03/27/2026
Head of PBWM Segment Management
This role integrates segment strategy, marketing, operational support, performance analytics, and business case management to ensure a best‑in-class client and advisor experience across all channels.
Wealth and Asset Management
03/27/2026
Citibank Announces $2 Billion Redemption of 5.438% Notes Due 2026 and $1 Billion Redemption of Floating Rate Notes Due 2026
The cash redemption price for the notes payable on the redemption date will equal par plus accrued and unpaid interest to, but excluding, the redemption date.
03/27/2026
Firenze and Third Financial Join Forces to Offer a Multi-Million Pound Estate-Planning Solution
The borrower, an Executive of a UK company, held a substantial investment portfolio but sought access to liquidity without selling assets, triggering CGT, or transferring custody.
03/27/2026
Women and the Great Wealth Transfer: The Shifting Center of Wealth Stewardship
This includes roughly $54 trillion expected to initially move through inter-spousal transfers, with 95% of surviving spouses projected to be women.
03/27/2026
WRISE Group Partners with China Asset Management (Hong Kong) to Offer Exclusive Access to Asia Bond Fund high dividend yield share class in Hong Kong Debut
This partnership reflects our commitment to delivering innovative and performance-driven investment solutions to a broader audience.
03/27/2026
VP Bank wins Alliance of Swiss Wealth Managers' Custodian Bank Award 2026 in 'Financial Solutions' category
VP Bank was founded by intermediaries for intermediaries – and this very business remains a core focus to this day, rather than merely a secondary segment.
03/27/2026
Lessons for rich families from a private banker
The secret to sustaining generational wealth isn’t financial wizardry but long-term character
03/27/2026
Wealth and Asset Management 4.0
How digital, social, and economic trends will transform the investment industry
03/27/2026
Aquila launches spinoff independent asset manager
The group had previously ceased asset management operations in 2019 to focus on its B2B platform.
03/27/2026
HSBC remains encouraging on Malaysia’s steady growth
As for inflation, he pointed out it had been on a gradual uptrend supported by domestic demand.
03/27/2026
GBST achieves certification recognising high standards in risk, data security and resilience
It provides an independent assessment of suppliers, giving financial institutions confidence in how third-party risk is managed.
03/27/2026
HSBC: Most Asian HNWIs Have No Legacy Plan in Place
Nearly six out of 10 high net worth individuals (HNWI) in Asia have no legacy plan in place
03/27/2026
BlackRock adds iCapital’s alternatives tech to Aladdin Wealth
This move gives financial advisors the ability to conduct alternative investment activities within a single integrated system.
03/27/2026
Van Lanschot Kempen wins Gouden Stier for Best Investment Funds
The IEX Gouden Stier Awards are organised annually by the well-known investment platform IEX Media and are regarded as the leading independent investment awards in the Netherlands.
03/27/2026
A steady partner in a changing world
Against the backdrop of geopolitical and economic uncertainty and ongoing industry consolidation, stability and long-term thinking are more important than ever.
03/27/2026
St. James’s Place behavioural study highlights opportunity to support a new generation of investors
The results suggest that, if similar behavioural approaches were adopted more widely, this could increase intentions to invest significantly.
03/26/2026
Van Lanschot Kempen recognised with two Euromoney Private Banking Awards 2026
These awards highlight Van Lanschot Kempen’s focus on distinctive wealth management services, with personal attention for clients strengthened by digital innovation.
03/26/2026
Accelerated Wealth Partners and RIA Advisors Announce Strategic Partnership to Create a Leader in the Texas Wealth Management Market
Accelerated Wealth Partners will make a strategic investment in RIA Advisors to allow the firm to scale rapidly while strictly preserving its unique culture and high-touch service model.
03/26/2026
Banque Heritage reaches CHF 5.8 billion in assets under management
These now amount to CHF 5.8 billion, representing a 19% increase compared to 2024.
03/26/2026
The Vaudoise Group continues to grow and achieves a historic annual result.
Vaudoise Allgemeine will pass on CHF 40 million to its insured members in the period 2026–2027.