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Wealth and Asset Management

OWIN26: Scalability, a Real Challenge for Wealth Management

Financial institutions must learn to do both at scale, ensuring that an increase in initiatives doesn't translate into increased operational complexity.

Wealth and Asset Management

Broadridge’s Distributed Ledger Repo Achieves 220% Year Over Year Growth; Processes $7.2 Trillion in May

Wealth and Asset Management

Tech’s role in supporting Rathbones’ ambition to be the best UK wealth manager

Wealth and Asset Management

Is the wealth management industry scalable?

Wealth and Asset Management

Broadridge Establishes Strategic Glasgow Hub to Strengthen Global BPO Delivery

Wealth and Asset Management

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

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

Raymond James to unify UK wealth businesses under single brand

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

St. James’s Place – Simplifying our Reporting Presentation

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

Executive Moves

UBS Hires Financial Advisors in the Southeast Region US Managing Over $2 billion in Assets

J.P. Morgan Private Bank adds Rafael Cervelli to Brazil Team in Miami

M&G Life strengthens adviser and client support with Miriam Breen appointment

Mirko Mandola appointed Head of Bonhôte-Immobilier SICAV

SEI Appoints Matt Provencher as Global Head of Enterprise Professional Services

Genesis Wealth adds $725 million advisor as breakaway momentum continues

Legal,Regulation,Tax & Compliance

A new manager at the Federal Reserve

IHT receipts soften again in May but long-term tax pressures continue to build

Proposed Dual Share Class Structure

Northern Trust Receives Approval for New EU Banking Branch in Ireland

Rathbones Group: Regulatory update

Finma supervisory levy continues to cause heated debate

FinTech

WealthAi launches client file for wealth managers platform

Bybit Private Wealth Management Posts Up to Over 50% in 30-Day APR Across Multiple Strategies

Broadridge and Fispoke Announce Strategic Collaboration to Bring Private Banking and Lending Capabilities to Independent Wealth Firms

How AI is reshaping M&A evaluation and execution in wealth management

Private Banks' Digital Race: Vontobel Overtakes Julius Baer

Digitalisation & Customer Experience in Swiss Private Banking (web / mobile app / digital marketing / social media) – 2026 edition

Family Office

AI Is Changing The Family Office, But How?

Wealth management startup CREST secures $3.1 Mn in pre Seed round

Luhut Says Indonesia Could Attract $500 Billion Through Family Office Initiative

MCM Partners establishes new family office platform

Secrets of a successful family office

Matter Family Office Establishes Office in Raleigh-Durham-Chapel Hill Market

Luxury

Most Europeans see car ownership as ‘luxury,’ survey shows

Pictet Alternative Advisors Acquires Zurich Luxury Hotel

Why high-net-worth customers are redefining what ‘special’ means

The Fairmont Hanoi: Inside the luxury hotel brand’s first Vietnamese venture

NASA to wear Prada as luxury group pushes into space industry

Gucci Accelerates Into Formula 1 as Alpine’s Title Partner

Extremely Wealthy

2026 Bank of America Private Bank Study of Wealthy Americans

Ultra-wealthy home buyers are clamoring to have longevity amenities within easy reach

‘The average American is now closer to Jeff Bezos in net worth than Jeff Bezos is to Elon Musk’ as Musk becomes the world’s first trillionaire

The ultra-rich can buy yachts to live ‘nowhere’ — but can it also be a tax strategy? Not for most Americans

Soon-to-be trillionaire Elon Musk's wealth grew by over $1 million per minute in the last year

World’s richest 0.01% estimated to have nearly US$1 trillion in annual climate debt – Greenpeace report

Comment & Analysis

Europe's ultra-rich: Which countries are adding the most $30m+ millionaires?

Allowing philanthropy to bloom as a long-term investment

How wealth managers are tackling data fragmentation

Muzinich’s Torres makes the case for European private credit

Pictet Alternative Advisors acquires Zurich Marriott Hotel for its direct real estate investment fund

Deutsche Bank joins Singapore’s gold clearing initiative as clearing member

Extremely Expensive

Patek Philippe Watch Could Fetch $1.6M at Christie’s Sale

The Most Expensive Jean-Michel Basquiat Works Ever Sold at Auction

Elon Musk May Have His Eye on a $300 Million Miami Beach Megamansion

Luxury or necessity? Pet owners pay tens of thousands to fly on Singapore's first airline for animals

Manhattan Apartment Rents for a Staggering $95,000 a Month—After 2-Hour Bidding Frenzy

See the world's most expensive luxury watches

Research

New guide urges wealthy investors to define goals to maximise impact

NatWest Group commits £20 billion to drive growth across the North of England over next decade

Deutsche Bank and the Sutton Trust launch research on widening access for young people in banking and finance

Reclaiming Advisor Time: Practical Integration and Personalization for Modern Wealth Management

Three-quarters of UK millionaires would be happy to pay more tax, research finds

Invoice redirection scams – pause before you pay

Executive Travel

New Report Reveals How The Ultra-Wealthy Will Travel In 2026

Summer Greetings From Greece’s Best-Kept Secret

How The Ultra-Rich Will Travel In 2025

How HNWIs are elevating luxury travel experiences to extravagant new heights in 2024

7 Essential Destinations for Luxury Travel in 2024

Tropical Living: 9 Warm Destinations to Escape the Winter

Planet SOS

Sustainability and Climate Report 2025: Migros Bank strengthens the financial literacy of its customers

Ecofy Secures USD 15 Million from Mirova to Scale Rooftop Solar and E-Mobility Financing

EIB reaches first agreement with UN Green Climate Fund

Energy security in focus: how today’s crisis is reshaping the energy transition

Intesa Sanpaolo Supporting the Energy Transition in the US

Investor climate concern high, but lack awareness of what funds are doing

Health & Wellness

JTC is an Official Partner of Burj2Burj 2026

Longevity and health span: a new frontier for ESG investing

Apex Group partners with Slice Sports to redefine institutional sports investing

What is mental wellbeing fatigue and how can we address this in the workplace?

Standard Chartered tackles financial wellness in new marketing campaign

‘Vivabalance’ employee wellbeing strategy launched