Raymond James recruits $1B veterans from Merrill
Group joins the firm’s employee channel, citing culture, leadership access and long-term fit.
Wealth and Asset Management
15196 articles found
5 wealth management trends for South African HNW families in 2026
Strategic insight, experience, and emotional intelligence are qualities machines cannot imitate.
Citi Enriches Private Market Offerings for Citigold Private Clients in Collaboration with Blackstone, Blue Owl and KKR
Citigold Private Clients will gain access to alternative asset classes including private equity and private infrastructure
AWAG enters joint venture to develop wealth manager
The Australian Wealth Advisors Group has made a strategic investment into a chartered accountant practice, entering into a joint venture to develop wealth management services.
Morgan Stanley Wealth Management Pulse Survey Reveals Continued Bullishness Amid Market Volatility
Investors press pause on portfolio moves
Firenze partners with wealth management firm, Artorius
Clients of Artorius will be able to borrow against the value of their investment portfolios without selling assets – known as Lombard lending.
Nominations Open for 2026 Wealth Management Industry Awards
Expanded categories spotlight innovation across partnerships, advisor intelligence, RIA leadership, recruiting, and modern storytelling
Santander announces changes to its branch network as it continues to transform for the future
Santander Locals provide face-to-face support for customers in areas where a branch has been closed, and a Banking Hub is not required.
Jupiter Appoints BNY to Deliver Streamlined Operating Model
Through this strategic relationship, Jupiter has consolidated back-office services for its offshore jurisdictions with BNY as well as outsourcing its middle office operations.
BlackRock and Partners Group Launch First-of-Its-Kind Private Markets SMA for Wealth Platforms
BlackRock and Partners Group previously announced a strategic partnership to transform retail wealth access to private markets through the introduction of a SMA portfolio solution.
Equiom Group named Trust Company of the Year – UAE at Citywealth International Awards
This recognition reflects Equiom’s depth of expertise, robust governance standards and consistently high quality of service delivered to clients in the Middle East.
CaixaBank posts a net profit of €5.89 billion in 2025, up 1.8%, driven by strong business growth
CaixaBank, with more than €664 billion in assets, serves 20.7 million customers in Spain and Portugal through a network of over 4,500 branches.