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Wealth and Asset Management

05/21/2026

Cazenove Capital and Blue Earth announce three‑year strategic partnership

Through its Summit, Forum and year‑round platform, it aims to connect capital with solutions that address some of the world’s most pressing social and environmental challenges.

05/21/2026

Investec eyes City hiring spree in major move into UK private banking

The expansion will boost its banking presence in London, as it seeks out wealthy clients for what will become a ‘full service primary bank”.

05/20/2026

UBS loses Middle East wealth bankers it hired two years ago

The bank had hired Al Emam to grow its business in Abu Dhabi, and Khunji to run its wealth unit in Bahrain and the Eastern Province of Saudi Arabia.

05/20/2026

4M26: Record net profit in excess of CHF 130 million; annualised NNA growth rate¹ of 6% - EFG International

Revenue margin was 93 basis points in the first four months of 2026, compared to 97 basis points for the first four months of 2025 and 93 basis points in the second half of 2025

05/20/2026

Fenchurch, Ardea score roles as private equity-backed wealth firm AFH explores sale

Bankers score mandates as £11bn business mulls its future ownership

05/20/2026

BLKB headquarters is being renovated with a focus on the future.

The BLKB headquarters on Rheinstrasse in Liestal is undergoing a comprehensive renovation after approximately 50 years and is being adapted to future requirements.

05/20/2026

The agentic AI productivity wave is heading for wealth management

Agentic AI capabilities could help firms lower cost-to-serve, enhance advice quality and delivery, improve adviser and client experience, and drive competitive differentiation

05/20/2026

Wealth management: Getquin raises €12m

The company now aims to accelerate its transition from a wealth tracking tool to a more comprehensive digital wealth management solution.

05/20/2026

Channel Islands winners revealed at Citywealth Magic Circle Awards 2026

A number of companies based in the Channel Islands were also recognised for their excellence.

05/20/2026

Gold’s slowdown doesn’t make for a meltdown

Momentum has cooled, and the metal has at times lagged what investors might have expected from a haven asset during a period of geopolitical stress.

05/20/2026

Impax Asset Management Group plc Interim results to 31 March 2026

Previous underperformance in ‘narrow’ equity markets still driving net outflows

05/20/2026

Prairie Wealth merges with ex-RBC team to form $1.2bn RIA

Tim McEwen of the Tennessee-based McEwen Group has become the president of Prairie Wealth and is in line to succeed the RIA's current chief executive, Craig Hundt.

05/20/2026

Why Financial Industry Professionals Are Moving To Wealth Management

But as industries evolve and technology reshapes the landscape, a new trend has emerged among top-tier professionals.

05/20/2026

Private banks: This is what advisors will need to offer in the future.

Twenty years ago, a private banking advisor was indispensable to the client.

05/19/2026

Australia’s 2026 budget one of the most consequential in years for wealth managers

Australia is well placed to become one of the hottest markets for new investors over the next three years, following the budget, writes Andrew Haslip

05/19/2026

DBS remains committed to investing in young Singapore talent in AI era

DBS to welcome more than 500 young local talent this year through its Management Associate, Internship and Traineeship programmes

05/19/2026

Private Wealth Management Association Announces New Executive Committee Leadership

The appointments are effective from 15 May 2026 for a term of two years.

05/19/2026

Nour Private Wealth (NPW), an Independent Wealth Management Firm, Highlights Rise of Stewardship as UHNW Families Navigate Global Uncertainty

This evolution reflects a broader shift within private wealth management

05/19/2026

J. Safra Sarasin and Golding launch Private Markets partnership for the Swiss institutional market

This collaboration enables the Bank to expand its alternative investments offering, providing its institutional clients with access to a broadly diversified portfolio

05/19/2026

Standard Chartered sets out sustainable growth plan, targeting ~18 per cent RoTE in 2030

Delivering higher quality, diversified and durable growth, with clear milestones to 2028 and beyond.

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

05-28-2026

Promotions at SZKB in 2026

05-28-2026

LGT Capital Partners brings back Marco Bizzozero

05-28-2026

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

05-28-2026

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

05-28-2026

Cinerius expands into Northern Germany with IAM takeover

05-28-2026

St.Galler Kantonalbank opens branch in Düsseldorf

05-28-2026

NewEdge Wealth Adds Experienced Wealth Advisor to Growing Atlanta Office

05-29-2026

How High-Net-Worth Investors Are Playing Gold’s Biggest Correction in Years

06-01-2026

Former Barclays CEO Jes Staley agrees to July 23 interview about Jeffrey Epstein by Oversight panel

06-01-2026

Navigating the HNW intergenerational wealth transfer

06-01-2026

Why Family Offices Are Thinking Like Geopolitical Risk Managers

06-01-2026

Citi Opens Representative Office in Guyana

06-01-2026

Bedrock’s Advisors Named in the 2026 Spear’s Wealth Management Index

06-01-2026

Ocorian appoints Head of Private Clients, Hong Kong

06-01-2026

Corient Completes Acquisitions of Stonehage Fleming and Stanhope Capital Group; Global Assets Surpass US$500 Billion

06-01-2026

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