04/15/2026
Brooks Macdonald Group Third Quarter FUMA Update
All statements in this release relate to the period from 1 January 2026 to 31 March 2026 (“quarter” or “Q3”) unless otherwise stated.
Wealth and Asset Management
04/15/2026
CaixaBank launches two calls for submissions to honour the best female entrepreneurs and self-employed women in Spain
These awards are a further show of the bank’s commitment to fostering female talent, celebrating careers marked by innovation, leadership, and significant contributions to economic and social progress.
04/15/2026
Vontobel Annual General Meeting 2026
The shareholders also elected the proposed independent proxy and KPMG as the new external auditor.
04/15/2026
Bellevue Asset Management strengthens its sales structure
At the same time, Bellevue Asset Management is consistently expanding its sales organization and plans to further strengthen the team in July 2026.
04/15/2026
OCBC rolls out generative AI training for wealth advisors
First programme of its kind allows wealth advisors to hone their pitches through realistic AI role play, resulting in double the client appointments and a 50% growth in revenue in three months
04/15/2026
Hawksmoor reaches settlement with breakaway Oberon four
Citywire understands wealth manager has agreed an out of court deal with Exeter-based team who left for rival last year.
04/14/2026
Nine UBS Financial Advisors in Southern California, Hawaii Named to Forbes Top Women Wealth Advisors Best-In-State
UBS’s Courtney Liddy in San Diego also recognized on Forbes America’s Top 100 Women Wealth Advisors nationwide
04/14/2026
Berne Financial Services Agreement: what the UK-Swiss deal means in practice
The Berne Financial Services Agreement breaks new ground in cross-border regulation
04/14/2026
Scotland-based financial planning company acquired by acquisitive wealth management firm
It has four advisers, approximately £340 million in assets under management and has also developed an Adviser Academy focused on developing the next generation of financial advisers.
04/14/2026
Investec Bank (Channel Islands) Recognised as Best ‘Overall Private Bank’
Judges highlighted the bank’s commitment to clients, colleagues and community, as well as its focus on thoughtful leadership, people development and proposition enhancements.
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.
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.