Managers of Wealth

HSBC Rolls Out AI Ecosystem for Private Bankers

This will then be translated into market insights and personalized investment strategies for clients.

UBS warns impacted former staff three months after data leak

The Swiss group sent a letter to several former employees informing them that there had been a cybersecurity breach affecting their data.

Global Wealth Reset: How Wealth Managers Are Racing to Keep Up

Professionals are catching up: over half now see crypto as key for client engagement, even as concerns about trust in exchanges persist.

Capital Group: Women Are Underinvesting Their Inheritances

However, 40 percent of women wish they had invested more of their inheritance, compared to 30 percent of men.

After watching advisors walk, UBS adjusts pay plan, a boost for some advisors

“I think it’s too little, too late,” said one industry recruiter.

UBS Advisor Team The Schultz Group in Phoenix Named to Barron’s Top 250 Private Wealth Management Teams

The Schultz Group, which includes Financial Advisors Steven L. Schultz, Stockton M. Schultz, and Justin M. Low, was the only Phoenix-based team included on the Top 250 Private Wealth Management Teams list for 2025.

PGIM and Partners Group enter strategic partnership to deliver multi-asset solutions

The collaboration was established in response to growing client interest in alternative investments and rising demand for comprehensive investment strategies from trusted partners that offer experience, scale, efficiency, and innovation.

FNZ and AJ Bell Extend Long-Term Partnership with New 10-Year Agreement

The new agreement will see FNZ continue to provide the core technology that supports AJ Bell’s dual-channel platform, one of the fastest growing businesses in the UK platform market.

Morningstar Wealth partners with Mabel Insights to improve MPS support

The firms said the collaboration will provide financial advisers with deeper insights

TIAA Wealth Management & Advice Solutions Announces Lending and Estate Planning Solutions Through Strategic Partnerships

Agreements with The Bancorp Bank, N.A. and Trust & Will expand wealth management capabilities beyond traditional investment services

HSBC Private Bank unveils new AI-driven platform

The platform is specifically designed for teams that interact with clients, as well as for investment advisors and product experts.

Raiffeisen Switzerland extends the current strategy period until the end of 2026

The adoption of the new Group strategy will be postponed until the end of 2026.

The 4 key behaviors of high-growth advisors that set them apart from the rest

Study reveals what fuels sustainable wealth management firm growth.

Investment group pumps £4m into Oakglen Wealth

The investment will support the boutique's growth strategy and profit goal after it recorded a £3.3m annual loss in its first full year of trading.

"Mirae Asset Securities' customer wealth management (WM) department values raising the wealth rankin..

When new innovation industries grow fast and there is a spate of emerging wealth, only active investment can keep the ranking of wealth."

Five Arrows announces final closing of Five Arrows Debt Partners IV at €2.4 billion

The Fund and its associated vehicles successfully secured total commitments of €2.4 billion – comfortably ahead of its €2.0 billion target and more than 70% larger than its €1.4 billion predecessor fund.

Bank of Singapore launches alternative solution to single-family offices for ultra-high net worth individuals

The UHNWIs will also have access to Bank of Singapore’s full suite of resources

Flexible liquidity that could support your long-term growth plans

Balancing liquidity needs with a long-term wealth strategy could give you the flexibility you need for all your ambitions.

CaixaBank boosts the mobilization of sustainable finance and reaches €20.99 billion in the first half of the year

The bulk of the sustainable mobilization achieved up to June, specifically 78%; corresponds to financing

EFG’s ‘Renaissance banker’ prepares for cultural transition

With geopolitical shifts, regulatory pressures and a historic transfer of wealth underway, EFG International is betting on trust, talent and targeted growth, says CEO Giorgio Pradelli

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Wealth and Asset Management