Wealth Management news and trends

Goldman Private Credit Fund Bucks Industry Trend
Investments // April 06, 2026

Goldman Sachs’ new private credit fund is reportedly going against an industry trend. Get the Full Story Complete the form to unlock this article and enjoy unlimited free access to all PYMNTS content — no additional logins required. yesSubscribe to our daily newsletter, PYMNTS Today....

NatWest Pays $3.6 Billion for Wealth Manager Evelyn Partners
Acquisitions // February 09, 2026

U.K. banking giant NatWest is acquiring wealth manager Evelyn Partners for 2.7 billion pounds (approximately $3.6 billion). Get the Full Story Complete the form to unlock this article and enjoy unlimited free access to all PYMNTS content — no additional logins required. yesSubscribe to our daily newsletter, PYMNTS...

Longevity Rewrites the Economics of Inheritance
What's Trending // January 13, 2026

AI-driven longevity is redefining aging, with longer, healthier lives fueling more spending later in life. The result: inheritance happens later and looks very different.

HSBC Establishes Asset Management Business in UAE
Banking // January 12, 2026

HSBC has launched a United Arab Emirates (UAE) asset management business that it said will play a key role in its Middle East, North Africa and Turkey (MENAT) wealth franchise. Get the Full Story Complete the form to unlock this article and enjoy unlimited free...

Interviews & Exclusives
Longevity Rewrites the Economics of Inheritance

January 13, 2026
AI-driven longevity is redefining aging, with longer, healthier lives fueling more spending later in life. The result: inheritance happens later and looks very different.

52% of Those Earning Over $100K Manage Finances on As-Needed Basis

April 07, 2025
In recent years, the narrative of financial insecurity has predominantly centered on middle and lower-income groups. Get the Full Story Complete the form to unlock this article and enjoy unlimited...

Goldman’s GreenSky Sale Shows Building a Consumer Lending Business Is Easier Said Than Done

October 16, 2023
There’s the ambition, and then there’s the reality. Get the Full Story Complete the form to unlock this article and enjoy unlimited free access to all PYMNTS content — no...

UK Digital Banks Set Sights on Underserved Mass Affluent Segment

July 26, 2022
When we talk about the mass affluent, it goes beyond high-net-worth individuals and affluent retirees to people who have made a huge fortune from the sale of a business, a...

Quick Reads
Citi Arms Wealth Advisors With 4 AI Tools to Cut Busywork

April 13, 2026
Citi has deployed four artificial intelligence (AI) tools across its wealth division, one for clients and three for advisors, each designed to shrink the distance between raw data and advice. Get the Full Story Complete the form to unlock this article and enjoy unlimited free access to all PYMNTS content — no additional logins required. […]

Goldman Private Credit Fund Bucks Industry Trend

April 06, 2026
Goldman Sachs’ new private credit fund is reportedly going against an industry trend. Get the Full Story Complete the form to unlock this article and enjoy unlimited free access to...

NatWest Pays $3.6 Billion for Wealth Manager Evelyn Partners

February 09, 2026
U.K. banking giant NatWest is acquiring wealth manager Evelyn Partners for 2.7 billion pounds (approximately $3.6 billion). Get the Full Story Complete the form to unlock this article and enjoy unlimited free access...

HSBC Establishes Asset Management Business in UAE

January 12, 2026
HSBC has launched a United Arab Emirates (UAE) asset management business that it said will play a key role in its Middle East, North Africa and Turkey (MENAT) wealth franchise....