Managers of Wealth

UBP Weekly View - Markets in motion: earnings versus geopolitics

The Iran conflict continues to drive oil-price and rate volatility, while this week's US-China summit and Consumer Price Index (CPI) data will be the key catalysts to watch.

Saltus wins Wealth Management Company of the Year at Money Age Awards

Saltus was selected ahead of a strong field of peers, reflecting the continued strength and evolution of its wealth management proposition.

Barron’s Recognizes William Blair Wealth Management Teams

The recognition highlights the depth of William Blair’s Private Wealth Management and the firm’s commitment to delivering personalized advice across generations, industries, and evolving client needs.

Legacy systems slowing AI transformation across wealth sector

The panel highlighted how organisations are increasingly layering AI capabilities over existing systems rather than replacing infrastructure entirely.

French wealth manager enters UK market with IFA buy

Groupe Allen acquires London-based Altyx

Indosuez, the wealth management subsidiary of Crédit Agricole, announces the launch of a new range of active ETFs

The initial range will include four active ETFs covering global equity and fixed income markets, with two distinct approaches:

UBS: one third of families are transferring wealth to next-gen

But in Asia Pacific, wealth transfer is seen as a family milestone compared with Europe and North America, according to the report.

Why UHNW Families Must Evaluate Troubleshooting Mastery When Selecting A Wealth Manager

The more wealth there is, the more there is to oversee, and the more likely it becomes that something could go wrong both professionally and personally.

Treasury Partners Founder Richard Saperstein Named to the Barron’s Top 100 Financial Advisors List

Treasury Partners was also named to the 2026 Barron’s Top 250 Private Wealth Management Teams list.

Ritholtz Wealth Management Launches ‘Porterhouse’ Equity SMA Strategy in Partnership with Franklin Templeton

Named for focus on quality, new momentum strategy incorporates both fundamental and technical factors to selectively target market leaders

Bergos Annual Report 2025

The 2025 financial year was shaped by a demanding and rapidly evolving environment characterized by macroeconomic uncertainty, geopolitical tensions, and structural changes in the capital markets.

France’s Groupe Allen buys UK wealth manager Altyx

The deal also includes Altyx Corporate, which advises employers on pensions and staff benefits.

ABN AMRO posts net profit of € 693 million in Q1 2026

The Dutch economy has remained resilient so far, although the war in the Middle East has increased uncertainty.

SEI Sponsors Golf Pro Braden Shattuck at PGA Championship

Company Supports Greater Philadelphia Talent as Championship Comes to the Region

AlTi Global Q1 2026 slides: 28% revenue growth, UHNW focus drives results

The disconnect between operational performance and stock price reflects broader market volatility and ongoing investor concerns about wealth management sector headwinds.

Six questions about investing in the evolving energy system

Damian Payiatakis, London UK, Head of Sustainable & Impact Investing; Niall MacDowell, Head of Climate Technology for Barclays and Professor of Energy Systems, Imperial College London

Where patience takes root: 125 years of building a family business at Frank P Matthews

It is in this context that Lombard Odier is sponsoring Frank P Matthews at this year’s show, bringing together two legacies shaped over time.

Scotiabank to Offer Wealth-Management Services to State Bank of India's High-Net-Worth Clients in Canada

The Indian bank currently offers full-service retail, commercial and corporate banking services to clients in Canada.

Global wealth detaches from borders as 1 in 5 ultra wealthy are now foreign-born

The report forecasts a rapid increase in the net worth of global UHNW individuals.

Partners Group inks distribution partnership with Bank of East Asia

Bank of East Asia wealth management and high-net-worth clients will get access to some Partners Group private market investments.

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Wealth and Asset Management