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Wealth and Asset Management

04/29/2026

Record gold prices continue to shift demand dynamics

Physically-backed gold ETF demand remained positive in Q1: holdings increased by 62t, largely supported by continued strength across Asian-listed funds, which added 84t over the quarter.

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.

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.

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