05/05/2026
Can UK investors sow the seeds of economic growth?
In the latest monthly letter from our Chief Investment Officer, Fahad Kamal explores the UK's investment landscape, and highlights our latest investment views and positioning.
Wealth and Asset Management
05/05/2026
Amova Asset Management boost s in-house investment management capabilities with addition of U.S. Small Cap Value Equity team
Portfolio managers John S. Albert and Kevin A. Finn to join 1 May 2026
05/05/2026
BNP Paribas Switzerland CEO: "AXA IM is a game changer for us"
Geopolitical developments are increasing uncertainty, but we currently see no direct negative impact on our business in Switzerland.
05/05/2026
Senior executives: a practical guide to planning your retirement and optimising your assets
In an increasingly fragmented world, geopolitical tensions can have a major impact on the wealth of senior executives.
05/01/2026
Protecting your wealth from today's scammers
Watch the recording or read the insight she shared from her personal experience and her deep understanding of the evolving threat landscape.
05/01/2026
34 UBS advisor teams in Southern California and Hawaii named to Forbes Best-in-State Wealth Management Teams list
The Pacific Desert market is led by UBS Wealth Management Market Executive Justine Frame who says that it’s gratifying to see these teams recognized for their talent and commitment.
05/01/2026
CREDIT AGRICOLE SA: LCL and Crédit Agricole Assurances finalise the acquisition of Milleis Group and strengthen their wealth management strategy
LCL and Crédit Agricole Assurances finalise the acquisition of Milleis Group and strengthen their wealth management strategy
05/01/2026
Barclays supports investors with launch of new wealth offering, with more personalised services for Premier customers
The service begins with a no-obligation, in-depth financial review for which customers will pay no upfront fees.
05/01/2026
Family offices must play the patience game
The concept of ‘patient capital’, encouraging long-term pursuit of both profit and innovation, is gaining increasing buy-in among family offices
05/01/2026
SEI and Carlyle Enhance Partnership to Expand Private Market Access Across Wealth and Retirement Channels
Strategic Partnership Aimed at Supporting More Efficient and Scalable Private Market Implementation
05/01/2026
Jupiter Asset Management and the “Golden Era” for Active Management
The environment of volatility enhances the added value of asset selection beyond passive investing, benefiting companies that add value to investors
05/01/2026
Wealth management firm, controlling £89m of assets, appoints administrators
The FCA continues to supervise LCM and will work closely with the joint administrator
05/01/2026
The Thirteenth Family Wealth Report Awards 2026
FAMILY OFFICE CATEGORIES
05/01/2026
Britain raises more from wealth taxes than any other rich nation
UK collects 3.5pc of GDP from inheritance, property and capital gains levies
05/01/2026
Former Julius Baer India CEO Ashish Gumashta builds new wealth firm with star fund manager Roshi Jain
She exited HDFC Mutual Fund in December 2025 after four years of superlative performance.
05/01/2026
10 UBS advisor teams in Arizona named to Forbes Best-in-State Wealth Management Teams list
The Arizona UBS Wealth Management teams are managed by UBS Executive Director Ryan Lurie.
05/01/2026
Hedge Fund Billionaire Ken Griffin Warns Wealthy Investors May Not Grasp Private Credit Risks— 'The Real Issue Here Is...'
Griffin also questioned whether wealthy investors fully grasped what they were buying into.
04/30/2026
Lombard Odier, a leading private bank for high-net-worth individuals and families
This is where a specialist private bank’s expertise in wealth management, wealth structuring, and international tax strategies can add real value.
04/30/2026
First-quarter net profit rises to SGD 2.93 billion as total income reaches a new high, led by record wealth management performance; ROE at 17.0%
These more than offset the impact of lower interest rates and a stronger Singapore dollar.
04/30/2026
Top wealth planning strategies for high-net-worth individuals in 2026
With new tax regulations such as the removal of the non-domicile tax regime and changes to IHT and CGT, minimising tax liabilities by employing the most tax-efficient and compliant solutions is essential for HNWIs.