Managers of Wealth

Global forces reshaping modern succession and wealth transfer

This in turn is greatly increasing the demands on advisors and wealth owners to plan effectively for the transfer of assets across generations in this changing environment.

HLB Private Bank debuts two private market funds

The Private Markets Evergreen Income Fund is touted as having a "robust defensive framework."

SSW Law & Beyond ranked Band 1 in Chambers High Net Worth 2026

The ranking highlights the firm’s ability to combine tax and succession planning expertise in advising clients in Poland and across Central and Eastern Europe.

OCBC has expanded its invite-only GENesis programme to include the children of high-net-worth customers in Hong Kong.

Recognising the role that the next generation will play in stewarding family wealth, the GENesis programme places a strong emphasis on entrepreneurship and lays a foundation for family conversations around succession and legacy planning.

BlackRock’s Stephen Gough: Fixed income is in a ‘golden age’

Asian bonds offer attractive yields, diversification and robust credit fundamentals, BlackRock’s Stephen Gough tells FSA.

HSBC plans to hire 100 AI specialists and 100 more RMs for wealth management

On July 24, HSBC and Allianz announced that Allianz will acquire HSBC Life for $2.7 billion

UOB: HK is an important gateway to bank’s wealth management push

Hong Kong continues to be one of the world’s leading international financial hubs

Expanded recognition in 2026 Chambers High Net Worth guide for our global Private Client & Trusts team

Alongside the continued top-tier recognition of our BVI and Cayman Islands teams, the guide welcomes new individual rankings for Omonike Robinson-Pickering in the BVI and Steven White in Bermuda.

Leonteq returns to profitability in H1 2026

The company recorded a continued increase in client activity and fee generation thanks to a continuously improving client sentiment since the second half of 2025.

Liontrust reports ‘stronger position’ with £4.7bn rise in AuMA

This deal saw Martin Gilbert join as a non-executive director, while Rebecca Shelley is set to step down from the board later this year.

Chambers High-Net-Worth guide recognizes Withers as a leading firm globally in 2026

'Withers provides thoughtful, detailed, and comprehensive development and implementation of strategies, opportunities and options.

Bank WIR's diversification is bearing further fruit

Bank WIR reports a profit of CHF 11.5 million after six months of the current year.

FKB achieves a solid result in the first half of 2026.

Customer loans remained stable at CHF 24.2 billion, while customer deposits increased by CHF 0.4 billion to CHF 17.9 billion. Total assets amounted to CHF 29.7 billion, representing an increase of 0.8%.

Swiss Private Bank Makes First Investment Into Mbanq’s Newly Launched Note Listed on Düsseldorf Stock Exchange

Investment supports the company's lending and Earned Wage Access growth strategy.

Lazard net income plunges 91% over “elevated tax rate” in Q2 2026

Average assets under management were $279bn in the second quarter of 2026, 17% above the level of the second quarter of 2025.

UBS Group stock holds firm as wealth management growth offsets investment banking volatility

Recent financial reports and market data show that UBS Group has been able to grow key profit metrics despite a demanding environment for global deal-making and capital markets issuance.

Northern Trust stock trades steadily as wealth fees offset softer markets

For investors, the interaction between fee-based revenue and market levels now shapes the medium-term profile of Northern Trust stock.

UBS Wealth Advice Center Expands National Footprint with New Hub at 23Springs in Uptown Dallas

The opening of the Dallas hub marks an important milestone in the continued growth of the Wealth Advice Center.

HLB Private Bank doubles down on private market offerings

The announcement was made during the Private Markets Summit 2026, the first of its kind in Malaysia, according to the bank’s press release.

BNP Paribas Group: Results as of 30 June 2026

The meeting was chaired by Jean Lemierre.

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Wealth and Asset Management