Wealth and Asset Management

Wealth and Asset Management

St. James’s Place – Simplifying our Reporting Presentation

June 19, 2026

Caroline Waddington, Chief Financial Officer:   Good morning everyone, and thank you for joining.   I’m delighted to be here today to present our new framework for reporting financial performance,which we will be implementing for half-year 2026.    Let me start with the most important point: nothing about our profitability is changing.   There is […]

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Wealth and Asset Management

Global Private Banking Innovation Awards 2026 honour leaders in private banking and wealth management

June 19, 2026

The Global Private Banking Innovation Awards 2026 brought together leading wealth management institutions from around the world to recognise excellence in advisory capabilities, innovation, and client-centric solutions.    Among the standout winners, J.P. Morgan Private Bank secured the prestigious titles of World’s Best Private Bank and World’s Most Secure Private Bank, reflecting its global scale, […]

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Wealth and Asset Management

Independent Wealth Managers: The M&A Illusion Is Over

June 19, 2026

When independent wealth managers retire, client portfolios rarely follow the wishes of the outgoing owner. Instead, they quietly move on to competitors. Why classic M&A deals fail, and how platform solutions can secure client continuity.   Switzerland's independent wealth management industry is facing a structural shift that is largely playing out away from the headlines. […]

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Wealth and Asset Management

OWIN26: Scalability, a Real Challenge for Wealth Management

June 19, 2026

Onboarding, AI, and strategic outsourcing are at the heart of the transformation: only those players that build a solid foundation can scale profitably.   Scaling innovation without increasing complexity. This is the true dividing line that emerged from OWIN26 – Innovation Built to Scale, the event organized by Objectway, which brought together wealth and asset […]

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Wealth and Asset Management

Rothschild & Co wins Best Debt Advisory Firm for Companies

June 19, 2026

Rothschild & Co has been named Best Debt Advisory Firm for Companies by GlobalCapital at its 2026 Bond Awards, our fourth consecutive win in this category.   This recognition reflects the strength of Rothschild & Co's advisory capabilities, built on a track record of advising on some of the most complex and high-profile transactions globally. […]

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Wealth and Asset Management

Schroders recognised with double win at Investment Week Fund Manager of the Year Awards

June 19, 2026

Schroders is proud to announce that two of its investment strategies have been named winners at this year’s Investment Week Fund Manager of the Year Awards, underlining the strength of its active management expertise and continued commitment to delivering the best possible outcomes for clients.   At the prestigious annual awards ceremony, Schroders was recognised […]

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Wealth and Asset Management

JTC Wins Three Awards at Inaugural Jersey Compliance Awards 2026

June 19, 2026

JTC is pleased to announce that its Jersey Risk & Compliance team has won three awards at the inaugural Jersey Compliance Awards 2026, held on 17 June 2026 at the Royal Yacht Hotel.   Having been shortlisted in three categories, JTC was recognised with the following awards: Compliance Team of the Year – Large Trust Company – JTC Jersey Risk & […]

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Wealth and Asset Management

No longer ‘one and done’ as HNWs seek broader wealth manager relationships

June 18, 2026

Wealth management incumbents are losing ground as assets flow to a number of specialist providers and exclusive relationships are no longer a given, according to Capgemini.    The firm’s annual World Wealth Report found global HNW wealth reached US$98.3 trillion while the population rose to 25.3 million individuals between 2024 and 2025.    In Australia, […]

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Wealth and Asset Management

Elon Musk’s unprecendented accumulation of wealth

June 18, 2026

Hi and welcome to TechScape. Nick Robins-Early here, US tech and power reporter at the Guardian. I’m filling in for your usual host Blake Montgomery, who is out this week on vacation.   Today, we’ll be talking about the historic SpaceX IPO and the US government’s surprise order to limit the use of Anthropic’s most […]

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Wealth and Asset Management

Wealth managers battle for the UK’s heart and soul

June 18, 2026

As the political battle for control of the UK’s former industrial northern heartlands heats up, so does the rivalry for regional mastery by private banks and wealth managers.   The latest entrant to the race to develop business among entrepreneurs in regions outside London and the south-east is an unlikely one. Pictet, a traditional Swiss […]

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Wealth and Asset Management

Charles Stanley to drop 200-year-old name in Raymond James rebrand

June 18, 2026

Charles Stanley, one of the oldest names in UK wealth management, will adopt the Raymond James brand. Raymond James revealed today (18 June) that it would unite its UK wealth management businesses under its own brand.   The rebrand was undertaken with the intention of supporting "the long-term ambition of becoming one of the top […]

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Wealth and Asset Management

Linvo Sets Sights on AI-Led Wealth Management, Opens AI Advisor Roles for 2026

June 18, 2026

Linvo AG has set out its vision for the year ahead, naming applied artificial intelligence as the centre of its strategy for 2026 and opening a new set of AI advisor roles to deliver it.   Linvo sets sights on AI-led wealth management, opens AI advisor roles for 2026   The firm sees the coming […]

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