Wealth and Asset Management

Wealth and Asset Management

BEA International Bank Goes Live with Temenos SaaS to Support European Expansion

March 5, 2026

The French subsidiary of Banque Extérieure d’Algérie has adopted Temenos Core and FCM as SaaS to rapidly launch and scale banking services in France.

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Wealth and Asset Management

The 28-year-old Coutts adviser that joined SJP to set up own firm

March 5, 2026

Backed by St James’s Place, Celeste Leverton is targeting emerging entrepreneurs as clients for her new firm, arguing this segment often gets overlooked by the wider market.

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Wealth and Asset Management

From inheritance to stewardship: how the next generation is redefining wealth management

March 5, 2026

Globally, estimates are even higher, with tens of trillions of dollars set to change hands in the next two decades.

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Wealth and Asset Management

TISE’s Head of Jersey Office Wins Gold Award At Citywealth Powerwomen Awards Int

March 5, 2026

The prestigious Citywealth Powerwomen Awards spotlights individuals and companies that support female leadership and celebrate diversity, champion women in the financial services industry and highlight the female leaders of today and tomorrow.

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Wealth and Asset Management

UK wealth business' Henley office up for £600k sale after profits nosedive

March 4, 2026

The property is vacant with a business rates value of £22,500.

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Wealth and Asset Management

Fidelity Expands Alternative Investment Resources for Wealth Management Firms With New Model Portfolios and Education Program

March 4, 2026

The new turnkey model suites follow the June 2025 launch of Fidelity’s custom model portfolios with alternatives.

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Wealth and Asset Management

Quilter plc preliminary results for the year ended 31 December 2025

March 4, 2026

2025 was a year of strong business momentum, record net inflows and good market performance.

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Wealth and Asset Management

From Julius Baer CEO to Blockchain Investor: Philipp Rickenbacher’s New Focus

March 4, 2026

He does not consider the move a major adjustment or even a culture shock.

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Wealth and Asset Management

What's next for commodities?

March 4, 2026

The joint US-Israel strikes on Iran will add to both upside pressure and volatility on commodities, most notably oil and then gold.

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Wealth and Asset Management

OCBC’s Insurance Unit Launches HNW Proposition

March 4, 2026

The offering will combine tailored HNW insurance solutions with a curated panel of expertise and services across seven domains.

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Wealth and Asset Management

Aspen Standard Wealth adds $1bn in assets with BlueSky purchase

March 4, 2026

BlueSky, established in 1999, specialises in investment management and financial planning.

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Wealth and Asset Management

Three secrets of success in politics and wealth management

March 4, 2026

Defining strategy, culture and communications is paramount when making decisions in both the political and investment worlds

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