08/20/2026
Trust overtakes fees when investors choose wealth managers
The study of 1,000 US consumers with at least $20,000 in investable assets found trust and reputation ranked ahead of fees, pricing and other traditional considerations.
Wealth and Asset Management
08/20/2026
Singapore wealthtech platform Keenai partners with Fullerton Fund Management
Fullerton Fund Management will provide the new wealthtech platform with SGD-denominated investment strategies.
08/20/2026
Jake Baumann named to Forbes Best-in-State Next-Gen Wealth Advisors list
The ranking recognizes financial advisors 40 and younger who have at least four years of experience and is based on assets under management, revenue trends and compliance records.
08/20/2026
Wrexham AFC names Royal Bank of Canada (RBC) as Official Bank Partner and Back-of-Kit Sponsor
Ranked among the world's 100 most valuable brands for 20 consecutive years and as Canada's most valuable brand, RBC is a long-standing supporter of global sports and entertainment.
08/20/2026
Lombard Odier reports 2026 half-year results
Half-year operating income increased 9% year on year to CHF 740 million.
08/20/2026
Customer trust strengthens PostFinance
The growth of fixed-interest investment products was particularly encouraging, with a volume increasing by CHF 2.1 billion.
08/20/2026
Why the family office model fits today’s complex wealth needs
A good governance arrangement is not a straightjacket: it’s a living thing that adapts as the family develops.
08/20/2026
ABN AMRO main partner of Yayoi Kusama exhibition at Stedelijk Museum Amsterdam
This includes opening up access to art and culture for children for whom this is not a given.
08/20/2026
West Coast Community Bank Launches Private Banking Division Serving Silicon Valley and the Peninsula
Through dedicated relationship managers, private banking clients will have access to tailored banking solutions backed by local decision-making and relationship-based service.
08/20/2026
Wealth managers shift towards lower equity exposure, FCA finds
At the same time, the share of clients in portfolios with 40%-60% equity exposure rose from 24.5% to 27.9%.
08/19/2026
IQ-EQ’s Pete Unwin on the new era of Gulf family wealth
As regional wealth passes between generations, family offices are trading informality for governance, diversification and professional management, says Pete Unwin, head of Private Wealth and Family Office, Middle East at IQ-EQ
08/19/2026
EFG International announces sale of Harris Allday
Harris Allday is part of EFG Private Bank Ltd., EFG International’s UK subsidiary.
08/19/2026
Canaccord Genuity Group Inc. through its wealth management business in the UK & Crown Dependencies announces acquisition of EFG Harris Allday
Currently operating as a division of EFG Private Bank, which is part of EFG International, EFG Harris Allday is a UK-based wealth management business focused on affluent clients predominantly in the Midlands.
08/19/2026
Neuchâtel Cantonal Bank defies margin pressure
This represents a turnaround in operating profit compared to the full year 2025. At that time, business profit had still plummeted by a good 18 percent to 78.6 million Swiss francs.
08/19/2026
LLB Group reports strong half-year results
This result was driven by higher operating income, lower operating expenses, and broad-based growth.
08/19/2026
BANK ZIMMERBERG AG: Gratifying First-Half Result 2026
A rise in commission and service business income to CHF 2.32 million (up from CHF 2.13 million the previous year), combined with strict cost discipline, offset the decline in earnings from interest-related business.
08/19/2026
Stratos Continues Expansion Through Strategic Partnership with RPI Financial Life Planners
Stratos Wealth Enterprises is the acquisition and wealth management arm of Stratos Wealth Holdings
08/19/2026
Wealth Enhancement snaps up Weinand Financial
Led by financial planner Mike Weinand alongside four support professionals, the firm oversees more than $644m in client assets.
08/19/2026
Northleaf closes USD $450 million asset-based fund
The strategy invests in areas including entertainment royalties, legal assets, healthcare receivables and factoring.
08/19/2026
Saudi Family Wealth Is Entering Its Governance Decade
As succession pressures, cross-border assets and next-generation expectations converge, Saudi family businesses need structures that preserve control without weakening family identity.