01/16/2026
Asset and wealth managers face a profitability paradox
The industry keeps growing—and in both assets and revenue—but profit margins are shrinking. Here’s how firms can adapt.
01/16/2026
The industry keeps growing—and in both assets and revenue—but profit margins are shrinking. Here’s how firms can adapt.
01/16/2026
Net revenues were $13.45 billion and net earnings were $4.62 billion for the fourth quarter of 2025.
01/16/2026
The city’s forward-thinking approach means its appeal to global investors is more compelling than ever
01/16/2026
Clark Capital offers a range of investment solutions including multi-asset-class portfolios, proprietary model portfolios, and mutual funds.
01/16/2026
UBS applied for a full banking licence in the United States in October in a bid to grow its wealth management business in the U.S., even as regulators in Switzerland have sought to limit its reach abroad.
01/16/2026
German banks risk falling behind their European counterparts.
01/16/2026
Morgan Stanley’s wealth division beat expectations and boasted both a quarterly and yearly double-digit net revenue boost.
01/15/2026
Morningstar Indexes will manage the UK wealth management industry’s key benchmarks from March 2026.
01/15/2026
For 2026, Partners Group anticipates USD 26-32 billion in gross new client demand through fundraising.
01/15/2026
With tradition no longer enough to secure loyalty or growth, Swiss private banks are turning to brand identity as a key driver of long-term performance.
01/15/2026
This represents a 5.7% increase, or 112,000 people, on the current tax year’s estimate of 1.95 million and is up from 1.218 million in 2021/22.
01/15/2026
The information in this release is unaudited and based on preliminary year-end reporting processes only and may therefore be subject to change.
01/15/2026
The academy will collaborate with London Business School for advanced learning and, via a newly signed agreement, Singapore Airlines Academy for service excellence and client experience.
01/15/2026
The FT Business Book of the Year Award celebrates the most compelling and relevant business writing of the year, providing insight into the issues shaping the world of work, finance, economics and global affairs
01/15/2026
The new strategy aims to provide investors with high‑quality, income‑oriented exposure to investment‑grade CLO tranches through a diversified, actively managed portfolio.
01/15/2026
Ark Invest has entered into a partnership with German platform NAO to launch an Eltif.
01/15/2026
New Cerulli research highlights active ETFs, private markets distribution, and tokenization stretching product development resources
01/15/2026
7 million additional shares authorized for repurchase under existing repurchase program by Board of Directors
01/14/2026
Baseline Wealth Management, with offices in Geneva and Zurich, is Creative Planning's second European acquisition in as many months.
01/14/2026
Much of this transformation stems from the rise of private wealth and the central role played by family businesses.