07/03/2026
Julius Bär to loosen client ban as Benko clean-up nears end
Likely shift to signal an end to the so-called Benko crisis at the Swiss bank
Wealth and Asset Management
07/03/2026
Stuart Beaver named Best Financial Planner at EISA Awards 2026
The award, which is voted for by industry peers rather than entered through a formal submission process, reflects the high regard in which Stuart is held across the entrepreneurial and investment communities.
07/02/2026
Nairobi to Host Forum on Wealth Management and Family Office Investment
Participants will also explore how technology is reshaping wealth management and influencing investment decision-making.
07/02/2026
Bell Financial launches private wealth manager
Bell Financial Group has launched a private wealth management service as part of a digital transformation push for the business.
07/02/2026
7IM pledges ‘genuine value’ for advisers in multimillion growth plans
The company is also rolling out the first of many updates, after having spent time in 2025 “getting a great team, tech and roadmap in place”.
07/02/2026
Silvercrest Asset Management Group Named to Inaugural CNBC Elite Advisors List of Top Ultra-High-Net-Worth Wealth Management Firms for 2026
The firms recognized specialize in serving clients with investable assets of $25 million or more.
07/02/2026
SNB sees Swiss banks well placed to face challenges, UBS well capitalised
UBS has enough capital to satisfy planned Swiss reforms, central bank says
07/02/2026
DBS, Samsung Securities to Partner on Wealth Management in Asia
The two financial institutions signed a memorandum of understanding to form a partnership in wealth management, allowing their clients to diversify across markets, DBS said Thursday.
07/02/2026
643 Ameriprise Financial Advisors Named to the Forbes “Best-in-State Wealth Advisors 2026” List
The rankings are finalized based on data provided by thousands of the nation’s most accomplished advisors.
07/02/2026
Canaccord Wealth launches MPS for UK-based US expats
The new model portfolios aim to address a gap in the market for expats, who face tax rules from both the UK and US
07/02/2026
Standard Chartered Global Private Bank partners with Cambridge institute to advance leadership capabilities
Among the first global private banks to introduce bespoke leadership development programme for its leaders
07/01/2026
Barclays acquires Global Headquarters at One Churchill Place from CWG
The acquisition also supports Barclays’ ongoing investment in its workplace, enabling the creation of high-quality, flexible space for colleagues as working patterns and business needs continue to evolve.
07/01/2026
South Korea's Wealth Surges 44% as AI Chip Bonuses Reshape Private Banking
This could mark a shift in South Korea's wealth story, with rank-and-file semiconductor workers gaining from the AI cycle rather than only business families or wealthy heirs.
07/01/2026
Healthier societies: a thematic approach to investing
Investing to support healthier societies is therefore not only important from a human perspective; it is closely linked to economic stability and, in turn, financial returns.
07/01/2026
Schroders close to selling its financial planning arm for more than £200mn
UK asset manager aims to dispose of Benchmark Capital to Söderberg & Partners
07/01/2026
NatWest Group announces the completion of the acquisition of Evelyn Partners
The Transaction creates the UK's leading Private Banking and Wealth Management (“PBWM”) business.
07/01/2026
Pictet Asset Management Launches First European Active ETFs Driven by AI
The launch follows the success of Pictet - Quest AI-Driven Global Equities, a Luxembourg-domiciled UCITS fund introduced in March 2024.
07/01/2026
Objectway acquires Swiss private banking technology business from FNZ to strengthen its pan-European positioning
Objectway welcomes a team of over 160 professionals, bringing their expertise and professionalism honed in developing innovative, award-winning solutions for over 40 private banks
07/01/2026
AI widens gap between scalable and struggling wealth firms, study shows
The report, Built to Scale, is based on a survey of 300 senior professionals across banks, wealth and asset managers in the UK, continental Europe and Canada.
06/30/2026
Finalists revealed for the 2026 Australian Wealth Management Awards
The finalists for the 2026 Australian Wealth Management Awards have been revealed, recognising the outstanding professionals, businesses and innovators driving excellence throughout Australia's wealth management industry.