01/13/2026
The private bank, owned by Natwest Group Plc, is considering whether to offer clients so-called evergreen funds managed by Ares Management Corp. and Apollo Global Management Inc.
01/13/2026
The eight-member team has created Harbor View Private Wealth and represents Elevation Point's first investment of the year.
01/13/2026
The bank estimated the plan would increase its capital needs by about $23–24bn, mainly through additional Common Equity Tier 1 capital.
01/12/2026
View the UK through a debt lens and you see an economy with the potential to outperform in 2026.
01/12/2026
Wealth-focused evergreen funds are set to grow at 11 per cent annually by 2029 as wealth managers focus on private credit.
01/12/2026
Each fund invests across a diversified mix of assets, including equities, bonds, alternatives, and money market instruments such as cash, typically through third-party funds.
01/12/2026
The transaction is subject to regulatory approval and is expected to complete in the Spring of 2026.
01/12/2026
Family Governance is aimed at business families and family groups with significant assets, as well as founders, successors, and family offices seeking to establish clear rules for decision-making and legacy protection.
01/12/2026
HSBC Unveils New Asset Management Venture in UAE to Capture Wealth Growth HSBC's Strategic Move in the UAE
01/12/2026
UBS described the hire as a strategic move to support the growth of its Australia International team, launched in Singapore last year to serve global Australian clients.
01/12/2026
UBS has published its response to the consultation on the amendment to the Banking Act and the Capital Adequacy Ordinance.
01/12/2026
Mark Hempstead, head of alternative investments for EMEA at JP Morgan Private Bank, says large liquidity buffers in evergreen funds defeat the point of investing in private markets.
01/12/2026
This planned partnership reflects our commitment to providing thoughtful, comprehensive, and tailored wealth management solutions, supported by a culture of care, discretion, and continuity across generations.
01/12/2026
Expansion continues two years after hiring an Evelyn Partners team to get started in Manchester, with Adam parker also joining former colleagues.
01/12/2026
The platform is designed to assist investors with wealth management through data analysis and tailored portfolio strategies.
01/09/2026
WealthTech company Kidbrooke recently explored the lessons learned from 2025 and what to expect in wealth management in 2026.
01/09/2026
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
Lombard Odier stands out by virtue of its unique governance model.
01/09/2026
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
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.