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Wealth and Asset Management

06/30/2026

SCB Julius Baer sees opportunity in fragmented global markets

SCB Julius Baer unveils H2 2026 global market outlook, highlighting opportunities in a fragmented world order

06/30/2026

Building True Partnerships Through Strategic Alignment, Vision and Culture

Morrison highlights how Objectway’s ability to understand the firm’s objectives and respond to changing client expectations has made the partnership a key driver of operational agility and service excellence.

06/30/2026

General Atlantic in talks to buy PAG’s stake in Nuvama Wealth – report

The proposed transaction is valued at about $1.82bn (Rs171.38bn), the report said citing sources.

06/29/2026

NBK Wealth named Kuwait’s Best for UHNW Clients by Euromoney

Bank reaffirming its leadership in wealth management, private banking

06/29/2026

Bank of China (Hong Kong) x Television Broadcasts Limited ("TVB") "Wealth Management Expo 2026" was Successfully Held

Empowering Enterprises to Go Global, Pioneering the Blue Ocean of Silver Economy

06/29/2026

What can Asian wealth managers learn from Europe's affluent shift?

Advisors must be life planners and not just portfolio managers, McKinsey’s survey found.

06/29/2026

Morgan Stanley Wealth Expands Access to Private Markets

Morgan Stanley Wealth Management is also adding to its PMAX product suite with the launch of PMAX

06/29/2026

Interview with Mr. Olivier Calloud, Chief Executive Officer of Piguet Galland & Cie SA

Today, International Banker is joined by Olivier Calloud, CEO of Piguet Galland, to discuss the bank’s financial performance, their approach to client relationship management and the impact of AI on the bank and the wider private-banking industry.

06/29/2026

Envy of Musk’s wealth is a losing economic strategy

He rejects wealth-tax arguments, defends wealth creation through innovation, and warns that envy, cronyism, and state overreach undermine prosperity.

06/29/2026

Top 10 priorities shaping the future of wealth management leadership

Decision-oriented convictions reveal how wealth managers must adapt to rapidly evolving drivers of value creation.

06/29/2026

Building profit resilience in European private banking

To sustain momentum and achieve sustainably higher profitability, banks can move beyond incremental improvements and embrace fundamental change.

06/29/2026

Ardshinbank Named Armenia’s Best Bank in Four Categories by the Global Banking & Finance Review Awards

Global Banking & Finance Review is a renowned international platform that annually recognizes the achievements of financial institutions in innovation, service quality, management excellence, and contributions to the development of financial markets.

06/29/2026

Schroder UK Mid Cap Fund plc - Half-Year Results

UK mid caps now sit at multi-decade valuation lows relative to their own history, to UK large caps, and to most developed market peers.

06/26/2026

Amundi Asia Workshop: Accelerating growth in Asia, Amundi’s second home market

Amundi has been deeply rooted in the Asian region for more than 50 years and built a comprehensive local setup.

06/26/2026

Santander publishes AI projects under an Open Source licence to ramp up shared innovation

Banco Santander remains at the forefront of AI development by offering public repositories on Open Source to foster technical cooperation and shared learning.

06/26/2026

LLB Switzerland awards first LLB Business Award to Hostpoint

The award went to Hostpoint AG and recognizes entrepreneurial excellence, customer focus, innovative strength, and regional responsibility.

06/26/2026

BR Partners eyes acquisitions to expand wealth management

Bank says organic target of R$10bn in assets under management has been postponed but could double with acquisitions

06/26/2026

Maybank Rolls Out AI Wealth Platform With Swiss Fintech

The initiative forms part of the bank’s broader wealth transformation strategy as competition intensifies among Asian financial institutions to enhance client experience through technology.

06/26/2026

Vontobel gives young artists a big stage

The connection between wealth management and art has a long tradition at Vontobel .

06/26/2026

Lync Wealth Management continues growth with double acquisition

Yorkshire Rose supports customers in Wetherby, Leeds, York and Harrogate, while Hayden Kilkelly operates across the West Midlands from its base in Kingswinford.

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HSBC appoints Nick Elias to lead wealth AI push

07-07-2026

Ondo Finance Launches First-Ever Custodial Tokenized Securities in the U.S., Broadridge Partners to Integrate World Class Governance

07-03-2026

Standard Chartered appoints Margaret Harwood-Jones as first CEO for Europe and UK

07-03-2026

Andy Burnham's Property Tax Reform: What High Net Worth Individuals Need to Know

07-03-2026

UBS gears up to pilot US banking services for wealthy clients – report

07-03-2026

Jeff Bezos' family office backed five AI startups in June

07-03-2026

Goldman Sachs AM hires JPMAM exec as co-head of client solutions group in Apac

07-06-2026

The case for multi-sector income strategies

07-03-2026

Focus Partners Australia appoints head of wealth advisory

07-09-2026

Allspring and Pictet join CityHive’s ACT list

07-09-2026

Families could face £120,000 tax bill on inherited property under mooted CGT reforms

07-09-2026

Canaccord Wealth co-CIO steps down amid chief investment office changes

07-09-2026

Sotheby’s Is Adapting to a Softer Wine Market by Selling Access and Experiences—Not Just Bottles

07-09-2026

HK’s cross-boundary wealth management sees 9pc annual growth through 2030, Hui says

07-09-2026

The future of wealth belongs to women: finding fiduciaries to meet the moment

07-09-2026

Bellevue Asset Management gains experienced sales expert

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