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Wealth and Asset Management

01/23/2026

Lazard Global Total Return and Income Fund Declares Monthly Distribution and Issues Estimated Sources of the Distribution Announced in December

All amounts are expressed per share of common stock and are based on accounting principles generally accepted in the US, which may differ from federal income tax regulations.

01/22/2026

Empowered Advisors: Mesirow Wealth Management Champions the Next Wave of Advisor Independence and Practice Growth

We are deeply committed to meeting clients' evolving needs and in attracting driven, client-focused advisors who share our vision for growth

01/22/2026

Partners Group formally launches a special opportunities strategy

Partners Group's special opportunities strategy will focus on three types of transactions across corporate solutions

01/22/2026

Standard Chartered HK opens One IFC Wealth Management Centre

The opening of the new centre further strengthens Standard Chartered Hong Kong’s leading position in the Affluent segment.

01/22/2026

Rothschild & Co AM delivers record net inflows

The asset management business reached €47bn of assets under management by the year's close.

01/22/2026

Crédit Agricole unifies CIB and wealth arms in 43,400 sqft hub

An internal staircase now connects the corporate and wealth management teams across two levels.

01/22/2026

Growing international wealth mobility posing new risks, warns Rathbones

Wealth is increasingly borderless, despite patchworks of compliance and reporting, says Stowell, increasing need for careful planning

01/22/2026

Broadridge Recognized as One of FORTUNE Magazine’s 2026 ‘World’s Most Admired Companies’

These honors reflect Broadridge’s continued investment in next-generation capabilities that help clients drive efficiency, resilience, and growth.

01/22/2026

FNZ and Centric extend strategic partnership to modernise adviser platform in Australia

The renewed partnership includes a significant program of modernisation to position Centric as a market-leading, adviser-led platform.

01/22/2026

Hawksmoor set to see mystery two-year S166 lifted

The investment arm of Hurst Point group is set to be give a clean bill of health after the regulator issued a skilled persons review back in March 2024.

01/22/2026

Barclays to proceed with relocation of its European HQ from Dublin to Paris

This move will enhance oversight and governance by bringing decision-making closer to the majority of its Investment Banking operations in Continental Europe.

01/21/2026

WRISE Group Establishes Strategic Alliance with The Continental Group to Democratise Access to Private Banking in the UAE

Strategic alliance between two financial services leaders expands access to private banking across a broader investor base in the UAE

01/21/2026

Wealthspire Launches Season Four of Great Aspirations Podcast, Showcasing Stories of Philanthropy and Purpose

Season four features athletes, philanthropists, and community leaders whose stories highlight how generosity creates lasting impact

01/21/2026

UK wealth manager Norman K opens Luxembourg office

The Luxembourg subsidiary will be led by Nicolas L’Hermite as CEO, supported by newly-appointed sales director Nicolas Mayer.

01/21/2026

Merit Financial Advisors Acquires SSC Wealth LLC, Forms Strategic Partnership with Leading CPA Firm, SSC CPAs + Advisors

Clients benefit from direct collaboration between their financial advisor and CPA, reducing friction, improving coordination, and creating a more holistic planning experience.

01/21/2026

AI wave spurs structured products surge at private banks

Driven by AI themes and volatility strategies, private banks report surging structured product volumes as clients pivot toward yield and defensive positioning.

01/21/2026

Vontobel opens new UK headquarters in London's "Walkie-Talkie" building

With this move, Vontobel underscores its long-term commitment to the British market.

01/21/2026

The Intelligent Allocator: Geopolitical fear travels faster than capital

‘The Geographical Pivot of History’, which laid the foundations of modern geopolitics through his ‘heartland theory’.

01/21/2026

Tactical liquidity that serves your holistic wealth strategy

Incorporating liquidity into your broader portfolio could enhance both your flexibility and your scope for planning.

01/21/2026

The Housing Association Pension Fund Foundation selects Van Lanschot Kempen as fiduciary manager

SPW manages the pensions of all employees covered by the Woondiensten collective labour agreement.

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Ex-Lazard AM Swiss boss resurfaces in private markets role

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