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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.

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.

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.

Swiss Wealth Managers Name Their Preferred Custodian Banks

The association brings together 42 of the country’s largest independent asset managers.

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

Lombard Odier’s new headquarters certified the most sustainable building in Switzerland according to BREEAM

The use of renewable energy, the high-quality thermal envelope, and intelligent ventilation technologies enable the building to achieve performance levels unmatched in Switzerland.

Lombard Odier recognised for best customer-facing digital capabilities at the WealthBriefing European Awards 2026

The annual WealthBriefing European Awards recognise the industry’s most innovative and outstanding firms, teams, and individuals.

Merrill and Bank of America Private Bank Launch AI-Powered Meeting Journey

AI solution modernizes the full lifecycle of client engagement

Lighthouse Canton sweeps Euromoney 2026; Named best independent wealth manager across Asia, Singapore and UAE

Recognised for independent wealth management excellence as the institution continues to scale its cross-border platform

Edinburgh wealth advisor acquired by new firm

Nine Edge has since moved quickly to secure its first acquisition of Edinburgh-based RMS Financial Ltd, a firm founded in 2013 by financial advisor Richard Murray.

ZKB places two systemically important banks positively on Credit Watch

The Zurich Cantonal Bank is reviewing the debt ratings of Raiffeisen Switzerland and UBS Group with a view to upgrading them. It has also modified its rating model for Swiss banks and is now publishing standalone ratings as well.

Composition Wealth Welcomes $900 Million Edgewater Wealth Management, Expanding Firm's Northwest Footprint

Team joins national firm for greater growth opportunities, expanded investment capabilities and client resources

L&G and Manulife Wealth & Asset Management Announce Strategic Global Partnership

This partnership underscores the joint commitment to delivering diverse investment solutions and expanding access to differentiated strategies for institutional, retirement, and retail clients globally.

Santander, World’s Best Private Bank for HNW Clients

Santander Private Banking has been awarded 15 prizes by Euromoney magazine.

LGT Wealth Management UK Partners with Addepar to Support Client Service and Data-Driven Insights

Addepar will provide LGT Wealth Management UK with a flexible, integrated data foundation that supports clear, tailored client reporting and a consistently high standard of personalised service.

Standard Chartered strengthens digital wealth offering with upgraded mobile app and AI advisory

In 2024, Standard Chartered’s Wealth and Retail Banking division took a step in digital transformation with a series of enhancements across its mobile and advisory platforms.

Geneva boutique gets its Finma licence

Spring Investments' fund has busted through the Finma threshold, prompting the firm to get a new licence.

Launch of the Piguet Active Prévoyance 60 LPP fund

The fund will implement a diversified investment strategy combining traditional asset classes — equities and bonds — with real estate and alternative investments.

Pictet raises over €400m for first direct private equity strategy

The Fund has a thematic focus on sub-sectors in B2B Services and Education that benefit from long-term growth tailwinds.

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Wealth and Asset Management