Managers of Wealth

Protecting your wealth from today's scammers

Watch the recording or read the insight she shared from her personal experience and her deep understanding of the evolving threat landscape.

34 UBS advisor teams in Southern California and Hawaii named to Forbes Best-in-State Wealth Management Teams list

The Pacific Desert market is led by UBS Wealth Management Market Executive Justine Frame who says that it’s gratifying to see these teams recognized for their talent and commitment.

CREDIT AGRICOLE SA: LCL and Crédit Agricole Assurances finalise the acquisition of Milleis Group and strengthen their wealth management strategy

LCL and Crédit Agricole Assurances finalise the acquisition of Milleis Group and strengthen their wealth management strategy

Barclays supports investors with launch of new wealth offering, with more personalised services for Premier customers

The service begins with a no-obligation, in-depth financial review for which customers will pay no upfront fees.

Family offices must play the patience game

The concept of ‘patient capital’, encouraging long-term pursuit of both profit and innovation, is gaining increasing buy-in among family offices

SEI and Carlyle Enhance Partnership to Expand Private Market Access Across Wealth and Retirement Channels

Strategic Partnership Aimed at Supporting More Efficient and Scalable Private Market Implementation

Lombard Odier, a leading private bank for high-net-worth individuals and families

This is where a specialist private bank’s expertise in wealth management, wealth structuring, and international tax strategies can add real value.

First-quarter net profit rises to SGD 2.93 billion as total income reaches a new high, led by record wealth management performance; ROE at 17.0%

These more than offset the impact of lower interest rates and a stronger Singapore dollar.

Top wealth planning strategies for high-net-worth individuals in 2026

With new tax regulations such as the removal of the non-domicile tax regime and changes to IHT and CGT, minimising tax liabilities by employing the most tax-efficient and compliant solutions is essential for HNWIs.

Partners Group invests in fleet expansion of portfolio company North Star, a leading offshore infrastructure services provider

The transaction closed in April 2026. Headquartered in Aberdeen, North Star provides maintenance and emergency response services to the energy industry.

Utmost launches Spring 2026 Navigator

The report found advisers are moving towards integrated, portable solutions.

Amundi: First quarter 2026 results

Inflows at the highest level at +€32bn and net income¹ up +15%² year-on-year

CaixaBank posts a net income of €1.57 billion in the first quarter (+7% YoY), driven by business growth

The bank continues to grow in Spain, having added 372,000 net new customers over the past 12 months, while maintaining strong market shares and improving customer engagement and experience across all channels.

Lazard to Acquire Campbell Lutyens, Creating the Global Leader in Private Capital Advisory

Together, Lazard and Campbell Lutyens represent leading global positions in primary fundraising and secondary advisory, supported by world-class professionals and a track record of execution.

Fifth Third Bank opens private bank office in Birmingham

The launch of Private Bank services reinforces Fifth Third’s commitment to delivering comprehensive, client-focused financial strategies throughout the region.

JM Finn confirms renewal of Surrey County Cricket Club partnership

Contract takes relationship to 25 years: extension includes continuation of naming rights of the JM Finn Stand at the Kia Oval.

Credinvest Bank increases profit

Assets under management increased from CHF 3.5 billion to CHF 3.7 billion.

What’s holding you back from investing?

Millions of people across the UK are doing what feels like the right thing with their money – saving carefully, avoiding risk, and building up cash.

Citi Announces Completion of 22.6% of Sale of Equity Stake in Banamex

Marks Continued Progress in the Divestiture of Banamex

Canaccord Wealth introduces crypto exposure for HNW clients

Bitcoin and ethereum exchange-traded notes

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Wealth and Asset Management