Managers of Wealth

The case for multi-sector income strategies

For investment-grade portfolios it is therefore important to build actively managed and balanced portfolios combining credit risk with interest rate risk.

Standard Chartered and LMAX Group execute first live digital asset prime brokerage trades

The trades were executed on LMAX Group’s regulated institutional digital asset venue, LMAX Digital, demonstrating an integrated execution and intermediation model.

Titan Wealth compliance team recognised with two awards

The Jersey Compliance Awards’ judges complimented the team for its culture, particularly during the 2024 acquisition of Ravenscroft by Titan Wealth and then the integration into a global group.

Forbes Best-In-State Wealth Management Team 2024

The AMP Wealth Management Group Named to Forbes Best in State Wealth Management Teams List

Nairobi to Host Forum on Wealth Management and Family Office Investment

Participants will also explore how technology is reshaping wealth management and influencing investment decision-making.

Bell Financial launches private wealth manager

Bell Financial Group has launched a private wealth management service as part of a digital transformation push for the business.

7IM pledges ‘genuine value’ for advisers in multimillion growth plans

The company is also rolling out the first of many updates, after having spent time in 2025 “getting a great team, tech and roadmap in place”.

Silvercrest Asset Management Group Named to Inaugural CNBC Elite Advisors List of Top Ultra-High-Net-Worth Wealth Management Firms for 2026

The firms recognized specialize in serving clients with investable assets of $25 million or more.

SNB sees Swiss banks well placed to face challenges, UBS well capitalised

UBS has enough capital to satisfy planned Swiss reforms, central bank says

DBS, Samsung Securities to Partner on Wealth Management in Asia

The two financial institutions signed a memorandum of understanding to form a partnership in wealth management, allowing their clients to diversify across markets, DBS said Thursday.

643 Ameriprise Financial Advisors Named to the Forbes “Best-in-State Wealth Advisors 2026” List

The rankings are finalized based on data provided by thousands of the nation’s most accomplished advisors.

Canaccord Wealth launches MPS for UK-based US expats

The new model portfolios aim to address a gap in the market for expats, who face tax rules from both the UK and US

Standard Chartered Global Private Bank partners with Cambridge institute to advance leadership capabilities

Among the first global private banks to introduce bespoke leadership development programme for its leaders

Barclays acquires Global Headquarters at One Churchill Place from CWG

The acquisition also supports Barclays’ ongoing investment in its workplace, enabling the creation of high-quality, flexible space for colleagues as working patterns and business needs continue to evolve.

South Korea's Wealth Surges 44% as AI Chip Bonuses Reshape Private Banking

This could mark a shift in South Korea's wealth story, with rank-and-file semiconductor workers gaining from the AI cycle rather than only business families or wealthy heirs.

Healthier societies: a thematic approach to investing

Investing to support healthier societies is therefore not only important from a human perspective; it is closely linked to economic stability and, in turn, financial returns.

Schroders close to selling its financial planning arm for more than £200mn

UK asset manager aims to dispose of Benchmark Capital to Söderberg & Partners

NatWest Group announces the completion of the acquisition of Evelyn Partners

The Transaction creates the UK's leading Private Banking and Wealth Management (“PBWM”) business.

Pictet Asset Management Launches First European Active ETFs Driven by AI

The launch follows the success of Pictet - Quest AI-Driven Global Equities, a Luxembourg-domiciled UCITS fund introduced in March 2024.

Objectway acquires Swiss private banking technology business from FNZ to strengthen its pan-European positioning

Objectway welcomes a team of over 160 professionals, bringing their expertise and professionalism honed in developing innovative, award-winning solutions for over 40 private banks

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Wealth and Asset Management