M and A
19 March 2026

EXCLUSIVE: UK Wealth Sector Consolidation Accelerated In 2025

The numbers bear out what a slew of news stories and developments show, which is that 2025 saw an...

People Moves
19 March 2026

Finastra Creates "AI Center Of Excellence," Names Chief

As the financial sector, such as private banking and wealth management, wrestles with potential AI...

Investment Strategies
19 March 2026

HSBC Private Bank Constructive On US, Asian Equities In Q2 2026

This week, HSBC Private Bank released its outlook for the second quarter of 2026 entitled...

Investment Strategies
19 March 2026

Investors Retreat From Risk, Move Into Cash – Bank Of America Survey

Unsurprisingly, a survey of what fund managers around the world think showed that they are moving...

People Moves
19 March 2026

Who’s Moving Where In Wealth Management? – DWS, Moonfare, Others

The latest moves and appointments for wealth management roles in the UK, other parts of Europe, the...

Surveys
19 March 2026

Italian Family Business Study – Younger Gen Mostly Outside The Boardroom

While many Millennials and Gen Z adults are involved in their family business, a small share of...

Awards
18 March 2026

Nominations Open For WealthBriefing Channel Islands Awards 2026

The organisers of these awards are pleased to announce that the nomination process is open for...

Strategy
18 March 2026

UK-Headquartered Titan Wealth Leans Into Sports

The intersection of wealth management and sport continues to throw up examples of business...

M and A
18 March 2026

Deals Of The Day: The Latest In Wealth Management M&A – Suntera, BRI

The latest mergers, acquisitions and other corporate actions in the wealth management sector. ...

Technology
18 March 2026

Digital Digest: The Latest Tech News – Avaloq, Arab Bank Switzerland, BlackRock

The latest technology news in the wealth management sector from around the world. ...