Managers of Wealth

The Future of Wealth Management Is Personal and Built for Resilience

Geopolitical tensions, shifting interest rates, inflation concerns, and rapid technological advancements have introduced new sources of uncertainty.

Nomura International Wealth Management Launches Physical Gold Trading and Custody Service in Singapore

Clients will gain access to large gold bars and kilobars, with all trading and custody services conducted entirely within Singapore, reflecting our deep commitment to the region.

UBS Celebrates 75 Years in Canada as Wealth Management Needs Continue to Grow

Milestone reflects the firm's long-standing commitment to helping Canadian and international clients build, preserve and transfer wealth.

Alex Intriago of Bridgemont Wealth Named to Forbes' 2026 Best-in-State Wealth Advisors List

The Forbes Best-in-State Wealth Advisors rankings are based on a rigorous methodology that includes both quantitative and qualitative criteria.

Berner Kantonalbank significantly increases profit

Operating profit improved even more significantly, increasing by 12.3 percent to CHF 127.8 million.

Utmost Group plc: HY 2026 Trading Update

Strong growth momentum continues with £4.4bn of inflows (up 16% on a normalised basis) and a 6% increase in AUA to £123.4bn

F.N.B. Corporation Enhances Offering for Ultra-High-Net-Worth Clients and Business Owners with Investment in Family Wealth Advisory Services

Led by veteran wealth management professionals, F.N.B. Private Family Wealth will support those clients' long-term and multigenerational financial objectives.

BLKB achieves a solid half-year result for 2026

The result was driven, among other things, by the dynamic development in the securities and investment business as well as in the interest income business.

Hightower Announces $275M Acquisition of Valley Financial Group

Valley oversees approximately $275 million* in assets under management and provides comprehensive financial planning and investment management services to individuals, families and businesses.

Pictet’s $13bn robo fund ‘clearly exposed’ to AI capex freeze - but PMs aren’t panicked

Portfolio manager Daegal Tsang says 'totally unloved' software names help to hedge his team's Robotics strategy against a halt in AI spend.

ABN AMRO cancels shares repurchased under €250 million buyback programme

The decision by the Executive Board to cancel these ordinary shares is in line with the intention to reduce capital as stated in the announcement of the share buyback programme on 27 March 2026.

Goldman Sachs to Acquire ETF Provider Neos in $2.3B Deal

The acquisition will push Goldman’s ETF assets to about $130 billion.

Why big wealth-management tech rollouts go wrong

The money is not the problem. What keeps going wrong is who the rollout actually gets built for.

SEIA Continues to Evolve to Meet the Increasingly Complex Needs of High-Net-Worth Clients Through Expanded Tax and Family Office Capabilities

The firm launches SEIA Tax Services, expands family office capabilities and introduces a refreshed brand identity to support a more integrated, specialized planning experience.

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Wealth and Asset Management