03/26/2026
Swiss Wealth Managers Name Their Preferred Custodian Banks
The association brings together 42 of the country’s largest independent asset managers.
Wealth and Asset Management
03/26/2026
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
03/26/2026
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.
03/26/2026
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.
03/26/2026
Merrill and Bank of America Private Bank Launch AI-Powered Meeting Journey
AI solution modernizes the full lifecycle of client engagement
03/26/2026
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
03/26/2026
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.
03/26/2026
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.
03/25/2026
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
03/25/2026
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.
03/25/2026
Santander, World’s Best Private Bank for HNW Clients
Santander Private Banking has been awarded 15 prizes by Euromoney magazine.
03/25/2026
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.
03/25/2026
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.
03/25/2026
Geneva boutique gets its Finma licence
Spring Investments' fund has busted through the Finma threshold, prompting the firm to get a new licence.
03/25/2026
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.
03/25/2026
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.
03/25/2026
Affluent Market: The Greatest Potential for Digital Transformation in Wealth Management
In Latin America, the markets where they see the greatest room for growth are Mexico and Brazil, where they still see relatively low penetration despite their size
03/25/2026
Victory Capital withdraws from bidding war for Janus Henderson
Texas-based money manager’s decision to pull its proposal clears way for rival offer
03/24/2026
Moss Adams Wealth Advisors Goes Independent, Unveils New Brand: Threadline Wealth
The new firm, majority led by management, launches as an independent RIA, positioning itself to collaborate broadly across the accounting profession while building a regional boutique wealth management firm.
03/24/2026
Wealth Management Has a Last Mile Problem
The last mile, the step between content existing and a client actually receiving it, has never been engineered, and it’s costing an enormous amount of value that nobody is measuring.