Wealth and Asset Management Archives - Page 102 of 1494

OCBC rolls out generative AI training for wealth advisors

April 15, 2026

Singapore’s OCBC Bank has launched a generative artificial intelligence (GenAI) training programme for its 900 wealth advisors in Singapore, in a bid to improve sales performance and client engagements. The six-month training programme, which OCBC touted as a first of its kind for a bank in Singapore, uses large language models to simulate realistic […]

Wealth and Asset Management

Hawksmoor reaches settlement with breakaway Oberon four

April 15, 2026

The breakaway investment managers that left Hawksmoor to join rival Oberon have reached a settlement with their old employer, Citywire has learned. Last October, Oberon announced it had poached a team of four wealth managers from Hawksmoor’s Exeter office and would now be opening its own branch in the Devon city. They included Andrew […]

Wealth and Asset Management

Nine UBS Financial Advisors in Southern California, Hawaii Named to Forbes Top Women Wealth Advisors Best-In-State

April 14, 2026

UBS Wealth Management US has announced that nine financial advisors based in the Southern California and Hawaii areas of the firm’s Pacific Desert Market have been named to the Forbes 2026 Top Women Wealth Advisors Best-In-State list. One of the advisors, Courtney Liddy, has also been recognized by Forbes for the eighth year in […]

Wealth and Asset Management

Berne Financial Services Agreement: what the UK-Swiss deal means in practice

April 14, 2026

The Berne Financial Services Agreement, which came into effect on 1 January 2026, is a significant development that may have far-reaching consequences for the way internationally mobile wealth is managed. Essentially, the agreement establishes a framework for the mutual recognition of financial regulations in the UK and Switzerland, meaning an entity regulated in the […]

Wealth and Asset Management

Scotland-based financial planning company acquired by acquisitive wealth management firm

April 14, 2026

A UK consulting and financial planning company has been acquired by a newly-established wealth management firm in a deal supported by accountancy and advisory firm MHA. Wealth Professional was established in 2011 and has grown to serve clients across the UK. The company is headquartered in West Lothian with operations across Scotland, the South […]

Wealth and Asset Management

Investec Bank (Channel Islands) Recognised as Best ‘Overall Private Bank’

April 14, 2026

Investec Bank (Channel Islands) has been named winner of the Overall Private Bank category at the WealthBriefing Channel Islands Awards 2025.The WealthBriefing awards celebrate organisations that demonstrate strong performance, innovation and leadership. Judges highlighted the bank’s commitment to clients, colleagues and community, as well as its focus on thoughtful leadership, people development and proposition […]

Wealth and Asset Management

Head of Private Clients at Investec Bank Recognised at Citywealth IFC Awards

April 14, 2026

Emily Dawson from Investec Bank (Channel Islands) has been named winner of the Private Banker of the Year – Channel Islands & Isle of Man category at the Citywealth International Financial Centres Awards 2026. The Citywealth International Financial Centres (IFC) Awards celebrate excellence across private banking, wealth management and fiduciary services in leading international […]

Wealth and Asset Management

Cayman Islands reserved powers trusts: A sophisticated approach to integrating wealth preservation and strategic influence

April 14, 2026

The Cayman Islands has long set the benchmark for sophisticated private wealth structuring and solutions. For globally mobile, entrepreneurial individuals and families, flexibility is essential. Among Cayman’s suite of powerful planning solutions, the reserved powers trust is a structure designed to reconcile two competing priorities: effective succession and wealth planning; and the desire to […]

Wealth and Asset Management

Noah Holdings and ARK Wealth Management Win Top Honors from Asian Private Banker and Euromoney, Highlighting Expertise in Connecting Chinese Wealth to Global Markets

April 14, 2026

Noah Holdings Limited and its global wealth management platform, ARK Wealth Management have been honored with multiple top industry awards from Asian Private Banker and Euromoney. These accolades reinforce the Company's strategic position as the premier platform where global Chinese wealth connects. Asian Private Banker Names Noah as Best Wealth Manager for Both Domestic […]

Wealth and Asset Management

GBST deploys agentic AI to automate complex wealth administration processes

April 14, 2026

GBST has built and deployed agentic artificial intelligence into its Composer Software as a Service (SaaS) platform to automate complex, high-volume wealth administration processes in line with regulatory requirements while removing manual intervention. Traditional AI, like ChatGPT, is typically used to analyse data, make predictions, or support individual decisions within a process. In contrast, […]

Wealth and Asset Management

Saudi Awwal Bank Reinforces Private Banking Leadership with Two Global Awards

April 14, 2026

Saudi Awwal Bank, one of the leading banks in the Kingdom of Saudi Arabia, has received two prestigious international awards in private banking “Best Private Banking in Saudi Arabia” by Euromoney for the fourth consecutive year, and “Best Private Banking” by Global Finance. This achievement reflects SAB’s continued leadership in private banking and its […]

Wealth and Asset Management

GAM: Minority Shareholders Warn Against Concentration of Power

April 14, 2026

The Zurich-based asset manager is proposing a comprehensive overhaul of the board of directors to the annual general meeting. A group of minority shareholders is calling for stronger independent oversight and has put forward its own candidate. On Monday, GAM Holding announced the planned composition of its board of directors for the annual general […]

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