06/22/2026
SNB makes adjustment to the interest rate on sight deposits
Sight deposits up to the limit accrue interest at the SNB policy rate; sight deposits exceeding the limit accrue interest at the SNB policy rate less a discount.
Wealth and Asset Management
06/22/2026
The new arms race in wealth management: Winning the ultra-wealthy
More wealth management firms are seeking growth by chasing the surging ranks of the ultra-wealthy and their more profitable accounts.
06/22/2026
When the biggest risk to your wealth is you
Markets often get the blame for poor returns, but the real risk to most portfolios is how investors respond to them. Ask yourself, is the biggest threat to your portfolio your own behaviour?
06/19/2026
Schroders Survey: North American Institutional Investors Turn to Active Management Amid Volatility and Concentration Risk
Geopolitical concerns in particular are already shaping investment decisions, with 71% of North American institutional investors citing conflict in the Middle East as a factor influencing their investment decision-making today.
06/19/2026
Jim Cahn Named M&A Leader of the Year Finalist by Wealth Management
The M&A Leader of the Year award recognizes an executive leader who has successfully driven their firm’s growth through inorganic strategies such as mergers, acquisitions, and joint ventures over the past year.
06/19/2026
Raymond James to unify UK wealth businesses under single brand
The combined business oversees £49.4bn of client assets and supports around 230 wealth managers across employed, independent and platform-based models.
06/19/2026
Regions Private Wealth Management Wins Two Global Private Banking Innovation Awards for Second Consecutive Year
Global Private Banker honors Regions Bank with Best Trust Services by a Private Bank and Best Wealth Planning Execution.
06/19/2026
St. James’s Place – Simplifying our Reporting Presentation
What is changing is the way we present financial performance.
06/19/2026
Global Private Banking Innovation Awards 2026 honour leaders in private banking and wealth management
This year’s awards attracted hundreds of submissions, each rigorously assessed by a distinguished panel of judges.
06/19/2026
Independent Wealth Managers: The M&A Illusion Is Over
Succession at independent Swiss wealth managers has become the defining question for the industry's future.
06/19/2026
OWIN26: Scalability, a Real Challenge for Wealth Management
Financial institutions must learn to do both at scale, ensuring that an increase in initiatives doesn't translate into increased operational complexity.
06/19/2026
Rothschild & Co wins Best Debt Advisory Firm for Companies
This recognition reflects the strength of Rothschild & Co's advisory capabilities, built on a track record of advising on some of the most complex and high-profile transactions globally.
06/19/2026
Schroders recognised with double win at Investment Week Fund Manager of the Year Awards
The Investment Week Fund Manager of the Year Awards recognise excellence within the UK investment industry
06/19/2026
JTC Wins Three Awards at Inaugural Jersey Compliance Awards 2026
This recognition reflects the strength of JTC’s compliance culture and the commitment of its people to maintaining the highest standards in support of clients, colleagues and the wider business.
06/18/2026
No longer ‘one and done’ as HNWs seek broader wealth manager relationships
Wealth management incumbents are losing ground as HNW assets flow to a number of specialist providers and exclusive relationships are no longer a given, according to Capgemini.
06/18/2026
Elon Musk’s unprecendented accumulation of wealth
IPO mints Musk as world’s first trillionaire – now SpaceX is public, it will be harder than ever not to have a stake in its future
06/18/2026
Wealth managers battle for the UK’s heart and soul
Assets generated by the UK’s regional entrepreneurs are providing a vibrant battleground in the UK, as the country enters another period of political uncertainty
06/18/2026
Charles Stanley to drop 200-year-old name in Raymond James rebrand
Follows 2022 acqusition
06/18/2026
Linvo Sets Sights on AI-Led Wealth Management, Opens AI Advisor Roles for 2026
he new AI advisor roles are intended to anchor that shift inside the firm.
06/18/2026
Wealth & Asset Management’s Defining Shift
His perspective connects technology, client relationships, and operating discipline, showing how the design of a business determines whether AI becomes a decisive, trusted, and scalable advantage.