01/26/2026
Nominate standout talent for the Wealth Professional Awards 2026
Help recognise Canada’s top advisors at Liberty Grand on 4 June 2026 – nominations close 13 February
Wealth and Asset Management
01/23/2026
Barclays and FactSet enter a multiyear strategic agreement
FactSet will provide Barclays with access to a comprehensive suite of its products, data, and enabling solutions alongside ways of working to ensure delivery of the best solutions for customers and clients.
01/23/2026
How wealth managers can adapt to global trends – and grow
Highlights from Oliver Wyman experts show how firms and advisers can prepare for fast-changing technology, client expectations and squeezed margins.
01/23/2026
Nomura: Meeting evolving client needs in wealth management
Nomura leaders on expanding wealth management opportunities in the Middle East and Asia
01/23/2026
International Equities 2026 Outlook - Fundamental strength should be rewarded in 2026
Why cyclical leadership may give way to quality, earnings resilience and cash-flow growth
01/23/2026
Wealthy investors’ policy purchases propel Hong Kong life insurance sales to another peak
The industry wrote US$34 billion worth of life policies in the first nine months of last year
01/23/2026
Banking behemoth JP Morgan Nutmegs rivals with purchase of WealthOS
JP Morgan Chase has swooped to buy pensions technology platform WealthOS for an undisclosed sum, according to an internal memo circulated by the American banking giant and seen by Sky News.
01/23/2026
UBP Annual results 2025
Union Bancaire Privée’s client assets increase by 19.5% to CHF 184.5 billion
01/23/2026
Wealth management and the tokenised future
With its latest move, the company, which launched in 2007 and now has more than 40 million registered users, will be launching US equities as ERC20 tokens on the Ethereum blockchain.
01/23/2026
Annual Financial Statement 2025 Regiobank
Regiobank looks back on a successful financial year 2025.
01/23/2026
China's bank wealth management market tops 33 trln yuan in 2025
As of the end of last year, 159 banks and 32 wealth management firms had 46,300 outstanding products, representing a 14.89 percent increase from the start of 2025.
01/23/2026
UBS Explores BTC Trading For Wealthy Clients As Wall Street Embraces Crypto
The Swiss bank, which managed $4.7 trillion in wealth assets as of September 30, is selecting partners for a cryptocurrency offering after months of discussions.
01/23/2026
Lazard Global Total Return and Income Fund Declares Monthly Distribution and Issues Estimated Sources of the Distribution Announced in December
All amounts are expressed per share of common stock and are based on accounting principles generally accepted in the US, which may differ from federal income tax regulations.
01/22/2026
Empowered Advisors: Mesirow Wealth Management Champions the Next Wave of Advisor Independence and Practice Growth
We are deeply committed to meeting clients' evolving needs and in attracting driven, client-focused advisors who share our vision for growth
01/22/2026
Partners Group formally launches a special opportunities strategy
Partners Group's special opportunities strategy will focus on three types of transactions across corporate solutions
01/22/2026
Standard Chartered HK opens One IFC Wealth Management Centre
The opening of the new centre further strengthens Standard Chartered Hong Kong’s leading position in the Affluent segment.
01/22/2026
Rothschild & Co AM delivers record net inflows
The asset management business reached €47bn of assets under management by the year's close.
01/22/2026
Crédit Agricole unifies CIB and wealth arms in 43,400 sqft hub
An internal staircase now connects the corporate and wealth management teams across two levels.
01/22/2026
Growing international wealth mobility posing new risks, warns Rathbones
Wealth is increasingly borderless, despite patchworks of compliance and reporting, says Stowell, increasing need for careful planning
01/22/2026
Broadridge Recognized as One of FORTUNE Magazine’s 2026 ‘World’s Most Admired Companies’
These honors reflect Broadridge’s continued investment in next-generation capabilities that help clients drive efficiency, resilience, and growth.