07/23/2026
UBS Wealth Advice Center Expands National Footprint with New Hub at 23Springs in Uptown Dallas
The opening of the Dallas hub marks an important milestone in the continued growth of the Wealth Advice Center.
Wealth and Asset Management
07/23/2026
HLB Private Bank doubles down on private market offerings
The announcement was made during the Private Markets Summit 2026, the first of its kind in Malaysia, according to the bank’s press release.
07/23/2026
BNP Paribas Group: Results as of 30 June 2026
The meeting was chaired by Jean Lemierre.
07/23/2026
Utmost Summer 2026 Navigator: The growing importance of structural optionality in wealth planning
As usual, the Pulse section outlines all the key developments in regulation, tax and compliance across global markets
07/23/2026
Three William Blair Advisors Named to Barron’s Top 100 Women Financial Advisors
Lindsey Holton, Sarah Mercurio, and Jackie Moss
07/23/2026
NewEdge Capital Group Expands Envestnet Partnership to Incorporate Structured Note Strategies Within Unified Managed Accounts
NewEdge Investment Solutions’ SNIP and SNAP Solutions Can Now Be Accessed in One Account Alongside Other Investment Strategies
07/23/2026
Carey Olsen recognised as the top offshore law firm in Chambers High Net Worth 2026
Bermuda partner and head of the firm's trusts and private wealth practice Keith Robinson has been named a Star Individual for the fourth consecutive year.
07/23/2026
Syz teases 'exciting' crypto news
Philippe Turrian of Bank Syz speaks about what lies ahead for the 'first mover' bank.
07/23/2026
Wedlake Bell achieves outstanding results in Chambers High Net Worth 2026 rankings
Among this year’s standout achievements are the two new team rankings.
07/23/2026
SEI Reports Second-Quarter 2026 Financial Results
On an adjusted basis, EPS and operating income grew 38% and 36%, respectively, with the adjusted operating margin increasing to 32%.
07/22/2026
EFG International reports half-year 2026 results.
Assets under Management now exceed CHF 200 billion after the successful closing of the Quilvest acquisition on 21 July 2026
07/22/2026
AFFLUENTIAL Report Examines How Next-Generation HNWIs Are Reshaping Private Banking
The findings suggest that financial institutions can no longer assume that client relationships will pass automatically between generations.
07/22/2026
Berenberg presents its 2025 annual financial results – net profit of €20.2 million
The auditing firm Deloitte issued an unqualified audit opinion on the bank's annual financial statements on July 20. Berenberg closes the year 2025 with a net profit of €20.2 million.
07/22/2026
Macquarie Asset Management Announces Successful Close of Aligned Data Centers Transaction
Transaction marks another significant milestone in Macquarie Asset Management's longstanding digital infrastructure investment strategy
07/22/2026
Envestnet Launches Wealth Trading, Delivering a Modern Trading Experience for Advisors and Enterprises
Built with Advisor Input, Wealth Trading Unifies Portfolio Management, Trading, and Execution in a Single End-to-End Experience
07/22/2026
Market Optimism Builds Despite Inflation Concerns, Morgan Stanley Wealth Management Pulse Survey Finds
More investors are considering portfolio changes amid a mixed backdrop
07/22/2026
From the Premier League to Private Wealth: Christophe Berra Joins Skybound Wealth's Athletes & Creators Division
Skybound Wealth has strengthened its Athletes & Creators division with the appointment of former Scotland international Christophe Berra as a qualified Private Wealth Adviser.
07/22/2026
The rise of the ‘financially single’ couple
A new study from wealth manager Quilter suggests that long-term couples are increasingly planning their future finances independently and acting ‘financially single’ despite sharing every other aspect of their lives.
07/22/2026
Deutsche Bank recognised by Euromoney for M&A leadership across APAC
Bank named Best Investment Bank for M&A in China, Indonesia, Malaysia and Singapore
07/22/2026
Netwealth launches new offering to service HNW channel
It also offers flexibility for investors to choose how their assets are held and managed, whether they are traded through preferred brokers and held in custody or held under an individual HIN.