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Wealth and Asset Management

05/01/2026

Barclays supports investors with launch of new wealth offering, with more personalised services for Premier customers

The service begins with a no-obligation, in-depth financial review for which customers will pay no upfront fees.

05/01/2026

Family offices must play the patience game

The concept of ‘patient capital’, encouraging long-term pursuit of both profit and innovation, is gaining increasing buy-in among family offices

05/01/2026

SEI and Carlyle Enhance Partnership to Expand Private Market Access Across Wealth and Retirement Channels

Strategic Partnership Aimed at Supporting More Efficient and Scalable Private Market Implementation

05/01/2026

Jupiter Asset Management and the “Golden Era” for Active Management

The environment of volatility enhances the added value of asset selection beyond passive investing, benefiting companies that add value to investors

05/01/2026

Wealth management firm, controlling £89m of assets, appoints administrators

The FCA continues to supervise LCM and will work closely with the joint administrator

05/01/2026

The Thirteenth Family Wealth Report Awards 2026

FAMILY OFFICE CATEGORIES

05/01/2026

Britain raises more from wealth taxes than any other rich nation

UK collects 3.5pc of GDP from inheritance, property and capital gains levies

05/01/2026

Former Julius Baer India CEO Ashish Gumashta builds new wealth firm with star fund manager Roshi Jain

She exited HDFC Mutual Fund in December 2025 after four years of superlative performance.

05/01/2026

10 UBS advisor teams in Arizona named to Forbes Best-in-State Wealth Management Teams list

The Arizona UBS Wealth Management teams are managed by UBS Executive Director Ryan Lurie.

05/01/2026

Hedge Fund Billionaire Ken Griffin Warns Wealthy Investors May Not Grasp Private Credit Risks— 'The Real Issue Here Is...'

Griffin also questioned whether wealthy investors fully grasped what they were buying into.

04/30/2026

Lombard Odier, a leading private bank for high-net-worth individuals and families

This is where a specialist private bank’s expertise in wealth management, wealth structuring, and international tax strategies can add real value.

04/30/2026

First-quarter net profit rises to SGD 2.93 billion as total income reaches a new high, led by record wealth management performance; ROE at 17.0%

These more than offset the impact of lower interest rates and a stronger Singapore dollar.

04/30/2026

Top wealth planning strategies for high-net-worth individuals in 2026

With new tax regulations such as the removal of the non-domicile tax regime and changes to IHT and CGT, minimising tax liabilities by employing the most tax-efficient and compliant solutions is essential for HNWIs.

04/30/2026

Partners Group invests in fleet expansion of portfolio company North Star, a leading offshore infrastructure services provider

The transaction closed in April 2026. Headquartered in Aberdeen, North Star provides maintenance and emergency response services to the energy industry.

04/30/2026

Utmost launches Spring 2026 Navigator

The report found advisers are moving towards integrated, portable solutions.

04/30/2026

Amundi: First quarter 2026 results

Inflows at the highest level at +€32bn and net income¹ up +15%² year-on-year

04/30/2026

CaixaBank posts a net income of €1.57 billion in the first quarter (+7% YoY), driven by business growth

The bank continues to grow in Spain, having added 372,000 net new customers over the past 12 months, while maintaining strong market shares and improving customer engagement and experience across all channels.

04/30/2026

Lazard to Acquire Campbell Lutyens, Creating the Global Leader in Private Capital Advisory

Together, Lazard and Campbell Lutyens represent leading global positions in primary fundraising and secondary advisory, supported by world-class professionals and a track record of execution.

04/30/2026

Fifth Third Bank opens private bank office in Birmingham

The launch of Private Bank services reinforces Fifth Third’s commitment to delivering comprehensive, client-focused financial strategies throughout the region.

04/30/2026

JM Finn confirms renewal of Surrey County Cricket Club partnership

Contract takes relationship to 25 years: extension includes continuation of naming rights of the JM Finn Stand at the Kia Oval.

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AMP’s Shane Oliver joins Australian Wealth Management Summit

06-24-2026

Continuity and future: Peter Schirmbeck hands over the chairmanship of the board of directors of DZ PRIVATBANK Switzerland to Arasch Charifi

06-26-2026

ZKB appoints new Head of Asset Management

06-26-2026

BNP Paribas Asset Management Alts announces the appointment of Karim Malak as CEO of The Boost Society

06-25-2026

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06-24-2026

European advisers face ‘management gap’ on clients’ digital assets – Study

06-26-2026

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06-25-2026

Citi names two to Asia-Pacific DCM business

06-25-2026

Finalists revealed for the 2026 Australian Wealth Management Awards

06-30-2026

Can technology regain its poise?

06-30-2026

Sygnum Europe Leverages Global Banking Platform and Products In Expanded EU Market Access

06-30-2026

Lombard Odier’s Jack Siu backs convertibles for protection and performance

06-30-2026

Front Office: Brent Neale

06-30-2026

On the Move: J.P. Morgan Private Bank Welcomes Rachel Landesmann as a Vice President and Banker

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06-30-2026

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