03/27/2026
Lessons for rich families from a private banker
The secret to sustaining generational wealth isn’t financial wizardry but long-term character
Wealth and Asset Management
03/27/2026
Wealth and Asset Management 4.0
How digital, social, and economic trends will transform the investment industry
03/27/2026
Aquila launches spinoff independent asset manager
The group had previously ceased asset management operations in 2019 to focus on its B2B platform.
03/27/2026
HSBC remains encouraging on Malaysia’s steady growth
As for inflation, he pointed out it had been on a gradual uptrend supported by domestic demand.
03/27/2026
GBST achieves certification recognising high standards in risk, data security and resilience
It provides an independent assessment of suppliers, giving financial institutions confidence in how third-party risk is managed.
03/27/2026
HSBC: Most Asian HNWIs Have No Legacy Plan in Place
Nearly six out of 10 high net worth individuals (HNWI) in Asia have no legacy plan in place
03/27/2026
BlackRock adds iCapital’s alternatives tech to Aladdin Wealth
This move gives financial advisors the ability to conduct alternative investment activities within a single integrated system.
03/27/2026
Van Lanschot Kempen wins Gouden Stier for Best Investment Funds
The IEX Gouden Stier Awards are organised annually by the well-known investment platform IEX Media and are regarded as the leading independent investment awards in the Netherlands.
03/27/2026
A steady partner in a changing world
Against the backdrop of geopolitical and economic uncertainty and ongoing industry consolidation, stability and long-term thinking are more important than ever.
03/27/2026
St. James’s Place behavioural study highlights opportunity to support a new generation of investors
The results suggest that, if similar behavioural approaches were adopted more widely, this could increase intentions to invest significantly.
03/26/2026
Van Lanschot Kempen recognised with two Euromoney Private Banking Awards 2026
These awards highlight Van Lanschot Kempen’s focus on distinctive wealth management services, with personal attention for clients strengthened by digital innovation.
03/26/2026
Accelerated Wealth Partners and RIA Advisors Announce Strategic Partnership to Create a Leader in the Texas Wealth Management Market
Accelerated Wealth Partners will make a strategic investment in RIA Advisors to allow the firm to scale rapidly while strictly preserving its unique culture and high-touch service model.
03/26/2026
Banque Heritage reaches CHF 5.8 billion in assets under management
These now amount to CHF 5.8 billion, representing a 19% increase compared to 2024.
03/26/2026
The Vaudoise Group continues to grow and achieves a historic annual result.
Vaudoise Allgemeine will pass on CHF 40 million to its insured members in the period 2026–2027.
03/26/2026
Day-to-day private banking solutions
Exceptional private banking starts with getting the everyday details right.
03/26/2026
Insurers Remain Confident Amid Rising Macro Concerns
Amid these concerns, 88% of insurers expect the S&P 500 Index to climb higher in 2026, and 62% plan to increase their allocation to private assets this year, consistent with the last several years.
03/26/2026
Banking group confirms its intention to open in Jersey
Saying that this approach had followed previous “lengthy conversations” with Jersey’s regulator, Mr Bennett added that the company was keen to launch in the Island with its foreign-exchange business.
03/26/2026
Partners Group Shares Face Sector Headwinds Despite Strong Performance
Swiss asset manager's shares drop 16.76% YTD as sector-wide AI disruption fears overshadow strong 19% EBITDA growth and strategic wealth management expansion.
03/26/2026
Swiss Wealth Managers Name Their Preferred Custodian Banks
The association brings together 42 of the country’s largest independent asset managers.
03/26/2026
Hong Kong close to proposing tax cuts to lure asset and wealth managers: source
Dubai and Singapore’s tax perks draw fund managers, pulling wealth and investment away from Hong Kong