Wealth Management for HNWI• September 30, 2026 • Sagoh Waverly Advisors Accelerates National Expansion with Acquisition of $1.7bn Heartwood Wealth Advisors In a move that underscores the ongoing consolidation trend within the independent wealth management sector, Alabama-based Waverly Advisors…
Wealth Management for HNWI• September 30, 2026 • Ali Ikhwan Bridging the Private Markets Divide: DTCC and iCapital Forge Strategic Alliance to Modernize Alternative Investment Infrastructure In a move set to reshape the architecture of the private investment landscape, the Depository Trust & Clearing…
Wealth Management for HNWI• September 30, 2026 • Lina Hope Goldman Sachs Streamlines Shareholder Engagement with New Automated Voting Initiative In a strategic move to modernize retail shareholder participation, Goldman Sachs has officially unveiled a new voting instruction…
Wealth Management for HNWI• September 29, 2026 • Basiran The Rise of the Machine Manager: Citadel’s Aggressive Push into AI-Driven Quantitative Trading In the high-stakes theater of global finance, a new arms race is underway. Citadel, the multi-strategy hedge fund…
Wealth Management for HNWI• September 29, 2026 • Reynand Wu The AI Deception: How Sophisticated Fraud Targeted Fideuram’s Executive Suite In a chilling demonstration of the vulnerabilities facing the modern financial sector, Fideuram, the private banking arm of…
Wealth Management for HNWI• September 28, 2026 • Nana Wu Speculation Mounts Over UBS Future Amidst Stricter Swiss Capital Mandates The global banking landscape is currently abuzz with intense speculation regarding the future of Swiss financial giant UBS.…
Wealth Management for HNWI• September 28, 2026 • Ammar Sabilarrohman Barclays Bolsters Asian Ambitions: Wee Yee-Yeong Tapped to Lead Private Banking Expansion In a move that signals a renewed and aggressive focus on the Asia-Pacific wealth management landscape, British banking…
Wealth Management for HNWI• September 28, 2026 • Nana Private Equity Titans CD&R and Warburg Pincus Eye £1bn Acquisition of Canaccord Wealth In a move that underscores the intensifying consolidation of the United Kingdom’s wealth management sector, private equity giants…
Wealth Management for HNWI• September 27, 2026 • Nana The $33 Billion Burden: Swiss Parliament Tightens Capital Screws on UBS In a pivotal legislative move that signals a permanent shift in the Swiss banking landscape, the upper house…
Wealth Management for HNWI• September 27, 2026 • Rifan Muazin Corient Expands Global Footprint with Strategic Acquisition of FortCay Family Advisory In a move that underscores the ongoing consolidation within the global wealth management sector, Corient, a powerhouse in…