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Wealth and Asset Management

05/20/2026

Channel Islands winners revealed at Citywealth Magic Circle Awards 2026

A number of companies based in the Channel Islands were also recognised for their excellence.

05/20/2026

Gold’s slowdown doesn’t make for a meltdown

Momentum has cooled, and the metal has at times lagged what investors might have expected from a haven asset during a period of geopolitical stress.

05/20/2026

Impax Asset Management Group plc Interim results to 31 March 2026

Previous underperformance in ‘narrow’ equity markets still driving net outflows

05/20/2026

Prairie Wealth merges with ex-RBC team to form $1.2bn RIA

Tim McEwen of the Tennessee-based McEwen Group has become the president of Prairie Wealth and is in line to succeed the RIA's current chief executive, Craig Hundt.

05/20/2026

Why Financial Industry Professionals Are Moving To Wealth Management

But as industries evolve and technology reshapes the landscape, a new trend has emerged among top-tier professionals.

05/20/2026

Private banks: This is what advisors will need to offer in the future.

Twenty years ago, a private banking advisor was indispensable to the client.

05/19/2026

Australia’s 2026 budget one of the most consequential in years for wealth managers

Australia is well placed to become one of the hottest markets for new investors over the next three years, following the budget, writes Andrew Haslip

05/19/2026

DBS remains committed to investing in young Singapore talent in AI era

DBS to welcome more than 500 young local talent this year through its Management Associate, Internship and Traineeship programmes

05/19/2026

Private Wealth Management Association Announces New Executive Committee Leadership

The appointments are effective from 15 May 2026 for a term of two years.

05/19/2026

Nour Private Wealth (NPW), an Independent Wealth Management Firm, Highlights Rise of Stewardship as UHNW Families Navigate Global Uncertainty

This evolution reflects a broader shift within private wealth management

05/19/2026

J. Safra Sarasin and Golding launch Private Markets partnership for the Swiss institutional market

This collaboration enables the Bank to expand its alternative investments offering, providing its institutional clients with access to a broadly diversified portfolio

05/19/2026

Standard Chartered sets out sustainable growth plan, targeting ~18 per cent RoTE in 2030

Delivering higher quality, diversified and durable growth, with clear milestones to 2028 and beyond.

05/19/2026

ING in Italy marks 25 years of digital banking, launches Private Banking

Private Banking is the third tier of ING’s Retail offering, providing tailored wealth management, investment strategies and financial planning for high-net-worth individuals.

05/19/2026

UBS Client Account Manager shortlisted in Finance Rising Star Awards

Since joining UBS in 2024 through the firm’s Graduate Talent Program, Tom has established himself as a valued and trusted member of the team.

05/19/2026

Syz Group Adopts Bloomberg Enterprise Solutions to Deliver Institutional-Grade Portfolio Intelligence in Private Banking

Bloomberg PORT Enterprise supports scalable, multi-asset analytics and client transparency across Syz Group’s discretionary and private banking business

05/19/2026

AI Agents in Finance: How They Transform 70% of Processes

The wealth and asset management industry has entered a phase of structural transformation, marked by a multiplication of pressures.

05/18/2026

Canaccord Wealth UK Partners with Bitwise to Launch Crypto ETPs

Strategic Significance: This collaboration marks a significant advancement for Canaccord in offering structured crypto exposure, and while currently limited to eligible clients

05/18/2026

AI fuels the strongest earnings season in years

The first three months of 2026 delivered the strongest quarterly earnings expansion since 2021, supported by robust demand for AI infrastructure.

05/18/2026

Reflections on progress: Elissa Bayer on 50 years in wealth management

This was before the fragile ceasefire, so she spent some of the time sheltering from missiles.

05/18/2026

Deutsche Bank appointed primary dealer in Norwegian government bonds

The appointment reflects the Bank’s commitment to supporting liquidity and access in the Norwegian government bond market for investors in Norway and globally.

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Families could face £120,000 tax bill on inherited property under mooted CGT reforms

07-09-2026

Focus Partners Australia appoints head of wealth advisory

07-09-2026

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07-09-2026

New CEO for Anthos Fund & Asset Management

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07-10-2026

Navigating cross-border art transactions: legal and tax insights for collectors

07-10-2026

Indivisible Partners Welcomes FMB Wealth Management to Its Growing Advisor Network

07-16-2026

Leading US Regional Bank Selects Temenos SaaS to Modernize Core Banking

07-16-2026

To Retire Comfortably, Plan Participants Say They Need $1.2 Million

07-16-2026

CaixaBank releases platform capable of integrating payment services and business management

07-16-2026

Morgan Stanley Second Quarter 2026 Earnings Results

07-16-2026

Union Bancaire Privée: Business results for the first half of 2026

07-16-2026

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