How Black entrepreneurship is reshaping wealth advice
Bernstein Private Wealth Management's James Thompson says first-generation wealth creators are pushing advisors to move beyond investment performances.
Wealth and Asset Management
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Wealth management brand value surges 45% as banking brands reach $1.8 trillion globally
But which Canadian banking brand leads in the new rankings?
BEA International Bank Goes Live with Temenos SaaS to Support European Expansion
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.
The 28-year-old Coutts adviser that joined SJP to set up own firm
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.
From inheritance to stewardship: how the next generation is redefining wealth management
Globally, estimates are even higher, with tens of trillions of dollars set to change hands in the next two decades.
TISE’s Head of Jersey Office Wins Gold Award At Citywealth Powerwomen Awards Int
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.
UK wealth business' Henley office up for £600k sale after profits nosedive
The property is vacant with a business rates value of £22,500.
Fidelity Expands Alternative Investment Resources for Wealth Management Firms With New Model Portfolios and Education Program
The new turnkey model suites follow the June 2025 launch of Fidelity’s custom model portfolios with alternatives.
Quilter plc preliminary results for the year ended 31 December 2025
2025 was a year of strong business momentum, record net inflows and good market performance.
From Julius Baer CEO to Blockchain Investor: Philipp Rickenbacher’s New Focus
He does not consider the move a major adjustment or even a culture shock.
What's next for commodities?
The joint US-Israel strikes on Iran will add to both upside pressure and volatility on commodities, most notably oil and then gold.
OCBC’s Insurance Unit Launches HNW Proposition
The offering will combine tailored HNW insurance solutions with a curated panel of expertise and services across seven domains.