02/03/2026
Belfast-based wealth advisory firm to open new Dublin hub to support cross-border needs of clients
Pacem Advisory now has £212m in assets under its management
Wealth and Asset Management
02/03/2026
The great wealth transfer: turning heirs into clients
Most wealth managers have built their businesses on the preferences, goals and communication styles of baby boomer clients.
02/02/2026
Asia's ultra-wealthy drive insurance revenues at private banks
Jumbo policies, multi-generational planning, and cross-border flows are fueling a surge in insurance among Asia’s wealthy, and private banks have become major beneficiaries of the trend.
02/02/2026
Standard Chartered Expands Wealth Management in China with New Shenzhen Priority Private Centre
This launch follows similar centres established in Beijing, Shanghai, and Hangzhou, designed to offer bespoke wealth management solutions for high-net-worth clients.
02/02/2026
Ritholtz Wealth Management Executes Employee-led Succession Plan to Create Industry’s Most Visible, Dominant “Forever Firm”
Industry and media titan Barry Ritholtz expands equity ownership to more firm employees
02/02/2026
Intesa Sanpaolo’s 2026–2029 Business Plan: scaling a proven model
The new Business Plan marks the natural transition at the end of the Group’s 2022–2025 plan.
02/02/2026
Quilter’s WealthSelect locks in gold profits once again prior to price falls
Investors can trade both whole and fractional shares within a Robinhood stocks & shares ISA, giving them greater flexibility in how and where they invest.
02/02/2026
Presentation of the 2025 full-year results for the Julius Baer Group
The Board of Directors will propose an unchanged ordinary dividend of CHF 2.60 per share for the financial year 2025.
02/02/2026
Zuger Kantonalbank achieves a good annual result in 2025
During the reporting year, geopolitical tensions and US tariff policy led to volatile financial markets.
02/02/2026
Raymond James recruits $1B veterans from Merrill
Group joins the firm’s employee channel, citing culture, leadership access and long-term fit.
02/02/2026
5 wealth management trends for South African HNW families in 2026
Strategic insight, experience, and emotional intelligence are qualities machines cannot imitate.
01/30/2026
Citi Enriches Private Market Offerings for Citigold Private Clients in Collaboration with Blackstone, Blue Owl and KKR
Citigold Private Clients will gain access to alternative asset classes including private equity and private infrastructure
01/30/2026
Morgan Stanley Wealth Management Pulse Survey Reveals Continued Bullishness Amid Market Volatility
Investors press pause on portfolio moves
01/30/2026
AWAG enters joint venture to develop wealth manager
The Australian Wealth Advisors Group has made a strategic investment into a chartered accountant practice, entering into a joint venture to develop wealth management services.
01/30/2026
Firenze partners with wealth management firm, Artorius
Clients of Artorius will be able to borrow against the value of their investment portfolios without selling assets – known as Lombard lending.
01/30/2026
Nominations Open for 2026 Wealth Management Industry Awards
Expanded categories spotlight innovation across partnerships, advisor intelligence, RIA leadership, recruiting, and modern storytelling
01/30/2026
Santander announces changes to its branch network as it continues to transform for the future
Santander Locals provide face-to-face support for customers in areas where a branch has been closed, and a Banking Hub is not required.
01/30/2026
Jupiter Appoints BNY to Deliver Streamlined Operating Model
Through this strategic relationship, Jupiter has consolidated back-office services for its offshore jurisdictions with BNY as well as outsourcing its middle office operations.
01/30/2026
BlackRock and Partners Group Launch First-of-Its-Kind Private Markets SMA for Wealth Platforms
BlackRock and Partners Group previously announced a strategic partnership to transform retail wealth access to private markets through the introduction of a SMA portfolio solution.
01/30/2026
Equiom Group named Trust Company of the Year – UAE at Citywealth International Awards
This recognition reflects Equiom’s depth of expertise, robust governance standards and consistently high quality of service delivered to clients in the Middle East.