04/14/2026
Head of Private Clients at Investec Bank Recognised at Citywealth IFC Awards
Winners were announced at an awards ceremony held at The Biltmore Mayfair Hotel in London.
Wealth and Asset Management
04/14/2026
Cayman Islands reserved powers trusts: A sophisticated approach to integrating wealth preservation and strategic influence
A Cayman reserved powers trust offers a calibrated, sophisticated alternative.
04/14/2026
Noah Holdings and ARK Wealth Management Win Top Honors from Asian Private Banker and Euromoney, Highlighting Expertise in Connecting Chinese Wealth to Global Markets
These recognitions place Noah alongside leading international and domestic private banks, highlighting its deep onshore market expertise and expanding global capabilities.
04/14/2026
GBST deploys agentic AI to automate complex wealth administration processes
By designing agentic AI to operate within defined limits as part of Composer, GBST’s clients can automate complex, high-volume wealth administration processes that currently require significant manual intervention.
04/14/2026
Saudi Awwal Bank Reinforces Private Banking Leadership with Two Global Awards
These recognitions further reflect SAB’s continued focus on innovation and excellence as the bank evolves its capabilities to meet clients' changing needs.
04/14/2026
GAM: Minority Shareholders Warn Against Concentration of Power
With this move, the Zurich-based asset manager aims to advance succession and continuity planning; finews reported on this.
04/14/2026
J Safra Sarasin hunts for head to build AI strategy
The private banking group is looking for an expert to build and lead an artificial intelligence team.
04/14/2026
The 2026 Asset & Wealth Management and Alternatives Outlooks
Alpha FMC Research Shows Shift in Focus from Innovation to Execution
04/14/2026
Endowus partners CIP to offer renewable energy investments
CIP helps build utility scale batteries and wind farms across the APAC region.
04/14/2026
How Rathbones is setting out its strategy for growth in the UK
And it is that eye on tomorrow’s success that is driving Carroll, who joined Rathbones in March 2022 as chief investment officer before being promoted to chief executive of Rathbones Asset Management.
04/14/2026
Saxo Bank reports record-breaking number of clients and client assets
In 2025, the J. Safra Sarasin Group signed a deal with the previous shareholders to acquire a majority stake in Saxo Bank.
04/14/2026
Charlotte Davey: Planning in the age of the ‘great wealth transfer’
Advisers who recognise this early will be better placed to support clients through change, rather than reacting to it later.
04/13/2026
What’s the best way to transfer wealth to the next generation?
Stephen Jackson, Head of Coutts Family Office Wealth Planning, writes on the importance of nurturing responsibility and the purpose shared by generations as they pass on family wealth.
04/13/2026
Techcombank Private redefines wealth management in Vietnam
With assets growing, the elite are no longer seeking short-term investment opportunities but are shifting their focus towards a comprehensive management model.
04/13/2026
QIB named Qatar’s best private bank by Euromoney
QIB Private Banking operates through a relationship-driven model, offering customers dedicated access to experienced relationship managers and specialised advisory teams.
04/13/2026
Broadridge Launches Next-Generation Digital Asset Capabilities for Canadian Wealth Management Firms
Unified platform will accelerate adoption of crypto currencies and tokenized assets in Canada
04/13/2026
Inside WTW’s ambitions for its £20bn wealth management business
This became Alliance Witan in 2024 and is now part of the FTSE 100
04/13/2026
Arax Recognizes 2026 InvestmentNews Excellence Awardees
InvestmentNews recognizes the leading professionals and firms in the wealth management industry on an annual basis.
04/13/2026
Mattioli Woods strikes multi-asset fund deal with BlackRock
Adds to partnerships with J.P. Morgan Asset Management and T. Rowe Price
04/13/2026
Swiss court drops UBS from Mozambique tuna-bond money-laundering case
The court said UBS could not be held responsible for alleged misconduct connected to events that took place long before the emergency takeover of Credit Suisse.