Managers of Wealth

Goldman Sachs overtakes Swiss private banks

In the wealth management study published on Friday by the Zurich-based research firm Fin21, Goldman Sachs comes out on top and is considered the best Swiss private bank this year.

Arta expands AI wealth platform globally, onboards Bank of Singapore and Hong Leong Bank

Arta AI is a conversational AI platform for wealth management that processes portfolio data, market information, and investment research to respond to queries from financial advisors and their clients.

Broadridge Reports First Quarter Fiscal 2026 Results

Reaffirming FY'26 guidance including Adjusted EPS growth of 8-12% and Closed sales of $290-$330 million

Santander named ‘Best Private Bank’ in Spain and Poland by The Banker

The magazine also grants a special commendation to Santander Private Banking Mexico.

Northern Trust Named Best Private Bank in U.S.

Also Received Top Honors for Best Private Bank in North America for Entrepreneurs and Alternatives

DBS quarter profit

Nine-month total income and profit before tax reach new highs

Private Wealth Optimism Flies Sky-High in Hong Kong

Client demand for new accounts and assets to be booked in Hong Kong has nearly doubled year-on-year with 59 percent of firms reporting increased demand, compared to 34 percent last year.

UBS’ Iqbal Khan Rethinks How to Measure Success in WM

This may especially be relevant in Asia, where Khan is the bank's president, as many ultra-rich individuals still retain control of businesses, be it as a next-generation family owner or a first-generation entrepreneur.

Hoxton Wealth partners with Squirrel Education for student training day

It led a session on the positive impact that planners can have on people’s lives

SIX reports higher operating income and improved margin in the first half of 2025

This positions SIX as a leading pan-European exchange innovator with access to 16 capital markets across Europe.

Chartered financial planners to be acquired by prominent wealth management firm

The deal was said to mark further national expansion for Azets Wealth Management, which operates across the UK from hubs in the North East and Scotland.

BofA eyes moderate asset growth for wealth management division – report

Merrill Wealth Management co-president Eric Schimpf stated that pre-tax margins could expand between 4% and 6% over the coming years.

WisdomTree partners with Stratiphy as investors diversify portfolios

WisdomTree is a global ETP provider with over USD135 billion in assets under management and has over 20 years’ experience managing physical gold exchanged-traded commodities (ETCs) including creating Europe’s first physically backed gold ETC.

How AI will revolutionise wealth managemen

Top bankers, lawyers, and executives say technology will be a driving force for dealmaking

Amundi offers geopolitical play with new European strategic autonomy ETF

The French asset manager and Euronext have teamed up to tap into the drive for European economic sovereignty.

Hong Kong roars ahead as top wealth hub, overtaking Singapore

Nearly 45 per cent of top global private banks say their affluent clients prefer Hong Kong over other wealth management centres: PWMA report

Verso Asset Management to transfer custody to Third Financial in new five-year deal

The deal grows the Nucleus group’s existing relationship with Verso, following the announcement it would be powering The Verso platform earlier this year.

Imperium named as a Top Trust Company 2025 by eprivateclient

This year is the first time Imperium has appeared in the top tier ranking.

Women and wealth: planning around life’s big moments

These demands can slow pension growth and make it harder to “catch up” later, with fewer savings benefiting from compound interest, leaving women in a far less stable financial position than men earning a comparable income.

What’s happening in the UK economy in the lead-up to the Autumn Budget?

The UK wealth management industry has become increasingly global in both outlook and portfolio construction, in order to take advantage of the breadth of opportunities available.

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Wealth and Asset Management