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Wealth and Asset Management

01/30/2026

Nominations Open for 2026 Wealth Management Industry Awards

Expanded categories spotlight innovation across partnerships, advisor intelligence, RIA leadership, recruiting, and modern storytelling

01/30/2026

Santander announces changes to its branch network as it continues to transform for the future

Santander Locals provide face-to-face support for customers in areas where a branch has been closed, and a Banking Hub is not required.

01/30/2026

Jupiter Appoints BNY to Deliver Streamlined Operating Model

Through this strategic relationship, Jupiter has consolidated back-office services for its offshore jurisdictions with BNY as well as outsourcing its middle office operations.

01/30/2026

BlackRock and Partners Group Launch First-of-Its-Kind Private Markets SMA for Wealth Platforms

BlackRock and Partners Group previously announced a strategic partnership to transform retail wealth access to private markets through the introduction of a SMA portfolio solution.

01/30/2026

Equiom Group named Trust Company of the Year – UAE at Citywealth International Awards

This recognition reflects Equiom’s depth of expertise, robust governance standards and consistently high quality of service delivered to clients in the Middle East.

01/30/2026

CaixaBank posts a net profit of €5.89 billion in 2025, up 1.8%, driven by strong business growth

CaixaBank, with more than €664 billion in assets, serves 20.7 million customers in Spain and Portugal through a network of over 4,500 branches.

01/30/2026

Mattioli Woods partners with J.P. Morgan to boost Centralised Investment Proposition

Under the agreement, J.P. Morgan Asset Management will design and manage a suite of bespoke global multi-asset, growth-tilted portfolios built exclusively for Mattioli Woods.

01/30/2026

Deutsche Bank hits 2025 financial targets with record full-year and fourth-quarter profits

Deutsche Bank has announced a record profit before tax of € 9.7 billion for 2025, up 84% compared to 2024.

01/30/2026

Ex-Credit Suisse chief FI selector to launch crypto strategies

Max Gnesi and Claudio Schneider of DCAP are taking traditional hedge fund trades to the crypto world.

01/30/2026

Intesa Sanpaolo takes over Reyl completely and appoints a new CEO

Fideuram – Intesa Sanpaolo Private Banking has acquired the remaining approximately 24 percent of the Swiss company Reyl Intesa Sanpaolo.

01/30/2026

The advantages of private banking with Lombard Odier

The advantages of private banking go beyond managing assets; it’s about creating a trusted partnership that evolves with your ambitions and the world around you.

01/30/2026

Lombard Odier Luxembourg to move to new headquarters in 2027

As a long-term tenant in partnership with Grossfeld, Lombard Odier will be the building’s sole occupant.

01/30/2026

responsAbility manages emerging market private equity impact funds for Stella

Capital is strategically deployed in regions where the potential impact is greatest and where private sector capital can help close critical financing gaps.

01/29/2026

Where will the fixed income sweet spot be in 2026?

Solid – but not overheated – growth could create fertile ground for carry-focused fixed income strategies in 2026.

01/29/2026

Four UBS Financial Advisor Teams in the Southeast Region Ranked #1 by Forbes/SHOOK Research

The ranking algorithm is based on qualitative and quantitative criteria including phone and in-person interviews, compliance records and revenue generated for their firms.

01/29/2026

Apollo Provides €900 Million Refinancing for Pan-European Logistics and Industrial Portfolio Owned by Cerberus and Arrow Capital Partners

Bespoke, senior secured solution to refinance institutional-quality portfolio and consolidate lender base

01/29/2026

Fairstone predicts another record year for DBO acquisition programme

The wealth management group is forecasting a 30% increase in DBO sign-ups in 2026

01/29/2026

SEI Reports Fourth-Quarter 2025 Financial Results

Relative to the fourth quarter 2024, EPS increased by 16%, and revenue and operating income grew by 9% and 11%, respectively, with operating margin increasing to 27%.

01/29/2026

BEKB confirms its financial strength with a good annual result

With targeted investments in employees, processes, and digitalization, BEKB further solidified its role as a stable and reliable partner for its customers.

01/29/2026

NewEdge Advisors Snags Two Firms Managing $1.9B in Combined Assets

NewEdge Advisors starts 2026 with recruiting wins from Ameriprise and Raymond James, both based out of Tennessee.

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