01/09/2026
From ESG hype to credibility: what wealth management faces in 2026
WealthTech company Kidbrooke recently explored the lessons learned from 2025 and what to expect in wealth management in 2026.
Wealth and Asset Management
01/09/2026
Bank of America advisers get green light for bitcoin
Bank of America has allowed its 15,000 advisers to consider bitcoin ETF allocations for its wealth management clients for the first time this month.
01/09/2026
Why rethinking wealth management through a long-term lens supports generational continuity
Lombard Odier stands out by virtue of its unique governance model.
01/09/2026
Deutsche Bank achieves positive ESG rating results in 2025
With the four leading rating agencies the bank was able to either significantly improve its results or strengthen its already high rating with an increased total score.
01/09/2026
UBS Advisor Team Hollenbaugh Rukeyser Safro & Williams Ranked #4 on Forbes America’s Top Private Wealth Management Teams List
The team ranked #4 nationally, making it the highest ranked UBS team on the list and marking the third consecutive year that the team has been named to the list.
01/09/2026
Paul Allen estate exits Cercano as $10.5bn wealth manager goes employee-owned
The firm allocates capital across public markets, private equity, real estate, and private credit, and typically works with clients who commit at least $250m.
01/09/2026
UOB Asset Management Launches ASEAN Dividend ETF as Investors Turn to Dividend Strategies
The region also offers a diverse mix of growth-oriented and established economies, creating opportunities for portfolio diversification across different market cycles.
01/09/2026
HSBC signals big year ahead for wealth push in 2026
HSBC's Christopher Dean details how the bank plans to accelerate its wealth offering in 2026.
01/09/2026
JPMorgan abandons proxy advisers and turns to AI
The decision applies immediately and comes as regulatory scrutiny increases around the proxy advisory sector.
01/09/2026
UBS Advisor Team Hollenbaugh Rukeyser Safro & Williams Ranked #4 on Forbes America’s Top Private Wealth Management Teams List
The team ranked #4 nationally, making it the highest ranked UBS team on the list and marking the third consecutive year that the team has been named to the list.
01/09/2026
HSBC agrees to pay £260m to settle dividend fraud case in France
Several large France-based banks have been under investigation over their alleged use of a scheme to avoid certain taxes linked to the payment of dividends.
01/09/2026
Greece emerges as a magnet for the world’s ultra-rich
The report points to a sharp rise in cross-border relocation among high-net-worth individuals-defined as those with assets exceeding $1 million.
01/09/2026
Apex and Allfunds partner on offshore investment access
The partnership will establish a technical link between the Allfunds platform and Apex’s AscendOS system.
01/09/2026
Battistelli Holland Wealth Management Group of Stifel named to Forbes’ Best-in-State Wealth Management Teams list for third consecutive year
The team has more than six decades of investment industry experience and believes that clients should have financial advisors in their corner who truly understand their needs and offer a personalized approach to investing.
01/08/2026
Northern Trust Asset Management Delivers Direct Indexing Solution on Envestnet Platform
Northern Trust Asset Management’s direct indexing solution offers a diverse lineup of equity investment strategies
01/08/2026
LGT Global Outlook 2026: A “world in mid-sentence,” as investors navigate recalibrating markets
The Outlook identifies three key themes for 2026 that are particularly relevant for diversification decisions.
01/08/2026
Meet Our Forbes/Shook 2026 Best-In-State Wealth Management Teams
14 Oppenheimer Teams Named Best-In-State
01/08/2026
Record 29 William Blair Teams Named by Forbes as Best-in-State
William Blair wealth teams serve individuals, families, organizations, and foundations to help them achieve their investment goals, strengthen family legacies, and endow their clients' charitable activities.
01/08/2026
Citi Wealth Releases Macroeconomic and Markets View for 1Q 2026
Staying Grounded in a Noisy World
01/08/2026
Brooks Macdonald combines Distribution and Investment teams
The new structure will enable closer collaboration across the organisation, allowing Brooks Macdonald to work more effectively and efficiently to serve its existing clients, broaden client reach, and maximise its investment expertise and performance.