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Wealth and Asset Management

06/25/2026

RBC Wealth Management named Canada's Best Private Bank at World Finance Banking Awards

A client-first approach earns Canada's leading private banking honour

06/25/2026

JPMorgan Chase Set to Open Private Banking Office in Hamburg

The office will be located at Domplatz in the city center and cater to clients in northern Germany.

06/24/2026

Van Lanschot Kempen becomes principal member of the European Payments Initiative

They operate across borders and expect payment solutions that match that reality.

06/24/2026

Citizens Builds Private Wealth Momentum in Southern California with Sports and Entertainment-Focused Team

The move follows the recent addition of an insurance advisory team, underscoring Citizens’ continued momentum in expanding both capabilities and talent across its wealth platform.

06/24/2026

Arax Celebrates Finalists for Wealth Management’s 2026 Industry Awards

Those selected demonstrated new initiatives, current enhancements and recent outstanding leadership activities within the past 12-18 months.

06/24/2026

Standard Chartered to sell Bahrain retail operations to focus on larger markets

Move is part of British bank's global strategy of building cross-border and affluent clients’ business

06/24/2026

Africa was the world's fastest-growing ultra-wealth region in 2025, new data shows

Africa posted the world's fastest ultra-wealth growth in 2025, yet the continent's 3,440 ultra-wealthy individuals hold less than 1% of global fortunes.

06/24/2026

Five client-led shifts reshaping European wealth management

Wealth management is no longer about managing money alone. It’s about managing uncertainty, trust, and major life decisions.

06/24/2026

Wealth creators ‘not feeling welcome’ in UK, says Blevins Franks chief

Roberts added: “What governments in Europe are understanding is there is a competition, there is an international mobility now to wealthy individuals.

06/24/2026

EY sets out 10 forces that will define wealth management leadership by 2030

AI, self-direction and the great wealth transfer are rewriting the rules of wealth management.

06/24/2026

Fraud warning after scammers impersonate private banking and wealth management firm

The Jersey Financial Services Commission has issued a fraud warning stating that an Islander had been cold-called by scammers.

06/24/2026

Louis Theroux Confirmed as Endnote for Private Wealth Conference 2026

This year, the much-anticipated endnote speaker for the event will be acclaimed documentary-maker Louis Theroux.

06/24/2026

Liontrust Asset Management reports 22% drop in gross profit

Liontrust reported gross profit of £123m (2025: £157.7m), including £3.7m of performance fee revenues (2025: £3.6m), with a revenue margin of 0.55% (2025: 0.60%).

06/24/2026

Harbourfront Wealth agrees C$1.775bn investment from Berkshire Partners

Audax Private Equity, the firm’s current capital partner, will retain a sizeable stake in Harbourfront after the transaction is completed.

06/23/2026

The largest transfer of assets in Swiss history

In 2025, around CHF 100 billion was bequeathed or gifted in Switzerland.

06/23/2026

18 Wealth Enhancement Advisors Named Among InvestmentNews’ 2026 $100M Club: Top Female Advisors

They are setting new standards for client service, leadership, and innovation.

06/23/2026

Why bankers only take a fraction of their customers with them

This suggests that many consultants were not very successful when changing jobs.

06/23/2026

Wealth management for founders – from start-up to scale

There are millions of start-ups worldwide, but many do not survive long-term.

06/23/2026

What the wealth managers are telling clients about private markets

Private markets offer diverse investing opportunities with their own risk profiles and their own pros and cons. Here’s how advisers see the current landscape.

06/23/2026

Mishcon de Reya wins Residential Property Team of the Year at Chambers High Net Worth Awards 2026

The annual Chambers High Net Worth Awards celebrate elite law firms and lawyers across a variety of practice areas, based on extensive research for the Chambers High Net Worth Guide 2026.

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UBS Tests Ethereum for Regulated Banking Applications

06-23-2026

Callan Family Office Named to Inaugural CNBC Elite Advisors List, Recognizing the Nation's Leading Ultra-High-Net-Worth Advisory Firms

06-23-2026

Hong Kong banks urged to deepen family office offer as new wealth surges

06-23-2026

Hong Kong’s Proposed Reform of the Family Office Tax Regime: A Major Step Toward a Multi-Asset Investment Platform

06-23-2026

AMP’s Shane Oliver joins Australian Wealth Management Summit

06-24-2026

Continuity and future: Peter Schirmbeck hands over the chairmanship of the board of directors of DZ PRIVATBANK Switzerland to Arasch Charifi

06-26-2026

ZKB appoints new Head of Asset Management

06-26-2026

BNP Paribas Asset Management Alts announces the appointment of Karim Malak as CEO of The Boost Society

06-25-2026

Finalists revealed for the 2026 Australian Wealth Management Awards

06-30-2026

Can technology regain its poise?

06-30-2026

Sygnum Europe Leverages Global Banking Platform and Products In Expanded EU Market Access

06-30-2026

Lombard Odier’s Jack Siu backs convertibles for protection and performance

06-30-2026

Front Office: Brent Neale

06-30-2026

On the Move: J.P. Morgan Private Bank Welcomes Rachel Landesmann as a Vice President and Banker

06-30-2026

Corient Accelerates European Growth With the Addition of Letus Private Office

06-30-2026

CoinShares Survey: 52% Of UK Advisers Face Major Crypto Visibility Gap

06-29-2026

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