Managers of Wealth

Creative Planning acquires $1bn Swiss wealth manager

Baseline Wealth Management, with offices in Geneva and Zurich, is Creative Planning's second European acquisition in as many months.

Living or settling in the United Arab Emirates: investment, taxation, and wealth protection

Much of this transformation stems from the rise of private wealth and the central role played by family businesses.

CI Global Asset Management to Acquire Invesco’s Canadian Investment Fund Assets and Form Long-Term Strategic Partnership

As a result of the transaction, CI GAM’s assets under management will increase to approximately C$170 billion.

The 2026 Forbes | SHOOK Best-In-State Wealth Management Teams list

Congratulations to our five wealth management teams recognized on the 2026 Forbes | SHOOK Best-In-State Wealth Management Teams list.

Two wealth management models, one shared future: what Switzerland and Asia can learn from each other

In fact, as client needs evolve, these two models are converging, and the future will belong to institutions capable of combining the best of both worlds.

Pacific Asset Management announces partnership with specialist infrastructure boutique

The new fund will benefit from Pacific’s institutional-grade infrastructure and best-in-class technology and operational resources, providing meaningful efficiencies and pricing power.

Rethinking Family Wealth in an Age of Permanent Disruption

The report shows that the efficient frontier for conventional portfolios is drifting downward.

Granite Bay Private Wealth enters ‘rapidly evolving’ market

Granite Bay is backed by a syndicate of investors and is pursuing a national growth strategy.

William Blair Names New Partners for 2026

This achievement recognizes their exceptional dedication and contributions to the firm while upholding William Blair’s mission, vision, and values to empower colleagues, deliver client success, and engage in our communities.

St James’s Place CIO: How the UK’s largest wealth manager thinks about ETFs

The wrapper is playing a growing role in the UK's largest multi-asset fund-on-funds

Rothschild and Ruffer alumni launch investment firm

CIE Partners has been established by Katie Moran and Jenny Renton.

Liontrust may be ‘turning a corner’ despite another £1bn outflow

CEO John Ions pointed to institutional net inflows of £330m as one bright spot to end the year.

Jade Fellowes Shortlisted for Woman of the Year – Professional Services at the Citywealth Powerwomen Awards 2026

The awards ceremony will take place on 4 March 2026 in London, bringing together leaders from across the global wealth sector.

Asset diversification: the key to modern wealth management

The basic idea behind diversification is to spread your wealth across different types of investments.

Wealth Management Announces "Ten to Watch in 2026" List

Who is behind the future when it comes to the business of financial advice?

Bank of Singapore Looks Beyond 2026

For investors, the edge won’t come from chasing beta, but from building for a structurally different cycle.

Succession planning in the GCC: Experts warn families can no longer afford to delay

In the GCC, he said, this shift is already under way, as first-generation founders begin passing assets to younger family members who often have very different priorities and expectations.

Bergos Gets New Operational Management

He will support the transition of CEO responsibilities to the new management until the summer and will remain closely and amicably connected to Bergos thereafter.

LGT and LLB establish Liechtensteinisches Pfandbriefinstitut

The new institute closes a gap in the Liechtenstein capital market and strengthens the long-term stability of the financial centre.

UBS CEO succession: Who is in the lead?

The process was initiated much earlier, immediately after Ermotti's return to UBS.

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Wealth and Asset Management