05/18/2026
Isio looks to add private assets to MPS
Head of distribution cites ‘growing’ demand among advisers
Wealth and Asset Management
05/18/2026
Rockefeller expands to Naples with Coplin Wealth team
Coplin Wealth Partners works with ultra-high-net-worth individuals and families on financial issues.
05/18/2026
Sygnum Completes First Live AI-Agent Driven Digital Asset Transactions by a Regulated Swiss Bank
This is the latest initiative from AI@Sygnum which leads the development, integration and governance of agent-driven workflows across the group globally.
05/18/2026
OTP Bank Albania inaugurates new Private Banking premises in Tirana
The inauguration ceremony brought together executives from OTP Group, representatives of OTP Bank Albania, partners, and clients of the bank.
05/18/2026
LPL Financial Draws $330M Ex-UBS FA Team
The firm provides “comprehensive” wealth planning, retirement planning, financial planning, and wealth management-related services to high-net-worth clients, including business owners, physicians, executives, and retirees.
05/18/2026
Transforming Wealth Management Using AI At Citi
Bonanno previously spent over a decade at Morgan Stanley, where he led wealth management analytics and data.
05/15/2026
Women in Financial Advice Awards 2026: All the nominations!
More than 1,150 women from 450 firms were nominated for WIFA 2026
05/15/2026
Amundi signs Credit Agricole subsidiary as client for ‘ETF-a-service’ platform - reports
Indosuez Wealth Management is lining up four active ETFs for H2
05/15/2026
Gresham Partners named winner of five awards-both firmwide and individual - at the 13th Family Wealth Report awards 2026
Gresham’s success over nearly 30 years has been built on excellence in both disciplines and the powerful effect of combining them.
05/15/2026
Brookfield Wealth Solutions Announces First Quarter Results and Corporate Simplification
The net loss was driven by unfavorable mark-to-market movements on public equity investment positions which have recovered since March 31, 2026.
05/15/2026
OCBC Expands In Hong Kong With A New Wealth Push
Singapore’s second-largest bank plans a major relationship-manager hiring round, branch upgrades, and says strong early-2026 growth keeps it on track for a top-10 lender spot by 2030.
05/15/2026
Singapore banks fight for bigger slice of wealth management pie
Local incumbents have been seizing growth opportunities across the region as well, albeit with varying degrees of aggressiveness.
05/15/2026
VP Bank’s Monstein on a mission to ‘have fun again’
The Liechtenstein private bank has pivoted to a growth focus, emerging revamped and restructured after a torrid period that included a profit warning, redundancies and consolidation.
05/15/2026
Pictet dividend payouts soar past CHF 1bn
The private banking group revealed a 28.9% jump in dividends and plans for new sustainable investment offerings in recently released reports.
05/15/2026
Vontobel overhauls bond desk as €7.7bn veteran duo steps back
Mondher Bettaieb-Loriot and Luc D’Hooge transition out of their long-standing roles, prompting a redistribution of talent across the Swiss firm's credit and emerging market debt desks.
05/15/2026
EBRD launches Enterprise Security Enhancement with PrivatBank and Raiffeisen Bank Ukraine
ESE introduces a structured mechanism that allows EBRD partner banks to grant partial debt relief to eligible sub-borrowers, if assets financed by sub loans that fall under the EBRD’s PRS facility suffer direct, verified war damage.
05/15/2026
Revolut expands into private wealth services
The new permissions will allow the company to expand into leveraged products, managed portfolio solutions, and private wealth services, strengthening its push into the high-net-worth segment.
05/15/2026
UBS Advisors in the Southeast Region Recognized Nationally by Barron’s
The firm’s Southeast Wealth Management Region is led by Regional Director Julie Fox.
05/15/2026
Guernsey Funds Forum 2026 focuses on ‘The Next Trillion’ for global private capital
The Forum brought together fund managers, legal advisers, administrators and industry specialists for a programme of keynote speeches, panel discussions and practical seminar sessions examining the future direction of the funds industry and Guernsey&r
05/15/2026
UBS’s Tom Wheeler Shortlisted in Jersey Finance Rising Star Awards
Recognised for his thoughtful approach, professionalism and strong communication skills, Tom has built lasting relationships with both private clients and corporate service providers.