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Wealth and Asset Management

06/04/2026

The biggest misconception about Swiss private banks

Many also feel they don't fit into the glamorous world of a private bank.

06/04/2026

WRISE Group Launches WRISE Master Trust in Hong Kong

Redefining Global Generational Wealth and Legacy Architecture for HNWIs and Family Offices

06/03/2026

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

Rather than curbing growth, this situation is giving rise to greater differentiation between models. Clients still seek advice, but they are becoming more demanding and selective.

06/03/2026

Wealthspire’s Ground Control Business Management Acquires Arena Wealth

Acquisition marks Ground Control’s second UK transaction and expansion in serving professional golfers

06/03/2026

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

During the event, Fraser and the leaders of Citi’s five businesses outlined the bank’s strategy to deliver stronger, more durable returns and presented new near-term and medium-term Return on Tangible Common Equity (RoTCE) targets.

06/03/2026

Goldman Sachs open to asset and wealth management M&A

Speaking at The Economic Club of New York on 2 June, CEO David Solomon said the company is willing to buy to maintain 'high single-digits growth'.

06/03/2026

Northern Trust Asset Management Announces Adaptive Equity Funds

A Next‑Generation Systematic Approach Designed to Pursue Alpha Across Market Cycles

06/03/2026

Ninety One inflows turns positive with £2.8bn haul

Demand for its global and natural resource strategies, particularly among Asia Pacific clients, offset outflows from UK clients.

06/03/2026

Bank J. Safra Sarasin buys Saxo Bank and access to fintech

Swissinfo looks at some of those deals, why they matter and challenges they raise looking forward.

06/03/2026

Partners Group shares in free fall

The fund has approximately $8.6 billion in assets.

06/03/2026

Altruist's Platform Overhaul Arms Advisors for a New Era of Wealth

The company is integrating access to alternative assets from powerhouse managers like Blackstone and KKR, alongside plans to introduce margin lending and options trading.

06/03/2026

Quilter Cheviot launches financial support service for HNW divorcees

It supports clients, in conjunction with a financial adviser, to deliver investment management tailored to a client's life after divorce.

06/03/2026

Barclays calls for refocussed UK strategy to attract global capital

FDI accounts for only around one-fifth of the total foreign capital stock in the UK.

06/03/2026

Schroders UK Financial Adviser Pulse Survey 2026

UK advisers look to active management as concerns over rising inflation and interest rates intensify

06/03/2026

Godrej launches wealth arm, eyes Rs 1tn AUM by 2031

The group intends to take the wealth business to 35 locations across India over the next five years.

06/03/2026

Wealth management in transition: What role do banks play?

This presents banks with an opportunity to provide targeted support to UVV and to sustainably expand their collaboration.

06/02/2026

GBST supports Novia Global’s move to SaaS with Composer platform upgrade

Composer upgrade strengthens Novia Global’s technology foundations and positions the platform for future automation and AI-led capabilities

06/02/2026

Iress secures four-year Succession Wealth contract renewal

We’ve built a strong, collaborative relationship with their team, and it’s rewarding to see how our technology continues to play a central role in their success.

06/02/2026

Pavilions to portfolios: lessons for bond investors

In the latest monthly letter from our Chief Investment Officer, Fahad Kamal examines the factors shaping bond markets and highlights our latest investment views and positioning.

06/02/2026

DBS to launch 18 new wealth centres across the region by 2027 as affluent clients seek closer relationships

Bank will also upgrade 36 of its existing wealth centres over the next 18 months

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Platform veteran Geoff Towers joins Platform One board

06-02-2026

Pavilions to portfolios: lessons for bond investors

06-02-2026

Berkshire Hathaway buys Taylor Morrison in $6.8 billion housing bet

06-02-2026

Interview with Ms. Rocío Salazar Arrarte, Executive Vice President, and Mr. Carlos José Santos, Sustainability Manager, Banco Bolivariano

06-02-2026

Ranked: Where the Ultra-Rich Are Growing Fastest

06-02-2026

Iress secures four-year Succession Wealth contract renewal

06-02-2026

DBS to launch 18 new wealth centres across the region by 2027 as affluent clients seek closer relationships

06-02-2026

Guernsey shares its approach to robust company formation and transparency

06-03-2026

Alpha FMC Expands Its MENA Leadership Team with Appointment of Hamdan Khan

06-09-2026

Catherine Bessant joins Truist board of directors

06-09-2026

Ascentix Partners Launches Strategic Framework Series with Inaugural Publication on Succession Planning for Independent Wealth Management Industry

06-09-2026

Cresset Appoints Mark Tremblay as Head of Family Office Services

06-09-2026

Does Personal Advisory Have a Future? – 13 Bank Chiefs Weigh In

06-09-2026

Pictet raises $1.53bn for private equity co-investment fund

06-09-2026

NASA to wear Prada as luxury group pushes into space industry

06-09-2026

CBC Wealth named best private bank for NextGen clients at Euromoney Private Banking Awards 2026

06-09-2026

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