05/15/2026
Women in Financial Advice Awards 2026: All the nominations!
More than 1,150 women from 450 firms were nominated for WIFA 2026
Wealth and Asset Management
05/15/2026
Amundi signs Credit Agricole subsidiary as client for ‘ETF-a-service’ platform - reports
Indosuez Wealth Management is lining up four active ETFs for H2
05/15/2026
Gresham Partners named winner of five awards-both firmwide and individual - at the 13th Family Wealth Report awards 2026
Gresham’s success over nearly 30 years has been built on excellence in both disciplines and the powerful effect of combining them.
05/15/2026
Brookfield Wealth Solutions Announces First Quarter Results and Corporate Simplification
The net loss was driven by unfavorable mark-to-market movements on public equity investment positions which have recovered since March 31, 2026.
05/15/2026
OCBC Expands In Hong Kong With A New Wealth Push
Singapore’s second-largest bank plans a major relationship-manager hiring round, branch upgrades, and says strong early-2026 growth keeps it on track for a top-10 lender spot by 2030.
05/14/2026
J.P. Morgan named among Barron’s top advisors and teams for 2026
Most of the J.P. Morgan Wealth Management advisors and teams have been on the lists for at least three consecutive years, underscoring their sustained excellence year after year.
05/14/2026
Corient Announces Acquisition of Capital Advisors, Expanding its Presence in the U.S. Southwest
Corient strengthens its private partnership model and adds nearly $8 billion in client assets
05/14/2026
Revolut primed for wealth management push after FCA approval
Two of the permissions granted allow Revolut to manage investments and to deal as a principal.
05/14/2026
Standard Chartered Bank expands client wealth management solutions
In addition to existing premium financing solutions, clients can now enjoy greater flexibility in optimizing their overall balance sheet.
05/14/2026
Apex Group provides transfer agency services in support of the launch of Fidelity International’s first tokenised product
The launch reflects the continued evolution of regulated asset management as tokenisation and on‑chain workflows are incorporated into institutional fund operating models
05/14/2026
Temenos Core Banking SaaS to Power Questrade Financial Group’s Banking Offering
Temenos’ cloud-native platform enables the firm’s delivery of banking products and services at scale as it prepares an accelerated roadmap for the Canadian market
05/14/2026
Fondation Lombard Odier and the Swiss Polar Institute join forces to help improve natural hazard mitigation in the Swiss Alps
The initiative was officially launched on 12 May 2026 during a gathering of all involved stakeholders in Sion, with representatives of both organisations, of the scientific community and of the Valais cantonal authorities.
05/14/2026
Wealth managers must steer past the island of misfits
Fragmented, legacy-laden private client portfolios can carry hidden friction that often surfaces at the wrong moment in the market cycle
05/14/2026
“We intend to play a full role in supporting European competitiveness”
On top of these conflicts, growing geopolitical tensions are fuelling uncertainty and undermining the stability of the global economy, in turn leading to an increasingly unstable and challenging environment for all players.
05/14/2026
Stratos Wealth Fully Acquires 11 Partner Firms with $4.8B In Assets
Stratos, which is owned by asset manager and fintech SEI, has completed the move to bring on both solo and multi-advisor teams across seven states.
05/14/2026
Broadridge Establishes Strategic Glasgow Hub to Strengthen Global BPO Delivery
New UK delivery center strengthens Broadridge’s global footprint and enhances resilient, near-shore operational support for leading global financial institutions
05/14/2026
OWIN26. CA Italia: The Next Gen challenge is won with an integrated ecosystem.
This was one of the themes that emerged during OWIN26, the event organized by Objectway in Sorrento, which featured Simona Feudatari, COO of Indosuez Wealth Management Italia, on stage.
05/13/2026
UBP Weekly View - Markets in motion: earnings versus geopolitics
The Iran conflict continues to drive oil-price and rate volatility, while this week's US-China summit and Consumer Price Index (CPI) data will be the key catalysts to watch.
05/13/2026
Saltus wins Wealth Management Company of the Year at Money Age Awards
Saltus was selected ahead of a strong field of peers, reflecting the continued strength and evolution of its wealth management proposition.
05/13/2026
Barron’s Recognizes William Blair Wealth Management Teams
The recognition highlights the depth of William Blair’s Private Wealth Management and the firm’s commitment to delivering personalized advice across generations, industries, and evolving client needs.