03/09/2026
HSBC Hong Kong CEO sees global tensions, China tech growth drawing wealth to city
HSBC’s local unit gained nearly 2 million new customers in two years as global investors shift assets to Hong Kong
Wealth and Asset Management
03/09/2026
KBC Asset Management Honored at the 2026 Global Banking & Finance Review Awards
The award for Best Sustainable & ESG Wealth Manager Belgium 2026 reaffirms KBC Asset Management’s position at the forefront of responsible investment practices and sustainable wealth creation.
03/09/2026
TMGA Insight: The quiet power that shapes culture
When people think about integrity in a business context, they may picture dramatic moments like a whistleblower exposing serious wrongdoing or someone stepping in to prevent a major crisis.
03/09/2026
Concord Asset Management Wins Two Honours at the 2026 Global Banking & Finance Review Awards
The dual recognition highlights Concord Asset Management’s consistent commitment to excellence, innovation, and client-centric asset management solutions.
03/09/2026
Vontobel warns that Switzerland must avoid ‘over-regulation’
Co-CEO of Swiss financial group says country should preserve its competitiveness in the wake of Credit Suisse’s collapse
03/09/2026
Carson Group takes over ZeroCelsius Wealth Studio
ZeroCelsius, which manages about $134m in assets, has been led by managing partner and wealth advisor Ross Gott.
03/09/2026
BOS Revamps Front Office Compensation Framework
This is in contrast with many other industry players that will pay their relationship managers a variable bonus on a discretionary basis.
03/09/2026
UBS CEO Sergio Ermotti will not receive a salary increase.
The base salary of CHF 2.5 million was part of his fixed compensation of CHF 2.8 million.
03/09/2026
Bank of Cyprus Wins Best Private Bank Cyprus 2026 at the 2026 Global Banking & Finance Review Awards®
This recognition highlights the bank’s outstanding performance in private banking, its commitment to delivering personalised wealth management services, and its continued leadership within Cyprus’s financial services sector.
03/09/2026
UBS publishes 2025 Annual Report
The report outlines UBS’s strategy, business performance, governance and compensation, as well as its risk and capital management.
03/09/2026
Treading the boards: The market stage and the drama of diversification
Gold and ‘liquid alternatives’ typically behave differently to traditional asset types and could offer support against market volatility and geopolitical uncertainties.
03/09/2026
Broadridge’s Distributed Ledger Repo Platform Achieves 457% Year Over Year Growth in February
February 2026 ADV of $362 billion, highlighting sustained institutional scale following breakout year
03/09/2026
Bordier & Cie Singapore: A Capital-Strong Custodian for Independent Asset Managers
It reduces cross-business conflicts and reinforces the stability of the platform supporting their end-clients’ assets.
03/06/2026
Barclays and NatWest highlighted in a deep dive into European lenders
NatWest Group also holds a 'buy' rating with a target price of 780p, while Lloyds Banking Group is rated 'neutral' with a target of 108p and HSBC is rated neutral with a target of 1,404p.
03/06/2026
UBS Private Wealth Team With $1.7 Billion Jumps to Wells FiNet in Minnesota
The group includes advisors Derek J. Cherne, Dean Breitbach, Keith Burke, Daniel Miller, Clayton Knutsen, Andrew Knutson and his brother Peter Knutson along with five support staff.
03/06/2026
Söderberg & Partners invests in three UK advice firms
MoneyWeb Financial Advisers manages around £300m in assets for more than 600 private clients and 50 corporate clients.
03/06/2026
UBS OneASEAN Summit 2026: Connecting global investors with on-the-ground perspectives in Southeast Asia
Southeast Asia continues to be a strategic alternative for investors.
03/06/2026
Avanza Private Banking Clients to Gain Access to Kepler Analyses, Reports Finwire
Clients' stock portfolios will be automatically rebalanced and adjusted according to a strategy designed for long-term growth.
03/06/2026
Information on Leonteq's shareholder base
The transaction is subject to customary approvals by the relevant supervisory authorities and is expected to complete in the third quarter of 2026 at the latest.
03/06/2026
Praxis Solutions Launches WealthHawk to Help Advisors Drive Organic Growth
Each signal is paired with context surrounding the life event and enriched through multiple data sources, giving advisors the insight, they need to engage personally rather than prospect blindly.