07/03/2026
The case for multi-sector income strategies
For investment-grade portfolios it is therefore important to build actively managed and balanced portfolios combining credit risk with interest rate risk.
Wealth and Asset Management
07/03/2026
Standard Chartered and LMAX Group execute first live digital asset prime brokerage trades
The trades were executed on LMAX Group’s regulated institutional digital asset venue, LMAX Digital, demonstrating an integrated execution and intermediation model.
07/03/2026
Titan Wealth compliance team recognised with two awards
The Jersey Compliance Awards’ judges complimented the team for its culture, particularly during the 2024 acquisition of Ravenscroft by Titan Wealth and then the integration into a global group.
07/03/2026
Forbes Best-In-State Wealth Management Team 2024
The AMP Wealth Management Group Named to Forbes Best in State Wealth Management Teams List
07/03/2026
The 4 portfolios of wealth management
Tax planning, asset management, debt management and risk management — help your client visualize that framework
07/03/2026
UBS gears up to pilot US banking services for wealthy clients – report
The employee rollout will test pricing and products before a mid-2027 launch for wealth management clients.
07/03/2026
Job cuts at Fisch: "We need to become a true boutique again"
Fisch Asset Management is undergoing one of the most profound restructurings in its corporate history.
07/03/2026
Julius Bär to loosen client ban as Benko clean-up nears end
Likely shift to signal an end to the so-called Benko crisis at the Swiss bank
07/03/2026
Stuart Beaver named Best Financial Planner at EISA Awards 2026
The award, which is voted for by industry peers rather than entered through a formal submission process, reflects the high regard in which Stuart is held across the entrepreneurial and investment communities.
07/02/2026
Nairobi to Host Forum on Wealth Management and Family Office Investment
Participants will also explore how technology is reshaping wealth management and influencing investment decision-making.
07/02/2026
Bell Financial launches private wealth manager
Bell Financial Group has launched a private wealth management service as part of a digital transformation push for the business.
07/02/2026
7IM pledges ‘genuine value’ for advisers in multimillion growth plans
The company is also rolling out the first of many updates, after having spent time in 2025 “getting a great team, tech and roadmap in place”.
07/02/2026
Silvercrest Asset Management Group Named to Inaugural CNBC Elite Advisors List of Top Ultra-High-Net-Worth Wealth Management Firms for 2026
The firms recognized specialize in serving clients with investable assets of $25 million or more.
07/02/2026
SNB sees Swiss banks well placed to face challenges, UBS well capitalised
UBS has enough capital to satisfy planned Swiss reforms, central bank says
07/02/2026
DBS, Samsung Securities to Partner on Wealth Management in Asia
The two financial institutions signed a memorandum of understanding to form a partnership in wealth management, allowing their clients to diversify across markets, DBS said Thursday.
07/02/2026
643 Ameriprise Financial Advisors Named to the Forbes “Best-in-State Wealth Advisors 2026” List
The rankings are finalized based on data provided by thousands of the nation’s most accomplished advisors.
07/02/2026
Canaccord Wealth launches MPS for UK-based US expats
The new model portfolios aim to address a gap in the market for expats, who face tax rules from both the UK and US
07/02/2026
Standard Chartered Global Private Bank partners with Cambridge institute to advance leadership capabilities
Among the first global private banks to introduce bespoke leadership development programme for its leaders
07/01/2026
Barclays acquires Global Headquarters at One Churchill Place from CWG
The acquisition also supports Barclays’ ongoing investment in its workplace, enabling the creation of high-quality, flexible space for colleagues as working patterns and business needs continue to evolve.
07/01/2026
South Korea's Wealth Surges 44% as AI Chip Bonuses Reshape Private Banking
This could mark a shift in South Korea's wealth story, with rank-and-file semiconductor workers gaining from the AI cycle rather than only business families or wealthy heirs.