Managers of Wealth

The Great Wealth Transfer: How the Next Generation is redefining the rules of wealth

This unprecedented intergenerational transfer of wealth is expected to reshape investment preferences, financial advisory models and the role of wealth management institutions.

The 2026 Australian Wealth Management Summit returns

The highly anticipated 2026 Australian Wealth Management Summit will return on 13 August at the Shangri-La Sydney bringing together senior investment professionals, asset consultants, economists, and advisers.

Wealthy collectors must plan for ‘Great Stuff Transfer’ or risk leaving heirs in the dark, HSBC warns

A new report finds that families are largely unprepared for passing on collectibles, raising the odds of disputes and surprise costs

Why Wealth and Asset Managers must innovate

Neil Connor discusses why innovation is necessary not optional for the sector

Everything you need to know before moving abroad

Understanding the immigration rules of your destination country is an essential first step for anyone planning to move abroad.

Mediolanum to launch flexible fixed income fund for ‘Best Brands’ umbrella

The sub-fund will be managed by PIMCO, as well as other fund managers in time

Wealth manager targets Wales growth with hub

They add the Vision Court-based endeavour is supporting more than 4500 clients and managing assets worth more than £400 million.

Why better data management is non-negotiable in wealth management

Data management should not be the preserve of specialists or a technical team

Clearstream partners with Ares to broaden wealth manager access to private markets

The collaboration is intended to significantly broaden investor access to Ares’ leading offering.

Apollo Leads $35 Billion Capital Solution for Broadcom AI XPV Platform in Partnership with Blackstone and Leading Global Banks

Initial Investment to Accelerate Anthropic’s Compute Capacity as Part of Broader Global AI Infrastructure Platform

UBS takes Brazil wealth-management model across Latin America

Swiss bank plans to expand multifamily office platform to Mexico, Panama, Chile as wealthy families seek global solutions

Six UBS advisors in Phoenix named to Barron's Top 1,500 Financial Advisors list

The Arizona UBS Wealth Management teams are led by UBS Executive Director Ryan Lurie.

Corient Completes Acquisitions of Stonehage Fleming and Stanhope Capital Group

Corient becomes the world’s largest non-bank wealth manager and multi-family office focused on serving ultra-high- and high-net-worth clients.

ECB puts the brakes on Revolut's product offensive

In addition, an external review of the risk, compliance, and legal functions was ordered.

Laying the pipelines connecting wealth managers to private markets

As private markets expand into wealth channels, education and suitability are fast eclipsing access as the industry’s main challenges

Julius Baer successfully places EUR 500 million senior unsecured notes

The transaction was targeted at European institutional investors and the proceeds will be used for general corporate purposes.

HSBC Private Bank opens UHNW access to innovation economy

Platform offers exclusive investment opportunities in selected technology firms and start-ups

Edmond de Rothschild Asset Management strengthens quantitative management team and launches the first three funds in its Quartz range

These systematic equity strategies are based on advanced mathematical models, while giving a central role to the fund managers’ judgement in defining and monitoring investment approaches.

NSN Cycling Team and CBH Compagnie Bancaire Helvétique announce three-year partnership

Through this partnership, CBH Bank will support the Team's international racing program and broader sporting development across key competitions throughout the season.

Ascentix Partners Launches Strategic Framework Series with Inaugural Publication on Succession Planning for Independent Wealth Management Industry

Leading Strategy Consultancy Focused on Driving Wealth Management Enterprise Growth Partners with Haven Tower Group and Wealth Solutions Report to Develop Comprehensive Thought Leadership Analysis on Legacy Versus Exit Planning

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Wealth and Asset Management