to optimise the distribution of its products to retail networks in France.
04/16/2026
Deutsche Bank expands and strengthens its ultra-high net worth coverage
With this, the company is consolidating and strengthening the advisory services for ultra-high net worth clients in complex wealth matters.
04/16/2026
Q1 2026 update: market turbulence offsets early positive flow momentum - Schroders
NNB including JVs and associates for the first quarter was £(1.1) billion.
04/16/2026
Utmost Group plc Full Year Results 2025
Record inflows, uplift in operating profit, cash generation, and strategic progress mark pivotal year for Utmost
04/16/2026
Corient Continues Global Expansion with Acquisition of Geneva-based Bedrock Group
Firm extends its private partnership model and will add US$10.7 billion in client assets
04/16/2026
Fifth transaction this year: Cinerius Financial Partners acquires a stake in FRS Financial Services – Vorarlberg-based asset manager sets course for the future
The transaction is expected to be completed in the second quarter of 2026, subject to regulatory approvals.
04/16/2026
Macquarie Asset Management strengthens long-term partnership with Vilogia, bringing total financing to €639 million
As the largest producer of social housing in the EU1, France relies on key operators such as Vilogia to expand access to affordable housing and help build more inclusive communities.
04/16/2026
Wealth Enhancement Announces Acquisition of FullCircle Wealth, an Independent RIA with Over $268 Million in Client Assets
This partnership brings Wealth Enhancement’s total client assets to more than $141.9 billion.
04/16/2026
Results of the 2026 Annual General Meeting of UBS Group AG
Shareholders approved all proposals at the Annual General Meeting of UBS Group AG
04/15/2026
Why women should start planning their future today
Women continue to face a number of structural and demographic challenges when it comes to long-term financial planning.
04/15/2026
Oberon agrees to FCA restrictions on wealth division
The regulator is reviewing the wealth business' existing systems and controls following a period of growth.
04/15/2026
WealthArc launches AI Agent to turn alternative data and documents into AI-ready investment data
Built on a rapidly expanding global grid targeting 1,000+ data feeds. New capability interprets complex financial documents and makes them available to wealth managers automating the last mile from documents to portfolio data for AI-enabled workflows.
04/15/2026
Hargreaves Lansdown and SJP to adopt ACT Informed designation
Four investment management houses have adopted City Hive’s new framework to reflect their commitment to culture and governance
04/15/2026
Private bankers entice wealth managers with fat pay in fight for Taiwan’s newly rich
Taiwan’s wealthy face growing urgency to manage their fortunes.
04/15/2026
Chase Buchanan Private Wealth Management Launches Expat Money Matters Podcast
Episodes include contributions from internal advisors as well as external experts based in regions with significant expatriate populations, including Spain, Malta, and Portugal.
04/15/2026
Intesa Sanpaolo strengthens its Wealth Management Division governance
In particular, the Division aims to replicate across major European markets a model already successfully implemented by Fideuram in Luxembourg and Belgium, based on the integration of physical presence and digital offering.
04/15/2026
Tatton: ‘it has been one of our finest years’
Total assets under management grew by 11 per cent in the year to reach £24.2bn, up from £21.8bn.
04/15/2026
SEI Launches Digital Onboarding Solution for Collective Investment Trusts
SEI Access for CITs Modernizes Onboarding Experience Across Retirement Ecosystem
04/15/2026
Brooks Macdonald Group Third Quarter FUMA Update
All statements in this release relate to the period from 1 January 2026 to 31 March 2026 (“quarter” or “Q3”) unless otherwise stated.