Managers of Wealth

Easterly Asset Management to buy Olstein fund business

The deal outlines plan for Olstein’s mutual funds to be integrated into the Easterly fund structure.

Card spending grew just 1.0 per cent in February, while inflation and travel concerns dampen economic confidence

The most recent data also shows the immediate changes consumers are making to their spending and travel plans, with three in five concerned about the impact on their personal finances.

Next generation of women enters wealth management, but revenue roles still dominated by men

Data shows younger women joining the industry while advisory power gaps remain wide.

Monte dei Paschi and Mediobanca approve full merger plan

Mediobanca shareholders would receive 2.45 MPS shares for each Mediobanca share offered.

Apac wealth managers: Keep faith in alts

Wealth managers at Julius Baer, Morgan Stanley PWM and Nomura IWM analyse the benefits and risks of alternative investments.

Leading asset managers to join new Corastone platform as investors alongside Apollo, Franklin Templeton and KKR

This growing institutional participation builds on Corastone’s recent platform launch and comes as demand for private markets investments expands across investor types.

Amundi entrusted with a €350 million private markets multi-management mandate

Amundi manages this mandate leveraging the expertise of Amundi Alpha Associates, its private markets multi-management platform composed of a team of 80 experts with over €20 billion in assets under management.

Wealth’s new generation: HSBC’s Lavanya Chari on technology, trust and women shaping finance

Technology is widening access to investment advice, younger investors are entering markets earlier and affluent families are increasingly managing assets across borders.

Standard Chartered to expand private banking team in Singapore – report

This decision follows increased scrutiny on Chinese financial flows after money-laundering cases involving Chinese nationals.

Leonteq announces Board nominations and publishes agenda for the Annual General Meeting 2026

In addition, the Board of Directors has nominated Barbara Heller and Juerg Steiger as new independent members, subject to final regulatory approvals.

Wealth management pivot after a decade of family-raising was a smart move for UBS advisor

Melissa Dincher tells InvestmentNews why career-changer advisors have an advantage in the industry and the misconceptions she had before switching careers from law.

Caisse d’Épargne Côte d’Azur opens private banking arm in Monaco

The bank already operates in Monaco through corporate and real estate activities.

HSBC Hong Kong CEO sees global tensions, China tech growth drawing wealth to city

HSBC’s local unit gained nearly 2 million new customers in two years as global investors shift assets to Hong Kong

KBC Asset Management Honored at the 2026 Global Banking & Finance Review Awards

The award for Best Sustainable & ESG Wealth Manager Belgium 2026 reaffirms KBC Asset Management’s position at the forefront of responsible investment practices and sustainable wealth creation.

TMGA Insight: The quiet power that shapes culture

When people think about integrity in a business context, they may picture dramatic moments like a whistleblower exposing serious wrongdoing or someone stepping in to prevent a major crisis.

Concord Asset Management Wins Two Honours at the 2026 Global Banking & Finance Review Awards

The dual recognition highlights Concord Asset Management’s consistent commitment to excellence, innovation, and client-centric asset management solutions.

Vontobel warns that Switzerland must avoid ‘over-regulation’

Co-CEO of Swiss financial group says country should preserve its competitiveness in the wake of Credit Suisse’s collapse

Carson Group takes over ZeroCelsius Wealth Studio

ZeroCelsius, which manages about $134m in assets, has been led by managing partner and wealth advisor Ross Gott.

BOS Revamps Front Office Compensation Framework

This is in contrast with many other industry players that will pay their relationship managers a variable bonus on a discretionary basis.

UBS CEO Sergio Ermotti will not receive a salary increase.

The base salary of CHF 2.5 million was part of his fixed compensation of CHF 2.8 million.

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Wealth and Asset Management