04/29/2026
Julius Baer is ‘Guernsey’s best large business’
These are provided by qualified teams working in Guernsey, out of offices at Admiral Park – the heart of Guernsey’s finance sector.
Wealth and Asset Management
04/29/2026
Ticino private bank increases assets under management and earns more
Client assets on a consolidated basis grew to CHF 15.9 billion, increasing by CHF 2.5 billion across all group companies.
04/29/2026
Credem accelerates innovation and advanced WM: AI and customer relationship platforms
Credem has therefore developed a customized platform that analyzes customer portfolios daily, integrating advanced metrics and operational suggestions for the banker.
04/29/2026
Innovation built to scale at Objectway’s OWIN26
The industry gathering targeted the complexities that arise with digital growth in wealth management, with an agenda featuring a number of high-profile Objectway success stories.
04/28/2026
Broadridge Transforming Financial Literacy in Ireland Through AI-Powered Communication
Helping Irish savers better understand investment products, Broadridge is developing innovative language simplification technology
04/28/2026
Bank of Singapore strengthens Family Office and Wealth Advisory senior bench to support Ultra-High-Net-Worth push
The growth trajectory is projected to accelerate.
04/28/2026
Amid rising competition, wealth management providers can score with investment insights
For starters, investors today want their financial tools and advice to be tailored to their needs.
04/28/2026
How Digital Assets Are Shaping the Future of Wealth Management
From tokenisation to real-time transparency, digital assets are expanding the toolkit of modern wealth management.
04/28/2026
Investment Management for HNW Families: How to Build a Robust Family Wealth Programme
Consequently, investment management for HNW families involves far more than traditional portfolio practices such as asset allocation and performance monitoring.
04/28/2026
Sumitomo Mitsui Trust Bank and Hunter Point Capital Form Long-Term Strategic Partnership
With HPC’s support, SMTB also intends to explore the development of a Japan-focused GP stakes strategy aimed at capturing the expanding universe of independent asset managers in Japan and meeting the region’s growing demand for private market
04/28/2026
Q1/2026: Good Start to the Year – Proven Business Model in Volatile Times, Structural Growth as Expected
As the headwind from the treasury result subsided, growth in net revenue including treasury result accelerated to 9 percent.
04/28/2026
Lombard Odier earns dual recognition at the PWM Wealth Tech Awards 2026 for its next-generation digital platforms
This recognition celebrates the collaborative effort across Lombard Odier to design and refine G2 and My LO, our flagship banking and e-banking platforms.
04/28/2026
Private banks should chase founders, not liquidity
The founders who will control the next generation of capital are, right now, invisible to the institutions that will eventually compete for them.
04/28/2026
Hana Bank Wins Euromoney Korea Best Private Bank
Euromoney honors Hana Bank at its 2026 Private Banking Awards in Singapore
04/28/2026
Deutsche Börse Group Leads Series A Funding in Wealth Management System Provider Performativ
Deutsche Börse Group’s investment amounts to US$9.2 million, representing a minority stake. Closing is expected to occur shortly, subject to standard closing conditions.
04/28/2026
Peers rival wealth managers as succession advisers to the next generation
UBS report highlights a shifting advisory landscape as inheritors seek guidance beyond traditional wealth institutions
04/28/2026
Zurich economy in focus: FIFA effect noticeably impacts Zurich's GDP
The latest edition of "Zurich Economy in Focus" from the Economic Research department of the Zurich Cantonal Bank shows that the Canton of Zurich plays a central role in the Swiss economy.
04/28/2026
Can Quilter benefit from changes in UK wealth management?
The performance comes amid a volatile macroeconomic backdrop, suggesting that demand for advised investment services remains resilient despite geopolitical uncertainty and fluctuating markets.
04/28/2026
JTC Group and JTC Law Support Landmark Fundraise for Invesco Bond Income Plus Limited (BIPS) After UK Prospectus Rule Changes
The deal not only marks a milestone for BIPS but also reinforces JTC’s leadership in navigating complex regulatory developments and further establishes Jersey’s reputation as a premier jurisdiction for listed investment funds.
04/27/2026
Citi Singapore receives dual award recognition from FinanceAsia and Forbes
The bank won multiple accolades from FinanceAsia, including 'Best International Bank' and 'Best International Investment Bank' in Singapore for the second year running.