Managers of Wealth

RBC’s Fred Rose: Why UHNW Clients and Millennials Will Redefine Advisor Growth

Rose emphasized that leading advisors had always adopted the innovations that later became industry standards.

Wealth Management For the 2030s: AI, Alternatives and Next-Gen Clients

Among the topics discussed were the adoption of AI tools to increase productivity and enhance client communication, as well as the development of knowledge in digital assets and tokenized products

Winners of the 10th Annual Private Banking Awards Switzerland announced

Winners of the 10th Annual Private Banking Awards Switzerland announced" was originally created and published by Private Banker International, a GlobalData owned brand.

SEI Drives Sustained Momentum Across Global Wealth Management Markets

Demand for End-to-End Wealth Management Experience, Business Transformation Powers Growth

Good News, Wealth Management: Here Come the Insurance Companies

While traditional wealth managers have focused on investment performance and asset accumulation, a fundamental shift is occurring in what clients actually want.

Summit Financial invests in Ivy Wealth Management

Summit Financial’s minority-stake investment in Ivy Wealth Management adds $500m in client assets.

Bybit Private Wealth Management Beat November Downtrend with Top Fund Delivering Close to 30% APR

Bybit PWM's top fund delivered almost 30% APR in November, beating downturn.

Double win for Titan Wealth at WealthBriefing Channel Islands Awards

The awards are part of a global programme run by WealthBriefing and its sister publications WealthBriefingAsia and Family Wealth Report, encompassing all the world’s major wealth management centers.

Vanguard plans to expand in Miami to target Latin American wealth – report

Vanguard also plans to expand offshore services in other US locations, including California and Houston, within the next 12 to 18 months.

UBS outlines new opportunities for Channel Islands wealth holders

Powerful trends in capital expenditure and accelerating adoption are likely to drive further growth for AI-linked stocks.

Bank of America expands crypto access for wealth management clients

The Week in Breakingviews newsletter offers insights and ideas from Reuters' global financial commentary team.

Wealth Enhancement Announces Acquisition of FPG Private Wealth, a Hybrid RIA with Over $532 Million in Client Assets

This partnership brings the firm's total client assets to more than $127.8 billion.

AI euphoria unnerves LGT Wealth

Commenting on its portfolio positioning, the wealth manager expressed concern about the dominance of AI companies in the US indices.

SEI Completes First Stage of Strategic Investment in Stratos Wealth Holdings

Business Partnership Highlights Commitment to Helping Advisors Scale and Grow

Investec and L&G surpass €5bn milestone

Through this collaboration, L&G and Investec have helped broaden access to flexible term loan solutions for private market sponsors, creating one of the most established and scalable institutional funding platforms in the market.

Leonteq completes transition to FRTB and publishes business update

At the same time, despite a steady improvement in client activity, Leonteq recorded a notable reversal of positive hedging contributions and expects to report an underlying loss for 2025.

UBS Billionaire Ambitions Report 2025: The Rise of a New Generation

In 2025, global billionaire wealth reached an all-time high, driven by business innovation and the largest, multi-generational inheritance wave in the history of this report.

SIX to Integrate SIX x-clear and BME Clearing into One International and Multi-Asset CCP

The acquisition of BME by SIX laid the foundation for a pan-European growth platform and strengthened SIX’s position in EU capital markets.

Pictet backs European revival with new quant fund

Pictet Asset Management has launched the new equity strategy - Pictet-Quest European Revival.

JP Morgan AM bets on semi-liquids in multi-asset alts push

The $4tn asset manager is sticking its flag in the private markets kingdom, gearing up for semi-liquid launches 'in the not-so-distant future'.

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Wealth and Asset Management