07/01/2026
Schroders close to selling its financial planning arm for more than £200mn
UK asset manager aims to dispose of Benchmark Capital to Söderberg & Partners
07/01/2026
UK asset manager aims to dispose of Benchmark Capital to Söderberg & Partners
07/01/2026
The Transaction creates the UK's leading Private Banking and Wealth Management (“PBWM”) business.
07/01/2026
The launch follows the success of Pictet - Quest AI-Driven Global Equities, a Luxembourg-domiciled UCITS fund introduced in March 2024.
07/01/2026
Objectway welcomes a team of over 160 professionals, bringing their expertise and professionalism honed in developing innovative, award-winning solutions for over 40 private banks
07/01/2026
The report, Built to Scale, is based on a survey of 300 senior professionals across banks, wealth and asset managers in the UK, continental Europe and Canada.
06/30/2026
The finalists for the 2026 Australian Wealth Management Awards have been revealed, recognising the outstanding professionals, businesses and innovators driving excellence throughout Australia's wealth management industry.
06/30/2026
As the MiCAR transition period ends, Sygnum Europe smoothly shifts into operating-mode under the new regime with its licence in Liechtenstein.
06/30/2026
Lombard Odier’s “total wealth approach” also includes private market exposure, the firm’s head of discretionary portfolio management, Asia, Jack Siu, tells FSA.
06/30/2026
Leading French multi-family office with approximately US$5 billion in assets is Corient’s fourth European acquisition, growing firm’s global assets to approximately US$523 billion
06/30/2026
The company also has a branch in Zurich and aims to offer institutional clients a flexible and operationally independent platform.
06/30/2026
The partnership will see the Prix Pictet presented at Paris Photo for the first time.
06/30/2026
The latest edition of the UBS Global Wealth Report shows a broad-based increase in personal wealth, driven by strong financial markets and rising non‑financial assets, with average wealth growing faster than global economic output.
06/30/2026
The Labour government has tabled proposals to revive the scheme that was scrapped four years ago
06/30/2026
Musk remains the world’s richest person, but the news highlights the potential risk for business owners who rely on their company when assessing wealth.
06/30/2026
SCB Julius Baer unveils H2 2026 global market outlook, highlighting opportunities in a fragmented world order
06/30/2026
Morrison highlights how Objectway’s ability to understand the firm’s objectives and respond to changing client expectations has made the partnership a key driver of operational agility and service excellence.
06/30/2026
The proposed transaction is valued at about $1.82bn (Rs171.38bn), the report said citing sources.
06/29/2026
Bank reaffirming its leadership in wealth management, private banking
06/29/2026
Empowering Enterprises to Go Global, Pioneering the Blue Ocean of Silver Economy
06/29/2026
Advisors must be life planners and not just portfolio managers, McKinsey’s survey found.