Managers of Wealth

Savvy Wealth Debuts Savvy Intelligence to Fuel Evolution of AI-Native, Human-Led Advice

Savvy Intelligence unifies investments, tax, and planning—powered by the first AI agent built to act on it

Bullishness Remains Steady as Geopolitical and Energy Concerns Rise, Morgan Stanley Wealth Management Pulse Survey Finds

As uncertainty rises, investors keep a close watch on their portfolios

Hong Leong Bank launches Wealth Odyssey campaign

The Wealth Odyssey campaign breaks down wealth management into three fundamental pillars: preservation, growth, and legacy.

Mind the wealth gap: the secret entry points of private banking

Minimum entry thresholds are increasingly used by the UK’s private banks to position themselves in the market

UBS's statement on the Swiss government's regulatory capital announcements

Parliament will now debate this proposal as part of the normal parliamentary process.

CISI Overseas Wealth Management Summit Held in Hong Kong, Spotlighting New Asset Allocation Opportunities amid Global Change

The three speakers shared insights on global market shifts, Hong Kong's role as an international financial centre and bridge, and the new trends and challenges facing the cross-border wealth management industry, setting the stage for the day's f

Vontobel 3-month 2026 trading update

In the first quarter of 2026, assets under management remained stable at CHF 240.1 billion (CHF -0.6 billion) compared to year end 2025.

Man Group reports uptick in assets under management

Alternative AUM increased to $106.9bn from $103.9bn, helped by $3.0bn of investment performance, despite net outflows of $1.0bn.

Quoniam Asset Management wins Best Transformation Award at SimCorp Global Summit

The UniActive Q range combines systematic forecasting models, machine learning, and economic logic to not only track the market but also aim for a long-term return in excess of the benchmark.

‘Almost a no brainer’: Quilter Cheviot MPS adds to US tech

The MPS, managed by Simon Doherty and Antony Webb, primarily added to exposures in the semiconductor industry, rather than across all US technology.

"The market is stronger than any politician, including Trump"

The business has historically focused on private banking and is increasingly oriented towards asset management for institutional clients and international distribution.

Interim report of the Swiss National Bank as of March 31, 2026

Strong fluctuations are therefore the norm, and conclusions about the annual result are only possible to a limited extent.

Wendel completes acquisition of 56% stake in Committed Advisors

BNP Paribas Asset Management Alts has also announced an agreement to buy a 5.9% holding in Committed Advisors from Wendel.

SEI Reports First-Quarter 2026 Financial Results

On an adjusted basis, EPS and operating income grew 21% and 24%, respectively, with the adjusted operating margin increasing to 32%.

Broadridge Launches Central Risk and Liquidity Optimization Solution to Unify Trade Execution, Liquidity and Risk Management

New integrated front-office solution enables firms centralize risk, internalize client flow, optimize liquidity, and improve capital efficiency

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Wealth and Asset Management