06/05/2026
Canaccord Genuity Group Inc. reports fourth quarter and fiscal 2026 results
Excluding significantitems, quarterly earnings per common share of $0.48
Wealth and Asset Management
06/05/2026
NatWest commits £50m to UK branch network with no further branch closures until at least 2029
NatWest Group will invest £50m in its UK branch network, pausing further branch closures until at least 2029, expanding face-to-face support.
06/05/2026
Family matters: untangling the complexities of family wealth and succession for Asia-Pacific investors
In showing how APAC’s families are approaching their wealth today, our findings reveal that perspectives among family members often conflict – which could result in significant problems when it comes to intergenerational wealth transfers.
06/05/2026
UBS boss Ermotti says he hopes to no longer be the bank's CEO by 2030
UBS acquired fallen rival Credit Suisse in a state-engineered emergency takeover in 2023, and government proposals for tougher capital requirements have been weighing on the bank's share price.
06/05/2026
Operational efficiency and resilience: balancing scale, complexity, and transformation in wealth management
Wall opened the discussion by situating it within the broader context of transformation across the industry – highlighting “scalability, processes, technology, and infrastructure” as the underlying opportunities that can drive change in
06/05/2026
Tech’s role in supporting Rathbones’ ambition to be the best UK wealth manager
Clients expect digital immediacy these days in all aspects of their lives and their banking and wealth management requirements are no different.
06/05/2026
Factory Capital targets athletes and creators with institutional wealth management launch
New LA-based RIA combines traditional advisory services with cultural ecosystem spanning sports, entertainment and entrepreneurship.
06/05/2026
ZA Bank partners with Industrial Bank to launch cross-border wealth management scheme
Subsequently, they can open and operate a Southbound Scheme Dedicated Investment Account via the ZA Bank App to invest in eligible wealth management products in Hong Kong.
06/05/2026
Morgan Stanley’s Christina Au-Yeung: Avoid market complacency and unintended concentration
Wealth management is similar to being a family doctor, says Morgan Stanley PWM Asia’s Christina Au-Yeung.
06/05/2026
RBC BlueBay Launches U.S. High Yield Bond Fund
The Fund builds on the success of its existing U.S. sister vehicle, which surpassed $1 billion in assets last year.
06/05/2026
Blackstone private credit fund caps withdrawals as redemption requests jump
The attempts to cash out indicate wealthy individuals are continuing a recent retreat after many years of piling into funds that give them exposure to assets that rarely trade.
06/04/2026
EastWest Bank expands wealth management services for high-net-worth clients
Clients will also receive support from relationship managers trained by the Singapore Management University, along with access to regular market updates, economic briefings and other advisory sessions.
06/04/2026
Foundation for Financial Planning Showcases How Morgan Stanley Wealth Management Mobilized Hundreds of Advisors for Pro Bono Service
New "Pro Bono in Practice” case study explores how the world’s largest wealth manager built one of the industry’s largest advisor engagement initiatives for pro bono financial planning
06/04/2026
Global millionaire population jumps by nearly 2 million in 2025, driven by strong stock market performance worldwide
A robust equity market performance and easing inflation drove HNWI wealth creation in 2025, growing the global millionaire population by nearly 2 million to 25.3 million individuals.
06/04/2026
Finalists Announced for the 2026 Wealth Management Industry Awards
Record-Breaking Year Reflects Accelerating Innovation Across Wealth Management
06/04/2026
UBS AM: Managing the ‘disconnect between the macro and micro’
A more granular, thematic approach is increasingly necessary for multi-asset investing, says UBS AM’s asset allocators.
06/04/2026
Partners Group expects solid net AuM growth for 2026 despite recent uncertainty around evergreen redemptions
In the context of its evergreen platform, the firm expects its fundraising to exceed outflows in H1 2026.
06/04/2026
The biggest misconception about Swiss private banks
Many also feel they don't fit into the glamorous world of a private bank.
06/04/2026
WRISE Group Launches WRISE Master Trust in Hong Kong
Redefining Global Generational Wealth and Legacy Architecture for HNWIs and Family Offices
06/03/2026
Private banking in Spain: raising the bar in a changing wealth landscape
Rather than curbing growth, this situation is giving rise to greater differentiation between models. Clients still seek advice, but they are becoming more demanding and selective.