03/05/2026
Zurich cooperative bank slows down loan growth
The series of financial statements from regional banks illustrates just how many institutions of this category still exist in Switzerland.
Wealth and Asset Management
03/05/2026
Catella and Pictet Alternative Advisors launch a joint venture to expand their development activities in Copenhagen
The partnership reflects both parties’ strong belief in the Nordic and Copenhagen residential market.
03/05/2026
David Ferguson: AI panic, or architectural reckoning?
The narrative was swift and familiar: artificial intelligence is coming for advice.
03/05/2026
How Black entrepreneurship is reshaping wealth advice
Bernstein Private Wealth Management's James Thompson says first-generation wealth creators are pushing advisors to move beyond investment performances.
03/05/2026
Wealth management brand value surges 45% as banking brands reach $1.8 trillion globally
But which Canadian banking brand leads in the new rankings?
03/05/2026
BEA International Bank Goes Live with Temenos SaaS to Support European Expansion
The French subsidiary of Banque Extérieure d’Algérie has adopted Temenos Core and FCM as SaaS to rapidly launch and scale banking services in France.
03/05/2026
The 28-year-old Coutts adviser that joined SJP to set up own firm
Backed by St James’s Place, Celeste Leverton is targeting emerging entrepreneurs as clients for her new firm, arguing this segment often gets overlooked by the wider market.
03/05/2026
From inheritance to stewardship: how the next generation is redefining wealth management
Globally, estimates are even higher, with tens of trillions of dollars set to change hands in the next two decades.
03/05/2026
TISE’s Head of Jersey Office Wins Gold Award At Citywealth Powerwomen Awards Int
The prestigious Citywealth Powerwomen Awards spotlights individuals and companies that support female leadership and celebrate diversity, champion women in the financial services industry and highlight the female leaders of today and tomorrow.
03/04/2026
UK wealth business' Henley office up for £600k sale after profits nosedive
The property is vacant with a business rates value of £22,500.
03/04/2026
Fidelity Expands Alternative Investment Resources for Wealth Management Firms With New Model Portfolios and Education Program
The new turnkey model suites follow the June 2025 launch of Fidelity’s custom model portfolios with alternatives.
03/04/2026
Quilter plc preliminary results for the year ended 31 December 2025
2025 was a year of strong business momentum, record net inflows and good market performance.
03/04/2026
From Julius Baer CEO to Blockchain Investor: Philipp Rickenbacher’s New Focus
He does not consider the move a major adjustment or even a culture shock.
03/04/2026
What's next for commodities?
The joint US-Israel strikes on Iran will add to both upside pressure and volatility on commodities, most notably oil and then gold.
03/04/2026
Three secrets of success in politics and wealth management
Defining strategy, culture and communications is paramount when making decisions in both the political and investment worlds
03/04/2026
OCBC’s Insurance Unit Launches HNW Proposition
The offering will combine tailored HNW insurance solutions with a curated panel of expertise and services across seven domains.
03/04/2026
Aspen Standard Wealth adds $1bn in assets with BlueSky purchase
BlueSky, established in 1999, specialises in investment management and financial planning.
03/04/2026
Hightower Adds First External Acquisition to Hightower Signature Wealth with $5B Journey Strategic Wealth
Journey Strategic Wealth includes a team of 24 professionals, including 16 advisors, serving nearly 1,000 clients.
03/04/2026
Objectway at Frankfurt Digital Finance 2026 – Driving the Future of European WealthTech Through Innovation, Scale, and Vision
A new strategic partnership with Cinven, a renowned global private equity firm, marks the start of an accelerated growth phase
03/04/2026
Awakening the sleeping giant
This strategic positioning reflects the very nature of the offering--sophisticated, bespoke and difficult to industrialise. Institutions therefore prioritise the most profitable segments.