06/11/2026
Why Wealth and Asset Managers must innovate
Neil Connor discusses why innovation is necessary not optional for the sector
06/11/2026
Neil Connor discusses why innovation is necessary not optional for the sector
06/11/2026
Policies designed to target ultra-high-net-worth individuals risk falling on the middle class
06/10/2026
The sub-fund will be managed by PIMCO, as well as other fund managers in time
06/10/2026
They add the Vision Court-based endeavour is supporting more than 4500 clients and managing assets worth more than £400 million.
06/10/2026
Data management should not be the preserve of specialists or a technical team
06/10/2026
Corient becomes the world’s largest non-bank wealth manager and multi-family office focused on serving ultra-high- and high-net-worth clients.
06/10/2026
The transaction was targeted at European institutional investors and the proceeds will be used for general corporate purposes.
06/10/2026
These systematic equity strategies are based on advanced mathematical models, while giving a central role to the fund managers’ judgement in defining and monitoring investment approaches.
06/10/2026
Through this partnership, CBH Bank will support the Team's international racing program and broader sporting development across key competitions throughout the season.
06/09/2026
Pictet has announced the final close of its oversubscribed Monte Rosa Co-Investments VI private equity fund.
06/09/2026
The unified brand reflects a shared commitment to delivering a more seamless, high-quality client experience.
06/09/2026
When it comes to banking and asset management in Norway, DNB is impossible to overlook.
06/08/2026
For Philippe Gay, Head of the Swiss Offering at Lombard Odier, it is precisely at times like these that discipline, a long-term vision and a holistic approach to wealth management make the difference.
06/08/2026
The acquisition of additiv further strengthens Temenos’ offering in Wealth Management with native mass-affluent capabilities and a proven AI-enabled orchestration layer.
06/08/2026
These awards reflect the dedication, collaboration and expertise of colleagues across the Private Bank and beyond.
06/08/2026
In a world where information is abundant and investment solutions are widely accessible, the true differentiator lies in structure, discipline, and the ability to connect financial decisions to human dynamics.
06/08/2026
The newly acquired unit will underpin the launch of Penning's new wealth management arm, Penning Wealth.
06/05/2026
Brooks Macdonald Strategic Partnerships launches to help independent financial advice firms scale for the future
06/05/2026
The debate is no longer centered on the validity of tokenization itself, but rather on the execution and robustness of the infrastructure needed to support its development
06/05/2026
NatWest Group will invest £50m in its UK branch network, pausing further branch closures until at least 2029, expanding face-to-face support.