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Wealth and Asset Management

05/21/2026

Fideuram Direct in Belgium and Luxembourg: international growth continues

The established presence of the Intesa Sanpaolo Group in the region through Intesa Sanpaolo Wealth Management further strengthens this positioning.

05/21/2026

Partners Group Bets on Rivals and Retail in $450 Billion Growth Push

Swiss asset manager builds stakes in Brookfield, Blackstone, Ares while trimming KKR/TPG; targets $450B AUM by 2033 via new retail-focused fund structures.

05/21/2026

The 2026 Australian Wealth Management Summit returns

The highly anticipated 2026 Australian Wealth Management Summit will return on 13 August at the Shangri-La Sydney.

05/21/2026

Fintech Giant Plans Expansion Leveraging Swiss Expertise

The Swiss wealth management market remains one of the most demanding, yet also one of the most attractive, markets in Europe for international technology providers.

05/21/2026

Cazenove Capital and Blue Earth announce three‑year strategic partnership

Through its Summit, Forum and year‑round platform, it aims to connect capital with solutions that address some of the world’s most pressing social and environmental challenges.

05/21/2026

Investec eyes City hiring spree in major move into UK private banking

The expansion will boost its banking presence in London, as it seeks out wealthy clients for what will become a ‘full service primary bank”.

05/20/2026

UBS loses Middle East wealth bankers it hired two years ago

The bank had hired Al Emam to grow its business in Abu Dhabi, and Khunji to run its wealth unit in Bahrain and the Eastern Province of Saudi Arabia.

05/20/2026

4M26: Record net profit in excess of CHF 130 million; annualised NNA growth rate¹ of 6% - EFG International

Revenue margin was 93 basis points in the first four months of 2026, compared to 97 basis points for the first four months of 2025 and 93 basis points in the second half of 2025

05/20/2026

Fenchurch, Ardea score roles as private equity-backed wealth firm AFH explores sale

Bankers score mandates as £11bn business mulls its future ownership

05/20/2026

BLKB headquarters is being renovated with a focus on the future.

The BLKB headquarters on Rheinstrasse in Liestal is undergoing a comprehensive renovation after approximately 50 years and is being adapted to future requirements.

05/20/2026

The agentic AI productivity wave is heading for wealth management

Agentic AI capabilities could help firms lower cost-to-serve, enhance advice quality and delivery, improve adviser and client experience, and drive competitive differentiation

05/20/2026

Wealth management: Getquin raises €12m

The company now aims to accelerate its transition from a wealth tracking tool to a more comprehensive digital wealth management solution.

05/20/2026

Channel Islands winners revealed at Citywealth Magic Circle Awards 2026

A number of companies based in the Channel Islands were also recognised for their excellence.

05/20/2026

Gold’s slowdown doesn’t make for a meltdown

Momentum has cooled, and the metal has at times lagged what investors might have expected from a haven asset during a period of geopolitical stress.

05/20/2026

Impax Asset Management Group plc Interim results to 31 March 2026

Previous underperformance in ‘narrow’ equity markets still driving net outflows

05/20/2026

Prairie Wealth merges with ex-RBC team to form $1.2bn RIA

Tim McEwen of the Tennessee-based McEwen Group has become the president of Prairie Wealth and is in line to succeed the RIA's current chief executive, Craig Hundt.

05/20/2026

Why Financial Industry Professionals Are Moving To Wealth Management

But as industries evolve and technology reshapes the landscape, a new trend has emerged among top-tier professionals.

05/20/2026

Private banks: This is what advisors will need to offer in the future.

Twenty years ago, a private banking advisor was indispensable to the client.

05/19/2026

Australia’s 2026 budget one of the most consequential in years for wealth managers

Australia is well placed to become one of the hottest markets for new investors over the next three years, following the budget, writes Andrew Haslip

05/19/2026

DBS remains committed to investing in young Singapore talent in AI era

DBS to welcome more than 500 young local talent this year through its Management Associate, Internship and Traineeship programmes

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HSBC appoints Nick Elias to lead wealth AI push

07-07-2026

Private Banking Clients Trust AI and Protect Their Wealth Against a More Unstable World

07-02-2026

WealthArc adds crypto assets to its data platform

07-02-2026

WealthAi and Flanks team up to solve wealth management's costly data problem

07-02-2026

Ondo Finance Launches First-Ever Custodial Tokenized Securities in the U.S., Broadridge Partners to Integrate World Class Governance

07-03-2026

Standard Chartered appoints Margaret Harwood-Jones as first CEO for Europe and UK

07-03-2026

UBS gears up to pilot US banking services for wealthy clients – report

07-03-2026

Andy Burnham's Property Tax Reform: What High Net Worth Individuals Need to Know

07-03-2026

Focus Partners Australia appoints head of wealth advisory

07-09-2026

Allspring and Pictet join CityHive’s ACT list

07-09-2026

Families could face £120,000 tax bill on inherited property under mooted CGT reforms

07-09-2026

Canaccord Wealth co-CIO steps down amid chief investment office changes

07-09-2026

Sotheby’s Is Adapting to a Softer Wine Market by Selling Access and Experiences—Not Just Bottles

07-09-2026

HK’s cross-boundary wealth management sees 9pc annual growth through 2030, Hui says

07-09-2026

The future of wealth belongs to women: finding fiduciaries to meet the moment

07-09-2026

Bellevue Asset Management gains experienced sales expert

07-09-2026

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