Consolidation in Switzerland’s wealth management space as Temenos acquires Additiv
With an extensive global client base in the wealth space, Temenos will benefit from Additiv's AI-enabled orchestration layer...
Category : Wealth Management
Richest families trim portfolio exposure to dollar, finds UBS
UBS' "Global Family Office Report 2026" saw about two-thirds of family offices predicting weakening confidence in the dollar as the reserve currency...
UBS relocates senior executives to boost Middle East wealth business
UBS' leadership moves follow recent high-profile departures of senior Gulf bankers, including some hired not more than two years ago...
Poaching game: Citigroup, Wells Fargo go all guns blazing
Jonathan Alpert, previously global co-head of insurance coverage at Bank of America, has joined Citigroup as its global head of insurance...
Comparison of private credit crisis to 2008 is useful, but meltdown unlikely: Javier Corominas
The private credit market started 2026 on a bad note, as a flood of investor redemption requests first hit Blue Owl Capital, then the other industry players...
Investors remain bullish despite headwinds, says Morgan Stanley
More than half of investors point to IT as the sector with the greatest potential, said Morgan Stanley Wealth Management...
Australian wealth management company JBWere concludes leadership changes
JBWere started 2026 on a bad note, as it lost advice executive Andrew Bird after a decade, who moved to join UBS for the second time...
GenAM zeroes in on Russell Busst as its next CEO
Busst is currently CEO and chief investment officer for Conning’s European operations, which sit within Generali Investments...
AlTi Global appoints Nancy Curtin as interim CEO as Michael Tiedemann departs
Nancy Curtin previously was the Chief Investment Officer and Head of Investments at Alvarium Investments, until it merged to create AlTi...
Goldman Sachs Ayco gets new boss as it targets custodial referral market
Sara Naison-Tarajano, a 27-year veteran of the firm, most recently served as Global Head of PWM Capital Markets and Global Head of Goldman Sachs Apex, the firm’s dedicated family office business...