Wealth and Asset Management

Wealth and Asset Management

Lombard Odier recognised for best customer-facing digital capabilities at the WealthBriefing European Awards 2026

March 26, 2026

The annual WealthBriefing European Awards recognise the industry’s most innovative and outstanding firms, teams, and individuals.

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Wealth and Asset Management

Merrill and Bank of America Private Bank Launch AI-Powered Meeting Journey

March 26, 2026

AI solution modernizes the full lifecycle of client engagement

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Wealth and Asset Management

Lighthouse Canton sweeps Euromoney 2026; Named best independent wealth manager across Asia, Singapore and UAE

March 26, 2026

Recognised for independent wealth management excellence as the institution continues to scale its cross-border platform

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Wealth and Asset Management

Edinburgh wealth advisor acquired by new firm

March 26, 2026

Nine Edge has since moved quickly to secure its first acquisition of Edinburgh-based RMS Financial Ltd, a firm founded in 2013 by financial advisor Richard Murray.

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Wealth and Asset Management

ZKB places two systemically important banks positively on Credit Watch

March 26, 2026

The Zurich Cantonal Bank is reviewing the debt ratings of Raiffeisen Switzerland and UBS Group with a view to upgrading them. It has also modified its rating model for Swiss banks and is now publishing standalone ratings as well.

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Wealth and Asset Management

Composition Wealth Welcomes $900 Million Edgewater Wealth Management, Expanding Firm's Northwest Footprint

March 25, 2026

Team joins national firm for greater growth opportunities, expanded investment capabilities and client resources

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Wealth and Asset Management

L&G and Manulife Wealth & Asset Management Announce Strategic Global Partnership

March 25, 2026

This partnership underscores the joint commitment to delivering diverse investment solutions and expanding access to differentiated strategies for institutional, retirement, and retail clients globally.

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Wealth and Asset Management

LGT Wealth Management UK Partners with Addepar to Support Client Service and Data-Driven Insights

March 25, 2026

Addepar will provide LGT Wealth Management UK with a flexible, integrated data foundation that supports clear, tailored client reporting and a consistently high standard of personalised service.

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Wealth and Asset Management

Santander, World’s Best Private Bank for HNW Clients

March 25, 2026

Santander Private Banking has been awarded 15 prizes by Euromoney magazine.

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Wealth and Asset Management

Standard Chartered strengthens digital wealth offering with upgraded mobile app and AI advisory

March 25, 2026

In 2024, Standard Chartered’s Wealth and Retail Banking division took a step in digital transformation with a series of enhancements across its mobile and advisory platforms.

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Wealth and Asset Management

Geneva boutique gets its Finma licence

March 25, 2026

Spring Investments' fund has busted through the Finma threshold, prompting the firm to get a new licence.

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Wealth and Asset Management

Launch of the Piguet Active Prévoyance 60 LPP fund

March 25, 2026

The fund will implement a diversified investment strategy combining traditional asset classes — equities and bonds — with real estate and alternative investments.

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