03/24/2026
SJP celebrates 5,000th business sale deal
Initially designed to enable Partners to sell their businesses outright, it now also supports partial sales, management buy-ins and adviser ownership.
Wealth and Asset Management
03/24/2026
Quilter Cheviot Europe appointed investment provider for the Executive Retirement Master Trust
The master trust is aimed at business owners, directors and senior executives.
03/24/2026
SIX Reports Strong Operating Results for 2025
Net operating income grew by 4.7% (5.4% at constant exchange rates) to CHF 1,496.5 million.
03/24/2026
Nour Private Wealth Expands Capabilities as the UHNW Market Evolves
Nour Private Wealth (NPW) is expanding its private wealth management company platform in direct response to that evolution
03/23/2026
What impact will the new Federal Reserve Chair have on your investments?
Kevin Warsh may need to reassert the US central bank’s independence, but his dovish stance could be positive for equities.
03/23/2026
South Korea’s best private bank 2026: Hana Bank
Digital private banking continues to scale meaningfully, with rapid growth in digitally managed clients and adoption of AI‑supported tools that enhance remote advisory.
03/23/2026
Vontobel shuns evergreens relying on ‘honeymoon’ secondaries uplifts
Thomas Bischoff says the Swiss bank avoids private markets funds that use NAV squeezing to generate short term performance spikes.
03/23/2026
Success for UBS in the USA: Green light for the US banking license
The last hurdle has also been cleared: UBS has received a national license in the USA.
03/23/2026
Quilter Academy celebrates graduation of latest cohorts after 124 new advisers qualified in 2025
Quilter chief executive Steven Levin and academy director Chris Jones addressed the group, outlining the importance of continued professional support as graduates begin their careers in advice.
03/23/2026
Results of today’s Annual General Meeting EFG International
At today’s Annual General Meeting (AGM) of EFG International, shareholders approved all the motions proposed by the Board of Directors, including the payment of a dividend of CHF 0.65 per share.
03/23/2026
Double Recognition for Hoxton Wealth at the Professional Adviser Awards 2026
Winning Best Adviser Website highlights Hoxton Wealth’s commitment to making financial planning more understandable and accessible.
03/23/2026
Jersey’s private wealth proposition recognised with fourth consecutive WealthBriefing European Award win
The Awards, now in their fourteenth year, celebrate companies, teams and individuals that have excelled across a broad range of financial services in the European private banking, wealth management and trusted adviser sectors.
03/23/2026
RBC Wealth Management recognized for high-net-worth client service and succession planning at Euromoney Private Banking Awards 2026
This year marks the fourth consecutive year RBC Wealth Management has been recognized by Euromoney for its continued excellence in the industry.
03/23/2026
BlackRock’s Larry Fink warns AI may intensify wealth inequality
CEO of world’s biggest asset manager says rich backers of artificial intelligence could reap most of the rewards
03/23/2026
BDCs and Wealth Managers Most Vulnerable to AI-Driven Credit Risk
Wealth managers are identified as highly vulnerable to business model disruption as AI-enabled model portfolios and direct indexing platforms offer low-cost alternatives to traditional advisory services.
03/23/2026
Double Recognition at WealthBriefing European Awards 2026
The Wealth Planning Team was recognised for its outstanding ability to manage complex, cross-border mandates for high-net-worth (HNW) and ultra-high-net-worth (UHNW) clients.
03/23/2026
GAM Alternatives Fund managers call on Liontrust Asset Management to commence immediate strategic review
On 23 March 2026, the portfolio managers of the GAM Global Opportunities Fund and the GAM Global Special Situations Fund published an open letter
03/20/2026
Chubb Launches Wealth Platform Targeting Hong Kong’s High-Net-Worth Segment
The launch comes amid continued expansion in Hong Kong’s private wealth sector.
03/20/2026
887 Billion Francs: Independent Asset Managers Rival UBS in Switzerland
Measured by assets under management, the more than 1,300 independent asset managers (IAMs) in Switzerland operate in a league that is often underestimated even by seasoned observers of the financial center.
03/20/2026
Marina Cristiani Wins Silver at the 2026 Citywealth Powerwomen Awards USA
The Citywealth Powerwomen Awards USA celebrate leadership, innovation and progress towards greater equality across the financial services industry.