04/24/2026
Investec wins top honours at PWM Wealth Tech Awards
Global recognition for cyber security
Wealth and Asset Management
04/24/2026
Fundpath Announces Expansion Into Switzerland
Marking the next phase of its global growth strategy, the launch comes in response to broad demand from the asset and wealth management industry for international coverage, particularly in the key Swiss market.
04/24/2026
Innovative tech shakes up wealth management in Canada
Advances in digital tools are bringing services once limited to the ultra-wealthy to more customers
04/24/2026
Global Banking & Finance Review Awards® 2026: DeVere Investment Honoured with 14 Years of Excellence in Wealth Management Mauritius
This recognition highlights the firm’s sustained performance, client-focused approach, and long-standing contribution to the wealth management sector in Mauritius.
04/23/2026
Savvy Wealth Debuts Savvy Intelligence to Fuel Evolution of AI-Native, Human-Led Advice
Savvy Intelligence unifies investments, tax, and planning—powered by the first AI agent built to act on it
04/23/2026
Bullishness Remains Steady as Geopolitical and Energy Concerns Rise, Morgan Stanley Wealth Management Pulse Survey Finds
As uncertainty rises, investors keep a close watch on their portfolios
04/23/2026
Hong Leong Bank launches Wealth Odyssey campaign
The Wealth Odyssey campaign breaks down wealth management into three fundamental pillars: preservation, growth, and legacy.
04/23/2026
Mind the wealth gap: the secret entry points of private banking
Minimum entry thresholds are increasingly used by the UK’s private banks to position themselves in the market
04/23/2026
UBS's statement on the Swiss government's regulatory capital announcements
Parliament will now debate this proposal as part of the normal parliamentary process.
04/23/2026
CISI Overseas Wealth Management Summit Held in Hong Kong, Spotlighting New Asset Allocation Opportunities amid Global Change
The three speakers shared insights on global market shifts, Hong Kong's role as an international financial centre and bridge, and the new trends and challenges facing the cross-border wealth management industry, setting the stage for the day's f
04/23/2026
Vontobel 3-month 2026 trading update
In the first quarter of 2026, assets under management remained stable at CHF 240.1 billion (CHF -0.6 billion) compared to year end 2025.
04/23/2026
Man Group reports uptick in assets under management
Alternative AUM increased to $106.9bn from $103.9bn, helped by $3.0bn of investment performance, despite net outflows of $1.0bn.
04/23/2026
Quoniam Asset Management wins Best Transformation Award at SimCorp Global Summit
The UniActive Q range combines systematic forecasting models, machine learning, and economic logic to not only track the market but also aim for a long-term return in excess of the benchmark.
04/23/2026
‘Almost a no brainer’: Quilter Cheviot MPS adds to US tech
The MPS, managed by Simon Doherty and Antony Webb, primarily added to exposures in the semiconductor industry, rather than across all US technology.
04/23/2026
"The market is stronger than any politician, including Trump"
The business has historically focused on private banking and is increasingly oriented towards asset management for institutional clients and international distribution.
04/23/2026
Interim report of the Swiss National Bank as of March 31, 2026
Strong fluctuations are therefore the norm, and conclusions about the annual result are only possible to a limited extent.
04/23/2026
Wendel completes acquisition of 56% stake in Committed Advisors
BNP Paribas Asset Management Alts has also announced an agreement to buy a 5.9% holding in Committed Advisors from Wendel.
04/23/2026
SEI Reports First-Quarter 2026 Financial Results
On an adjusted basis, EPS and operating income grew 21% and 24%, respectively, with the adjusted operating margin increasing to 32%.
04/23/2026
Broadridge Launches Central Risk and Liquidity Optimization Solution to Unify Trade Execution, Liquidity and Risk Management
New integrated front-office solution enables firms centralize risk, internalize client flow, optimize liquidity, and improve capital efficiency
04/23/2026
Marciano (Objectway): "Innovation in wealth? Only if it's scalable."
In this scenario, for wealth and asset management operators, innovation alone is not enough.