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Wealth and Asset Management

05/26/2026

Singapore to shorten time for the rich to open private banking account as part of wealth push

These initiatives will see the median time needed to open a private banking account shortened to within a month, down from the current median duration of about six weeks or even longer for more complex cases

05/26/2026

What impact can political changes have on UK investment returns?

We examine whether leadership dynamics in the UK typically have a long-term impact on financial markets.

05/26/2026

Inside the ‘stealth wealth’ playbook: How Silicon Valley’s elite buy multimillion-dollar mansions without leaving a paper trail

All of that served as a way to show off and solidify their wealth.

05/26/2026

Private credit faultlines exposed by wealth channel inflows

As wealthy investors flock to semi-liquid funds, redemption and valuation questions are highlighting challenges of creating accessible products

05/26/2026

Investec applies for Ireland banking permit – report

Such approval would improve its capacity to support corporate and affluent clients.

05/26/2026

Julius Baer AUM hits SFr 528bn, signals “substantially higher” H1 profit

The bank attributed the increase to supportive market movements and SFr 3bn in net new money.

05/26/2026

Bankers should definitely avoid these mistakes when looking for a job.

At the same time, the number of job openings at major Swiss banks has almost halved within a year.

05/26/2026

Frank P Matthews wins Gold at the RHS Chelsea Flower Show – a milestone shared with sponsor Lombard Odier

The award-winning display featured more than 50 flowering Malus trees alongside specialist trained fruit forms.

05/26/2026

Why JPMorgan is looking for wealth managers with emotional intelligence

The Wall Street giant’s international private bank head Adam Tejpaul says there are ‘more than enough’ people with quantitative skills — it is getting to know clients that matters going forward

05/26/2026

Singapore regulator seeks faster private bank onboarding

The Monetary Authority of Singapore said lenders should bring account opening times down to within one month by the end of this year.

05/22/2026

Investec updates its Private Client growth strategy

The model is locally delivered with a clear segment focus, ensuring relevance and meeting its clients’ needs.

05/22/2026

AI is boosting asset managers’ investment operations, but humans still call the shots, according to a new Mercer report

A majority of firms – 55% of respondents – have integrated AI into at least one of their investment processes, while 27% report integrating AI as a pilot or proof-of-concept.

05/22/2026

Fairway Group Enhances Client Onboarding Through Vaiie Strategic Partnership

Vaiie has worked closely with Fairway to implement its purpose-built SaaS onboarding platform across the Group’s Jersey office, with a roadmap for future international rollout.

05/22/2026

7IM posts record Q1 net sales amid platform expansion

The firm’s advised net-to-gross sales ratio also doubled to 49.6%, reflecting stronger asset retention and growth across both organic and acquisition-driven channels.

05/22/2026

Julius Baer: Interim Management Statement for the first four months of 2026*

This overall strong performance was driven by record-high assets under management, exceptionally strong client activity, and sustained cost discipline.

05/22/2026

Close Brothers accelerating cost cuts as motor finance bill mounts

The group revealed in March it was cutting around 600 jobs – nearly a quarter of its 2,600-strong workforce – over the next 18 months across its teams in the UK and Ireland under the cost saving overhaul.

05/22/2026

Master Charitable Trust named ‘Best UK Donor Advised Fund 2026’

It is a pleasure to support the generosity of Master Charitable Trust donors, and a privilege to uphold the bank’s longstanding tradition of pioneering philanthropy.

05/22/2026

UBS Wealth Management EMEA Head Relocates to the Middle East

In addition, the bank is making changes to the regional structure within the division.

05/22/2026

Schroder Oriental Income Fund Limited - Half Year Results

The Trust aims to tap into the Asian income story by focusing on quality companies with attractive dividend growth prospects.

05/22/2026

Schroders seeks transfer of three China funds to Neuberger Berman

The move involves the transfer of part of the mutual fund business run by Schroders' wholly owned China unit to Neuberger Berman.

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