Managers of Wealth

The Next-Generation Challenge in Asian Private Wealth

This has important implications for private banks and wealth platforms.

Specialist medical wealth manager launches private office

A substantial growth in client assets has led wealth management firm Grimsey Wealth to set up a dedicated private office division to meet their sophisticated needs.

Quilter plc First Quarter 2026 Trading Statement

The recovery in markets in recent weeks has led to a meaningful uplift in AuMA from the end March level.

Pictet WM’s Karen Tan: Hedging downside risk is a priority

Active ETFs leveraging on AI provide opportunities for beta-plus returns, says Karen Tan, executive director, fund solutions lead, Asia at Pictet Wealth Management.

Citi Wealth and Advyzon Announce Strategic Agreement to Deliver a Global Unified Managed Account Program for Clients

This offering will further modernize and deliver industry-leading, personalized advice-driven solutions to our clients, while simplifying the investments experience for clients, bankers and advisors.

A wealth management exec says AI could be putting your FIRE dreams at risk

It involves investors saving aggressively for retirement until their nest egg reaches a sufficient level, at which point they can stop contributing to their retirement accounts and focus solely on earning to cover living expenses.

Rolf Kaufmann gains Zwei Wealth as a partner

He has worked for many years at the heart of private banking, supporting clients in Switzerland and internationally – always striving to translate complexity into clear and actionable solutions.

Temenos announces strong Q1-26 results; FY-26 guidance reconfirmed

Q1-26 (growth rates are vs. Q1-25 proforma, excluding Multifonds)

LLB now has an Aa1 deposit rating from Moody's

The rating signifies very high financial stability, security, and very low default risk.

Lombard Odier named Asia’s Best for Discretionary Portfolio Management at the Euromoney Private Banking Awards – an inaugural win for the region

This inaugural regional win reflects Lombard Odier’s position in Asia as a leading investment house for DPM.

Hampden Bank breaks through £1 billion of deposits in 2025

Total lending grew by over 9% year-on-year to £640 million (2024: £586m), reflecting continued strong demand from clients.

Norion Bank has entered into an agreement to acquire Strand Kapitalförvaltning, strengthening its position within Wealth Management

This represents an important step in Norion Bank’s ambition to serve as a leading complement to the traditional banks.

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Wealth and Asset Management

The Next-Generation Challenge in Asian Private Wealth

Specialist medical wealth manager launches private office

Quilter plc First Quarter 2026 Trading Statement

Pictet WM’s Karen Tan: Hedging downside risk is a priority

Citi Wealth and Advyzon Announce Strategic Agreement to Deliver a Global Unified Managed Account Program for Clients

A wealth management exec says AI could be putting your FIRE dreams at risk

Rolf Kaufmann gains Zwei Wealth as a partner

Temenos announces strong Q1-26 results; FY-26 guidance reconfirmed

LLB now has an Aa1 deposit rating from Moody's

Lombard Odier named Asia’s Best for Discretionary Portfolio Management at the Euromoney Private Banking Awards – an inaugural win for the region

Hampden Bank breaks through £1 billion of deposits in 2025

Norion Bank has entered into an agreement to acquire Strand Kapitalförvaltning, strengthening its position within Wealth Management

Citi picks Advyzon for global UMA programme

Firenze raises £6m to bring Lombard lending to the mass affluent

UBS Advisor Peter B. Martin Named to Forbes Best-in-State Wealth Advisors

WealthReach rolls out AI referral engine to systematize advisor growth strategies

Osaic Expands Empowered Independence Channel with Pointes North Wealth Management

Insigneo Formalizes Partnership with Alius Capital Partners to Build Dedicated Real Estate Vertical

Building Resilience in Private Wealth Structures: a Long-term Perspective

Are markets looking beyond the Middle East conflict?