Launch of the Piguet Active Prévoyance 60 LPP fund
The fund will implement a diversified investment strategy combining traditional asset classes — equities and bonds — with real estate and alternative investments.
Wealth and Asset Management
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Pictet raises over €400m for first direct private equity strategy
The Fund has a thematic focus on sub-sectors in B2B Services and Education that benefit from long-term growth tailwinds.
Affluent Market: The Greatest Potential for Digital Transformation in Wealth Management
In Latin America, the markets where they see the greatest room for growth are Mexico and Brazil, where they still see relatively low penetration despite their size
Victory Capital withdraws from bidding war for Janus Henderson
Texas-based money manager’s decision to pull its proposal clears way for rival offer
Moss Adams Wealth Advisors Goes Independent, Unveils New Brand: Threadline Wealth
The new firm, majority led by management, launches as an independent RIA, positioning itself to collaborate broadly across the accounting profession while building a regional boutique wealth management firm.
Wealth Management Has a Last Mile Problem
The last mile, the step between content existing and a client actually receiving it, has never been engineered, and it’s costing an enormous amount of value that nobody is measuring.
Sygnum Co-Founder: «The Long-Term Trajectory of Digital Assets Is Intact»
Born out of parallel ambition in Singapore and Switzerland, Sygnum was designed from the outset as a regulated digital asset bank serving as a bridge between Europe and Asia.
A $44,000 Salary Now Gets Private Banking Access in South Africa
For clients under 30, a four-year degree in science, technology, engineering or mathematics is enough to qualify, with discounted fees.
Credinvest Bank awarded for service excellence: a recognition that strengthens Ticino's role in private finance.
The Lugano-based institution wins the title of best customer service in Switzerland at the Euromoney Private Banking Awards 2026, confirming a strategy based on tailored advice and long-term relationships.
BlackRock Fink says AI boom may widen wealth gap without broader market access
"Now AI threatens to repeat that pattern at an even larger scale."
How inherited wealth could reshape corporate America’s leadership pipeline
As trillions of dollars move from older Americans to their heirs, fewer people may feel compelled to endure the long climb to senior leadership at large firms.
William Blair Private Wealth Management Recognized by Barron’s
The advisors honored represent the firm’s offices in Georgia, Illinois, and Maryland.