12/12/2025
Most advisers unprepared for the ‘Great Wealth Transfer’, says Unbiased Pro
Advisers ranked client acquisition as their top business focus for the next year at 34%, with client retention at 23%.
Wealth and Asset Management
12/12/2025
Hyper-automation is reshaping wealth management
Beneath the polished interfaces, many firms rely on fragmented systems that slow advisors, overwhelm operations teams, and leave compliance teams wading through manual evidence checks.
12/12/2025
Julius Baer's chief strategist expects calmer waters in 2026.
Christian Gattiker, Chief Strategist and Head of Research at Julius Baer, is cautiously optimistic for the coming year. After the turbulent year of 2025, somewhat calmer waters are expected.
12/11/2025
TIAA Wealth Management Unveils Rebrand Expanding Access to Financial Advice
New brand positioning combined with investment in technology, new products, and new advice channels, positions the business for next chapter of growth
12/11/2025
Barclays Joins Major Finance Firms to Launch UK Retail Investment Campaign
With retail investment in the UK the lowest in the G7, it is vital to help build a culture of saving and investing - supporting people to make informed choices about how to put their money to work.
12/11/2025
Mercer Advisors Expands Pacific Northwest Footprint with Acquisition of Thompson Advisory Services
Partnership adds Portland-based RIA known for holistic, planning-first client service
12/11/2025
Truist Wealth elevates the digital experience with a new modern, mobile forward investment account and portfolio platform
Updated wealth platform focused on seamless client experience
12/11/2025
Titan Wealth acknowledged at annual awards
The latter award recognised the company’s efforts in “delivering high-quality insights across multiple channels and formats.”
12/11/2025
UBS Global Wealth Management wins innovation award at WealthBriefing Channel Islands Awards 2025
All applicants are subject to a rigorous process before the winner for each category is selected.
12/11/2025
Sygnum Study: Asia’s Wealth Turns Decisively Toward Crypto
The survey of more than 270 HNWIs and professional investors across 10 markets reveals that digital assets are no longer viewed as speculative vehicles; 90 percent consider them important for long-term wealth preservation and legacy planning.
12/11/2025
How the former Commerzbank CIO selects ETFs at Capitell
The independent wealth manager currently allocates around €500m in ETFs
12/11/2025
Half Of Asia Pacific’s High Net Worth Individuals Now Allocate Over 10% To Crypto
90% of Asia’s wealthy now view crypto as a long-term wealth and legacy tool, with most citing diversification as the key reason for investing.
12/11/2025
Beyond private banking: how entrepreneurs can benefit from true wealth management
The Wealth of Entrepreneurs: Complex Needs Require Complete Solutions An entrepreneur’s financial journey goes far beyond opening current accounts or making standard investments.
12/10/2025
Wealth Enhancement Announces Acquisition of L.M. Kohn & Company, a Hybrid RIA with Over $2.2 Billion in Client Assets
This partnership brings the firm's total client assets to more than $131 billion.
12/10/2025
Wealth managers expand lifestyle offerings to capture UHNWs
UHNW-focused practices are more likely to offer concierge and lifestyle services.
12/10/2025
EFG – Why 2026 Could Reshape Global Investment Priorities
The report issued on Tuesday states that the US is positioned to be the fastest-growing advanced economy in 2026, powered by innovation, fiscal stimulus, and policy support.
12/10/2025
Brookfield and Qai Form $20 Billion Strategic Investment Partnership for AI Infrastructure
The partnership will benefit from strategic support from the Government of Qatar to invest in the skills and supply chain needed to support the backbone of AI infrastructure and the adoption of AI throughout Qatar.
12/10/2025
Share Buybacks
The share buyback is supported by Temenos’ strong free cash flow generation.
12/10/2025
Investec Bank (Channel Islands) recognised as best ‘Overall Private Bank’ at WealthBriefing Channel Islands awards
This award recognises the passion and professionalism that drive our business every day.
12/10/2025
Titan Wealth acquires £650m AUA Bath firm
The firm specialises in Financial Planning and wealth management services to private clients, trusts, and corporate entities and has office in Bath and Cheltenham.