Wealth and Asset Management

Wealth and Asset Management

Schroders Survey: North American Institutional Investors Turn to Active Management Amid Volatility and Concentration Risk

June 19, 2026

North American institutional investors are prioritizing portfolio diversification, capital growth and income generation as they navigate a market characterized by volatility, market concentration and structural market shifts, according to global asset manager Schroders.   The firm today released the North American findings of its annual Global Investor Insights Survey, which polled pension funds, insurance companies, […]

Read More

Wealth and Asset Management

Jim Cahn Named M&A Leader of the Year Finalist by Wealth Management

June 19, 2026

Jim Cahn, Chief Strategy Officer at Wealth Enhancement, has been named a finalist in the M&A Leader of the Year category for the 2026 Wealth Management Industry Awards.     The M&A Leader of the Year award recognizes an executive leader who has successfully driven their firm’s growth through inorganic strategies such as mergers, acquisitions, and […]

Read More

Wealth and Asset Management

Raymond James to unify UK wealth businesses under single brand

June 19, 2026

Raymond James Wealth Management is bringing its UK wealth operations together under a single Raymond James brand as it looks to accelerate growth and strengthen its position in the UK market.   The move marks the next stage of integration following Raymond James’ acquisition of Charles Stanley in 2022 and is intended to create a […]

Read More

Wealth and Asset Management

Regions Private Wealth Management Wins Two Global Private Banking Innovation Awards for Second Consecutive Year

June 19, 2026

Regions Bank on Thursday has announced its Private Wealth Management division earned two top industry honors at the 2026 Global Private Banking Innovation Awards, marking the second consecutive year Regions has received these recognitions.   What awards did Regions Private Wealth Management receive?   Regions Private Wealth Management was recognized for excellence in client service, […]

Read More

Wealth and Asset Management

St. James’s Place – Simplifying our Reporting Presentation

June 19, 2026

Caroline Waddington, Chief Financial Officer:   Good morning everyone, and thank you for joining.   I’m delighted to be here today to present our new framework for reporting financial performance,which we will be implementing for half-year 2026.    Let me start with the most important point: nothing about our profitability is changing.   There is […]

Read More

Wealth and Asset Management

Global Private Banking Innovation Awards 2026 honour leaders in private banking and wealth management

June 19, 2026

The Global Private Banking Innovation Awards 2026 brought together leading wealth management institutions from around the world to recognise excellence in advisory capabilities, innovation, and client-centric solutions.    Among the standout winners, J.P. Morgan Private Bank secured the prestigious titles of World’s Best Private Bank and World’s Most Secure Private Bank, reflecting its global scale, […]

Read More

Wealth and Asset Management

Independent Wealth Managers: The M&A Illusion Is Over

June 19, 2026

When independent wealth managers retire, client portfolios rarely follow the wishes of the outgoing owner. Instead, they quietly move on to competitors. Why classic M&A deals fail, and how platform solutions can secure client continuity.   Switzerland's independent wealth management industry is facing a structural shift that is largely playing out away from the headlines. […]

Read More

Wealth and Asset Management

OWIN26: Scalability, a Real Challenge for Wealth Management

June 19, 2026

Onboarding, AI, and strategic outsourcing are at the heart of the transformation: only those players that build a solid foundation can scale profitably.   Scaling innovation without increasing complexity. This is the true dividing line that emerged from OWIN26 – Innovation Built to Scale, the event organized by Objectway, which brought together wealth and asset […]

Read More

Wealth and Asset Management

Rothschild & Co wins Best Debt Advisory Firm for Companies

June 19, 2026

Rothschild & Co has been named Best Debt Advisory Firm for Companies by GlobalCapital at its 2026 Bond Awards, our fourth consecutive win in this category.   This recognition reflects the strength of Rothschild & Co's advisory capabilities, built on a track record of advising on some of the most complex and high-profile transactions globally. […]

Read More

Wealth and Asset Management

Schroders recognised with double win at Investment Week Fund Manager of the Year Awards

June 19, 2026

Schroders is proud to announce that two of its investment strategies have been named winners at this year’s Investment Week Fund Manager of the Year Awards, underlining the strength of its active management expertise and continued commitment to delivering the best possible outcomes for clients.   At the prestigious annual awards ceremony, Schroders was recognised […]

Read More

Wealth and Asset Management

JTC Wins Three Awards at Inaugural Jersey Compliance Awards 2026

June 19, 2026

JTC is pleased to announce that its Jersey Risk & Compliance team has won three awards at the inaugural Jersey Compliance Awards 2026, held on 17 June 2026 at the Royal Yacht Hotel.   Having been shortlisted in three categories, JTC was recognised with the following awards: Compliance Team of the Year – Large Trust Company – JTC Jersey Risk & […]

Read More

Wealth and Asset Management

No longer ‘one and done’ as HNWs seek broader wealth manager relationships

June 18, 2026

Wealth management incumbents are losing ground as assets flow to a number of specialist providers and exclusive relationships are no longer a given, according to Capgemini.    The firm’s annual World Wealth Report found global HNW wealth reached US$98.3 trillion while the population rose to 25.3 million individuals between 2024 and 2025.    In Australia, […]

Read More