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Wealth and Asset Management

05/29/2026

Peregrine Wealth renew Vive La Vallette sponsorship for a fifth year

La Vallette has been redeveloped with accessibility, durability and sustainability at its core. Facilities now include modern changing rooms, a café, spaces for events and educational activities, and a new outdoor catering area.

05/29/2026

Equiom recognised for estate planning expertise at WealthBriefingAsia Awards 2026

The WealthBriefingAsia Awards celebrate excellence and innovation across the private banking, wealth management and trusted adviser communities in Asia.

05/29/2026

Private banker Christof Reichmuth: "Independence cannot be copied"

A distinctive feature of the bank is its focus on real asset investments, particularly in infrastructure.

05/29/2026

Five Tips for Going from Solo Advisor to Teaming

What separates teams that grow from those that stall.

05/29/2026

UK businesses accelerate cyber and AI investment amidst geopolitical tensions

Businesses are doubling down on technology investment, with rising AI investment now matched by a sharp increase in cybersecurity spending.

05/28/2026

Butterfield Announces Agreement to Acquire Control of CIBC Caribbean in $1.8 Billion Transaction

Transaction unites two premier, full-service banking and wealth management platforms with complementary experience in international financial centers and attractive Caribbean markets to create a $29 billion financial institution

05/28/2026

Lisa Petrie Ranked #8 on 2026 Forbes Best-In-State Wealth Advisors List

With more than 30 years of experience guiding wealthy families, Lisa Petrie has established a strong reputation for delivering thoughtful, long-term wealth strategies.

05/28/2026

Hong Kong’s affluent planning lags despite wealth continuity gains

Around 80% had wills, trusts, or succession plans in place.

05/28/2026

Risk-averse Britain is losing its brightest stars abroad: our task is ensuring they flourish here – our UK CEO in the Telegraph

If even a fraction of this capital pool was diverted into start-up and scale-up businesses through regulated funds, the impact on private enterprise could be transformative.

05/28/2026

Investec delivers £922mn across FY2025/26, taking three-year total to £2.48bn

This reflects Investec’s continued support for clients across the market through debt capital, alongside its growing ability to deliver larger ticket sizes and support larger transactions.

05/28/2026

Mackenzie Investments Announces Partnership with Waystone to Expand European Presence with Launch of Mackenzie UCITS Fund

Investors can benefit from the GQE Team’s holistic quantitative investment approach, which combines advanced data science with human insight in seeking to generate alpha while carefully managing risk.

05/28/2026

Cinerius expands into Northern Germany with IAM takeover

Private equity-backed consolidator Cinerius Financial Partners has acquired the Hamburg-based firm Honestas.

05/28/2026

Lombard Odier’s 2026 Asia-Pacific high-net-worth individuals study: clear priorities, but limited frameworks

At the same time, many continue to face challenges in translating intentions into action - particularly when it comes to structuring governance, succession and family businesses, and aligning family wealth across generations.

05/28/2026

St.Galler Kantonalbank opens branch in Düsseldorf

The new branch will serve as a central point of contact for high-net-worth individuals, entrepreneurs, and institutional investors in North Rhine-Westphalia.

05/28/2026

Cayman to hold US$700 billion of international private wealth by 2030

The report found it reached US$333 trillion in 2025, up from US$301 trillion in 2024.

05/28/2026

Q3 2026 Investment Outlook – Where capital meets the future

In its Q3 2026 Investment Outlook, HSBC Private Bank remains optimistic about the resilience of the global economy and expects volatility to be manageable.

05/28/2026

St James’s Place faces legal action over adviser client transfers

The claims add to scrutiny of the UK wealth manager after recent upheaval over fees, customer complaints and changes to its charging model.

05/28/2026

Artificial intelligence enters Credem to improve customer portfolios

The goal of the partnership is to strengthen the relationship between advisors and investors, unlocking value through the strategic use of data.

05/28/2026

Is the wealth management industry scalable?

As such, the industry has substantial potential to grow and become more profitable if the issues surrounding scale areresolved.

05/28/2026

Broadridge and Kyndryl Extend Agreement to Bring Leading Edge Resiliency and Enhanced AI Capabilities to Broadridge Infrastructure

Agentic AI and quantum-ready mainframe capabilities advance data center modernization

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UBS Global Family Office Report 2026: Family offices pivot to resilience as geopolitical risk and structural uncertainty reshape global portfolios

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05-29-2026

Butterfield Announces Agreement to Acquire Control of CIBC Caribbean in $1.8 Billion Transaction

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Private banking in Spain: raising the bar in a changing wealth landscape

06-03-2026

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Wealthspire’s Ground Control Business Management Acquires Arena Wealth

06-03-2026

Fortune names Citi CEO Jane Fraser the most powerful woman in business for 2026

06-03-2026

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