Managers of Wealth

Women in Financial Advice Awards 2026: All the nominations!

More than 1,150 women from 450 firms were nominated for WIFA 2026

Amundi signs Credit Agricole subsidiary as client for ‘ETF-a-service’ platform - reports

Indosuez Wealth Management is lining up four active ETFs for H2

Gresham Partners named winner of five awards-both firmwide and individual - at the 13th Family Wealth Report awards 2026

Gresham’s success over nearly 30 years has been built on excellence in both disciplines and the powerful effect of combining them.

Brookfield Wealth Solutions Announces First Quarter Results and Corporate Simplification

The net loss was driven by unfavorable mark-to-market movements on public equity investment positions which have recovered since March 31, 2026.

OCBC Expands In Hong Kong With A New Wealth Push

Singapore’s second-largest bank plans a major relationship-manager hiring round, branch upgrades, and says strong early-2026 growth keeps it on track for a top-10 lender spot by 2030.

Singapore banks fight for bigger slice of wealth management pie

Local incumbents have been seizing growth opportunities across the region as well, albeit with varying degrees of aggressiveness.

VP Bank’s Monstein on a mission to ‘have fun again’

The Liechtenstein private bank has pivoted to a growth focus, emerging revamped and restructured after a torrid period that included a profit warning, redundancies and consolidation.

Pictet dividend payouts soar past CHF 1bn

The private banking group revealed a 28.9% jump in dividends and plans for new sustainable investment offerings in recently released reports.

Vontobel overhauls bond desk as €7.7bn veteran duo steps back

Mondher Bettaieb-Loriot and Luc D’Hooge transition out of their long-standing roles, prompting a redistribution of talent across the Swiss firm's credit and emerging market debt desks.

EBRD launches Enterprise Security Enhancement with PrivatBank and Raiffeisen Bank Ukraine

ESE introduces a structured mechanism that allows EBRD partner banks to grant partial debt relief to eligible sub-borrowers, if assets financed by sub loans that fall under the EBRD’s PRS facility suffer direct, verified war damage.

Revolut expands into private wealth services

The new permissions will allow the company to expand into leveraged products, managed portfolio solutions, and private wealth services, strengthening its push into the high-net-worth segment.

UBS Advisors in the Southeast Region Recognized Nationally by Barron’s

The firm’s Southeast Wealth Management Region is led by Regional Director Julie Fox.

Guernsey Funds Forum 2026 focuses on ‘The Next Trillion’ for global private capital

The Forum brought together fund managers, legal advisers, administrators and industry specialists for a programme of keynote speeches, panel discussions and practical seminar sessions examining the future direction of the funds industry and Guernsey&r

UBS’s Tom Wheeler Shortlisted in Jersey Finance Rising Star Awards

Recognised for his thoughtful approach, professionalism and strong communication skills, Tom has built lasting relationships with both private clients and corporate service providers.

J.P. Morgan named among Barron’s top advisors and teams for 2026

Most of the J.P. Morgan Wealth Management advisors and teams have been on the lists for at least three consecutive years, underscoring their sustained excellence year after year.

Corient Announces Acquisition of Capital Advisors, Expanding its Presence in the U.S. Southwest

Corient strengthens its private partnership model and adds nearly $8 billion in client assets

Revolut primed for wealth management push after FCA approval

Two of the permissions granted allow Revolut to manage investments and to deal as a principal.

Standard Chartered Bank expands client wealth management solutions

In addition to existing premium financing solutions, clients can now enjoy greater flexibility in optimizing their overall balance sheet.

Apex Group provides transfer agency services in support of the launch of Fidelity International’s first tokenised product

The launch reflects the continued evolution of regulated asset management as tokenisation and on‑chain workflows are incorporated into institutional fund operating models

Temenos Core Banking SaaS to Power Questrade Financial Group’s Banking Offering

Temenos’ cloud-native platform enables the firm’s delivery of banking products and services at scale as it prepares an accelerated roadmap for the Canadian market

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Wealth and Asset Management