Managers of Wealth

Rise of the engaged investor: How wealth management is being rewritten

This Industry Insight is produced in commercial partnership with Commonwealth Private.

The true test of innovation in wealth management

These developments have implications for advice businesses which must keep on top of the latest investment products and services, and the potential role they play in delivering strong client outcomes.

ING accelerates growth in Private Banking with strategic investment in leading Spanish wealth manager Singular Bank

Both parties will work on further commercial cooperation in already identified, tangible opportunities for growth in client base and assets under management, access to new business prospects, and strategic insights.

Withers Italy recognised as 'European Private Client Team of the Year' at the Chambers High Net Worth Awards 2026

Organized by Chambers and Partners, the High Net Worth Awards are based on the annual independent research conducted by the Chambers High Net Worth Guide, a benchmark for the international high-net-worth advisory market.

Schroders accelerates strategic reshaping of Wealth Management through sale of Benchmark to Söderberg & Partners and establishes long-term asset management partnership

It creates a focused Wealth Management business centred on Cazenove Capital in the UK and Schroders Wealth Management internationally, enabling continued investment in people, technology, and client capabilities.

J. Safra Sarasin Group to acquire remaining stake in Saxo Bank, with Kim Fournais remaining Chairman of the Board of Directors

Kim Fournais will remain Chairman of the Board of Directors of Saxo Bank.

Tim Rimmer Recognised in eprivateclient’s 2026 Crown Dependencies NextGen Leaders List

This recognition highlights Tim’s continued contribution to JTC’s Private Capital Services team and reinforces the depth of talent across the Group.

Why transparency could become the most valuable service in wealth management

When performance is no longer enough; Arthur Azizov discusses the new currency of wealth management

RC365 Unveils SaaS Wealth Management Platform to Expand Recurring Revenue Streams (RCGH)

The solution is also closely integrated with RC365's Banking Virtual Account service, creating opportunities for additional SaaS subscriptions, cross-selling and greater customer retention through a more connected fintech ecosystem.

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

The 4 portfolios of wealth management

Tax planning, asset management, debt management and risk management — help your client visualize that framework

UBS gears up to pilot US banking services for wealthy clients – report

The employee rollout will test pricing and products before a mid-2027 launch for wealth management clients.

Job cuts at Fisch: "We need to become a true boutique again"

Fisch Asset Management is undergoing one of the most profound restructurings in its corporate history.

Julius Bär to loosen client ban as Benko clean-up nears end

Likely shift to signal an end to the so-called Benko crisis at the Swiss bank

Stuart Beaver named Best Financial Planner at EISA Awards 2026

The award, which is voted for by industry peers rather than entered through a formal submission process, reflects the high regard in which Stuart is held across the entrepreneurial and investment communities.

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.

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Wealth and Asset Management