04/09/2026
Temenos announces completion of its second 2025 share buyback program
The shares were repurchased for general business purposes, including employee equity incentive plans and/or the financing of potential acquisitions.
Wealth and Asset Management
04/09/2026
GBST listed in Global WealthTech 100 for seventh consecutive year
We see clear value in AI’s ability to improve efficiency and automate manual tasks within wealth management.
04/09/2026
Marsh strengthens Mercer’s investments leadership to drive client impact
In this pivotal role, he will lead Mercer’s global Alternatives platform, comprising the global and regional investment teams focused on private-market asset classes, including private credit, private equity, real assets and hedge funds.
04/08/2026
Wealth by generation: Which age group is the most financially successful?
On paper, baby boomers are the wealthiest generation.
04/08/2026
$2.4B UBS breakaways launches Evertern Wealth to target UHNW families with family office model
Naples-based firm backed by Goldman custody, Dynasty platform after $2.4B team exit.
04/08/2026
Two Sydney-based wealth managers merge
The wealth management business of Edney Ryan Group has split off and merged with Minchin Moore Private Wealth as the former turns its focus on other professional services.
04/08/2026
CaixaBank named Best Bank in Western Europe and Spain by Global Finance
The bank has also been named Best Bank in Spain for the twelfth consecutive year
04/08/2026
Asian families are moving faster than their wealth plans
Wealthy families should expect movement to be part of their future but too many in Asia have plans that lack flexibility
04/08/2026
Wealth management’s overlooked client base
As automation reduces operational drag, Pave Finance argues smaller accounts are shifting from burden to growth channel
04/08/2026
J.P. Morgan sets new record with 533 advisors on Forbes 2026 Best-in-State Wealth Advisors list
Nine advisors also recognized as America’s Top Wealth Advisors
04/08/2026
Quilter granted Targeted Support permissions
Quilter Invest also provides advisers with a proposition for clients who may not be ready for holistic financial advice.
04/08/2026
Clarissa Jones shortlisted for Chambers High Net Worth Awards 2026
The awards ceremony will take place at Banqueting House, Whitehall on Thursday 18 June 2026.
04/08/2026
UBS, PostFinance, Sygnum, Raiffeisen, Zürcher Kantonalbank, BCV and Swiss Stablecoin AG launch joint CHF stablecoin sandbox
Stablecoins are gaining international importance and play a significant role in transforming the financial system.
04/08/2026
Merit adds $586m in assets with Strategic Retirement Plans
The acquired business retirement income planning and financial advice for clients moving from employment into retirement.
04/08/2026
Broadridge Live with On-Chain Governance for Tokenized Equities, Extending Market Infrastructure into Digital Assets
Galaxy pioneers full ownership rights across traditional and tokenized holdings
04/07/2026
Women Already Lead the Great Wealth Transfer, and Their Influence Over Wealth Is Accelerating.
With the structure of wealth ownership rapidly transforming, the question for private banking is whether the support model is evolving at the same pace.
04/07/2026
RBC on the hunt for new alts gatekeeper
The opening comes after a flurry of exits within the firm's gatekeeper team over the last several months.
04/07/2026
UOB Asset Management Highlights Three Potential Market Paths as Geopolitical Risk Rise
UOBAM cautions that the Iran conflict is no longer a single-outcome risk and outlined three possible scenarios for the months ahead.
04/07/2026
Aventura Private Wealth Grows by Addressing the International Investor Gap
It requires a deep understanding of the regulatory and jurisdictional frameworks that define cross-border investment
04/07/2026
Citi sets aggressive targets for bankers in wealth management unit
The aggressive goals reflect the ambitions of Andy Sieg, the head of Citi’s wealth business.