04/10/2026
Nour Private Wealth (NPW) Explores Why Wealthy Families Are Shifting Away From Public Markets
Inside the shift toward private equity, private credit, and real assets shaping the future of long-term wealth.
Wealth and Asset Management
04/10/2026
34 Wealth Enhancement Advisors Recognized on the 2026 Forbes Best-In-State Wealth Advisors Ranking
Wealth Enhancement is honored to have 34 advisors named to the list this year.
04/10/2026
Annual General Meeting of Julius Baer Group Ltd.
The members of the Board of Directors and of the Executive Board were discharged for the 2025 financial year.
04/10/2026
The data problem holding back wealth management
Private banks, wealth managers and family offices are. pushing ahead with AI, but many underestimate the structural weakness limiting its value: fragmented, inconsistently defined data
04/10/2026
Brookfield Wealth Solutions Reports $20 Billion of Capital Backing Insurance Companies
Strong financial position supports ‘A’ ratings across life and annuity companies and underpins continued global expansion
04/10/2026
York City FC and Titan Wealth extend multi-year partnership, with expanded support across the club
The renewed agreement will see Titan Wealth continue as front-of-shirt sponsor for the men’s first team, alongside significant branding and activation across the club.
04/09/2026
Söderberg-backed Vintage completes £400m advice firm deal
The deal brings together two independently focused advice firms with a shared emphasis on personalised, whole-of-market financial planning.
04/09/2026
Deutsche Bank’s 2026 AGM to be held in person again for the first time since 2019; dividend again increased for shareholders
The Supervisory Board and Management Board are very much looking forward to a direct and open exchange with our shareholders.
04/09/2026
The signal in the sell-off: Wealth management’s value in the AI era
The market reaction was immediate and telling.
04/09/2026
Reading investment signals and controlling emotions
The deeply unfashionable topic of portfolio diversification must be updated to reflect a noise-intensive environment where key indicators are often misread
04/09/2026
A Turning Point for Women in Wealth Management
Women advisors are gaining ground not just in numbers, but in influence.
04/09/2026
RBC Wealth Management: Setting Up Advisors for Success in Serving the Ultra Wealthy
RBC Wealth Management has been strategically building teams of skilled professionals across the United States who can service the myriad needs of the ultra-high-net-worth segment.
04/09/2026
Stonehage Fleming emphasises time, patience and discipline for successful investing
The family office believes sustainable wealth creation depends less on bold, high‑risk decisions and more on consistent, careful choices.
04/09/2026
Temenos announces completion of its second 2025 share buyback program
The shares were repurchased for general business purposes, including employee equity incentive plans and/or the financing of potential acquisitions.
04/09/2026
GBST listed in Global WealthTech 100 for seventh consecutive year
We see clear value in AI’s ability to improve efficiency and automate manual tasks within wealth management.
04/09/2026
Marsh strengthens Mercer’s investments leadership to drive client impact
In this pivotal role, he will lead Mercer’s global Alternatives platform, comprising the global and regional investment teams focused on private-market asset classes, including private credit, private equity, real assets and hedge funds.
04/08/2026
Wealth by generation: Which age group is the most financially successful?
On paper, baby boomers are the wealthiest generation.
04/08/2026
$2.4B UBS breakaways launches Evertern Wealth to target UHNW families with family office model
Naples-based firm backed by Goldman custody, Dynasty platform after $2.4B team exit.
04/08/2026
Two Sydney-based wealth managers merge
The wealth management business of Edney Ryan Group has split off and merged with Minchin Moore Private Wealth as the former turns its focus on other professional services.
04/08/2026
CaixaBank named Best Bank in Western Europe and Spain by Global Finance
The bank has also been named Best Bank in Spain for the twelfth consecutive year