Managers of Wealth

Creative Planning acquires $1bn Swiss wealth manager

Baseline Wealth Management, with offices in Geneva and Zurich, is Creative Planning's second European acquisition in as many months.

Living or settling in the United Arab Emirates: investment, taxation, and wealth protection

Much of this transformation stems from the rise of private wealth and the central role played by family businesses.

CI Global Asset Management to Acquire Invesco’s Canadian Investment Fund Assets and Form Long-Term Strategic Partnership

As a result of the transaction, CI GAM’s assets under management will increase to approximately C$170 billion.

The 2026 Forbes | SHOOK Best-In-State Wealth Management Teams list

Congratulations to our five wealth management teams recognized on the 2026 Forbes | SHOOK Best-In-State Wealth Management Teams list.

Asset diversification: the key to modern wealth management

The basic idea behind diversification is to spread your wealth across different types of investments.

Wealth Management Announces "Ten to Watch in 2026" List

Who is behind the future when it comes to the business of financial advice?

Bank of Singapore Looks Beyond 2026

For investors, the edge won’t come from chasing beta, but from building for a structurally different cycle.

Succession planning in the GCC: Experts warn families can no longer afford to delay

In the GCC, he said, this shift is already under way, as first-generation founders begin passing assets to younger family members who often have very different priorities and expectations.

Bergos Gets New Operational Management

He will support the transition of CEO responsibilities to the new management until the summer and will remain closely and amicably connected to Bergos thereafter.

LGT and LLB establish Liechtensteinisches Pfandbriefinstitut

The new institute closes a gap in the Liechtenstein capital market and strengthens the long-term stability of the financial centre.

UBS CEO succession: Who is in the lead?

The process was initiated much earlier, immediately after Ermotti's return to UBS.

UBS boss Sergio Ermotti plans to step down in April 2027

Race for coveted role comes as bank fights Swiss government over threat of more stringent capital buffers

Leonteq receives BaFin license extension

This marks an important step in the expansion of its retail flow business in the German market.

Quilter launches smoothed funds in partnership with Standard Life

Each fund invests across a diversified mix of assets, including equities, bonds, alternatives, and money market instruments such as cash, typically through third-party funds.

Bank HR developer distributes leadership burden across several shoulders

Basler will remain with the BBZ and will dedicate himself to strategic issues on the board of directors.

Quilter Cheviot: The key themes driving the sustainable recovery in 2026

Global equity markets are expected to deliver moderate gains, supported by technological innovation, fiscal stimulus, and selective regional opportunities.

Coutts Weighs Offering Ares and Apollo Funds for Wealth Clients

The private bank, owned by Natwest Group Plc, is considering whether to offer clients so-called evergreen funds managed by Ares Management Corp. and Apollo Global Management Inc.

Elevation Point Stakes $1.3B Ex-UBS Team in Atlanta

The eight-member team has created Harbor View Private Wealth and represents Elevation Point's first investment of the year.

UBS warns Swiss capital plan risks competitiveness and shareholder value

The bank estimated the plan would increase its capital needs by about $23–24bn, mainly through additional Common Equity Tier 1 capital.

Why debt dynamics show promise for UK economy

View the UK through a debt lens and you see an economy with the potential to outperform in 2026.

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Wealth and Asset Management