05/12/2026
The disconnect between operational performance and stock price reflects broader market volatility and ongoing investor concerns about wealth management sector headwinds.
05/12/2026
Damian Payiatakis, London UK, Head of Sustainable & Impact Investing; Niall MacDowell, Head of Climate Technology for Barclays and Professor of Energy Systems, Imperial College London
05/12/2026
It is in this context that Lombard Odier is sponsoring Frank P Matthews at this year’s show, bringing together two legacies shaped over time.
05/12/2026
The Indian bank currently offers full-service retail, commercial and corporate banking services to clients in Canada.
05/12/2026
The report forecasts a rapid increase in the net worth of global UHNW individuals.
05/12/2026
Bank of East Asia wealth management and high-net-worth clients will get access to some Partners Group private market investments.
05/12/2026
Forbes ranking recognizes The Kelley Financial Group as the best-in-state wealth advisors 2026 and highlights disciplined financial leadership
05/12/2026
‘This is probably the biggest myth... that they actually prefer a different wealth manager than versus their parents,’ said UBS's Young Jin Yee.
05/12/2026
Building on those three themes, J.P. Morgan Private Bank's 2026 Mid-Year Global Investment Outlook examines how each has accelerated, setting out the risks, opportunities, and implications for investors.
05/12/2026
With funding positions improving for many schemes, and expectations around governance, value and long-term planning intensifying, the survey aims to understand how DB governance is changing in practice.
05/12/2026
While technology with a human face defines today’s wealth management reality, the debate between lovers of robotic investments and behavioural science is gathering steam
05/12/2026
The collaboration covers the markets of the USA, Uruguay, Argentina, Chile, Brazil, Colombia, and Peru.
05/12/2026
Half of Switzerland's medium-sized private banks still describe themselves as providers of global wealth management for successful individuals and their families.
05/11/2026
This new entity now manages the EI Sturdza Funds and handles all of the group's asset management activities.
05/11/2026
LH Koh, head of UBS’ family and institutional wealth in Asia-Pacific, says painting inspires calm, thoughtful approach to help build trust
05/11/2026
The transaction adds three private wealth advisors and strengthens IMA’s presence in Colorado, which the company described as a priority market.
05/11/2026
These awards celebrate organisations and individuals working across private wealth advice, tax and wealth structuring, digital advisory services, and modern approaches to investment and asset-backed ownership.
05/11/2026
Win at prestigious City AM awards reflects Rathbones quality of service, strength and momentum
05/11/2026
The move has added £200m in assets and 300 clients to the firm.
05/11/2026
The arrangement positions both SBI Canada and Scotia Wealth Management to deliver more coverage for clients locally in Canada while supporting their financial needs.