Wealth and Asset Management

Wealth and Asset Management

The ‘Mass Affluent’ Are Losing Their Allure for Wealth Managers Navigating AI

June 22, 2026

Wealth managers keen to stay relevant in the age of artificial intelligence may soon find that clients with a mere $1 million in liquid assets are no longer worth spending human hours on.   “The mass-affluent client now gets something close to private-banking quality from AI,” said Debasish Patnaik, senior partner McKinsey & Co. That […]

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Wealth and Asset Management

NBK Wealth reinforces its local and regional leadership

June 22, 2026

In recognition of its excellence in innovative investment solutions The recognition reflects the Group’s ability to seek to deliver exceptional outcomes for its clients while offering resilient investment solutions tailored to diverse market and economic conditions The award underscores the Group’s disciplined investment approach, underpinned by deep global market insight and rigorous risk management practices […]

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Wealth and Asset Management

SNB makes adjustment to the interest rate on sight deposits

June 22, 2026

Reduction of the factor for the limit from 15 to 13.5   The National Bank will reduce the factor for the limit on interest payments on sight deposits of current account holders subject to minimum reserve requirements from 15 to 13.5, effective August 1, 2026.    The basis for calculating the limit remains unchanged: for […]

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Wealth and Asset Management

The new arms race in wealth management: Winning the ultra-wealthy

June 22, 2026

The wealth management industry is in the middle of a sweeping shift, as more firms move up the wealth ladder to serve the richest individuals and families.   Technology, competition and industry consolidation are pressuring fees and profitability, experts say. At the same time, the population and fortunes of ultra-high net worth investors are soaring, […]

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Wealth and Asset Management

When the biggest risk to your wealth is you

June 22, 2026

Benjamin Graham, widely regarded as the father of value investing, once observed that “the investor’s chief problem – and even his worst enemy – is likely to be himself”. It is a powerful statement, not because it is critical of investors, but because it is honest.   In our experience as financial planners, most investors […]

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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, […]

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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 […]

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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 […]

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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, […]

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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 […]

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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, […]

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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. […]

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