Managers of Wealth

Wealth managers back AI, but client trust is decreasing

Despite this apparent decline in client trust, UK wealth managers remain confident in the potential for AI to support them in their roles.

Cannataro Family Capital Partners Recognized for Excellence in Wealth Management by Forbes

The firm is widely respected for its ability to seamlessly integrate personal, family, and business financial planning-a sophisticated approach that requires both deep technical expertise and close collaboration with clients' trusted advisors

Citi Announces its Blueprint for Housing Opportunity Initiative — A $60 Billion Commitment to Enhance U.S. Housing Affordability and Help Create and Preserve 250,000 Units Over Five Years

Citi Foundation will also Deploy $50 Million in Philanthropic Grants to Non-Profits Addressing Housing Challenges in their Communities

HNWIs hold $87trln in wealth; UAE attracts 9,800 new millionaires in 2025: report

The report underscores Dubai’s emergence as a destination of choice for HNWIs, family offices and global private capital

EFG publishes agenda for its Annual General Meeting 2026

This represents an increase of 8% compared to the dividend for the 2024 financial year and reflects five consecutive years of dividend increases.

HSBC Holdings plc Annual Results 2025

Our targets and expectations reflect our current outlook for the global macroeconomic environment

St. James's Place Full Year Results 2025

Acceleration of future approach: for financial year 2026 and beyond, the Board intends to set total annual shareholder returns at 70% of the Underlying cash result.

Giant drops talks to buy wealth group with Swiss footprint

Corient has been one of the RIA industry’s most active acquirers over the past few years.

SJP renames £13bn Global Equity fund to reflect lower carbon focus and appoints Acadian

SJP will appoint Acadian Asset Management as the new investment adviser to the fund, replacing the current adviser line-up.

Standard Chartered: Full Year 2025 Results

2025 was another year of strong momentum.

True Potential Wealth Management partners with Oxford Risk to enhance behavioural investor risk suitability

True Potential Wealth Management, one of the UK’s leading wealth managers, has announced a strategic partnership with behavioural risk suitability fintech, Oxford Risk.

Brooks Macdonald Group PLC 2026 Half-year results

“We have momentum and are well positioned for further growth.”

Partners Group announces planned office in Kuwait, expanding its presence in the GCC

The application process for the office is underway, and subject to regulatory approvals, the firm expects to announce its completion and the appointment of a local leadership team in due course.

BIP Wealth secures investment from Constellation Wealth Capital

The investment is intended to assist BIP Wealth in expanding both its organic and inorganic growth efforts.

Stonehage Fleming alts selection boss: There’s risk PE is ‘paying too much’

Mat Powley says too much dry powder in the system is stretching valuations, and that this could put evergreen funds in a vulnerable position.

NBK Wealth wins ‘Best Private Bank in Kuwait 2026’ from Global Finance

Group marks a milestone reinforcing its leading position in wealth management field

Julius Baer launches MPS

Hired Gareth Johnson to build MPS team for active and passive ranges

Valais Cantonal Bank Annual results 2025

At the end of 2025, the balance sheet total amounted to CHF 22 billion

Edmond de Rothschild REIM launches German residential strategy with acquisition of Berlin portfolio

The initial portfolio consists of four residential properties secured through individual acquisitions in highly sought after Berlin micro locations.

Bellevue Group achieves a consolidated profit of CHF 1.9 million for 2025

Against this backdrop, we consistently focused our business model on our core competencies and reduced our cost base.

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