07/02/2026
The two financial institutions signed a memorandum of understanding to form a partnership in wealth management, allowing their clients to diversify across markets, DBS said Thursday.
07/02/2026
The rankings are finalized based on data provided by thousands of the nation’s most accomplished advisors.
07/02/2026
The new model portfolios aim to address a gap in the market for expats, who face tax rules from both the UK and US
07/02/2026
Among the first global private banks to introduce bespoke leadership development programme for its leaders
07/01/2026
The acquisition also supports Barclays’ ongoing investment in its workplace, enabling the creation of high-quality, flexible space for colleagues as working patterns and business needs continue to evolve.
07/01/2026
This could mark a shift in South Korea's wealth story, with rank-and-file semiconductor workers gaining from the AI cycle rather than only business families or wealthy heirs.
07/01/2026
Investing to support healthier societies is therefore not only important from a human perspective; it is closely linked to economic stability and, in turn, financial returns.
07/01/2026
UK asset manager aims to dispose of Benchmark Capital to Söderberg & Partners
07/01/2026
The Transaction creates the UK's leading Private Banking and Wealth Management (“PBWM”) business.
07/01/2026
The launch follows the success of Pictet - Quest AI-Driven Global Equities, a Luxembourg-domiciled UCITS fund introduced in March 2024.
07/01/2026
Objectway welcomes a team of over 160 professionals, bringing their expertise and professionalism honed in developing innovative, award-winning solutions for over 40 private banks
07/01/2026
The report, Built to Scale, is based on a survey of 300 senior professionals across banks, wealth and asset managers in the UK, continental Europe and Canada.
06/30/2026
The finalists for the 2026 Australian Wealth Management Awards have been revealed, recognising the outstanding professionals, businesses and innovators driving excellence throughout Australia's wealth management industry.
06/30/2026
As the MiCAR transition period ends, Sygnum Europe smoothly shifts into operating-mode under the new regime with its licence in Liechtenstein.
06/30/2026
Lombard Odier’s “total wealth approach” also includes private market exposure, the firm’s head of discretionary portfolio management, Asia, Jack Siu, tells FSA.
06/30/2026
Leading French multi-family office with approximately US$5 billion in assets is Corient’s fourth European acquisition, growing firm’s global assets to approximately US$523 billion
06/30/2026
The company also has a branch in Zurich and aims to offer institutional clients a flexible and operationally independent platform.
06/30/2026
The partnership will see the Prix Pictet presented at Paris Photo for the first time.
06/30/2026
The latest edition of the UBS Global Wealth Report shows a broad-based increase in personal wealth, driven by strong financial markets and rising non‑financial assets, with average wealth growing faster than global economic output.
06/30/2026
The Labour government has tabled proposals to revive the scheme that was scrapped four years ago