Managers of Wealth

Mandatum ranked Finland's best private banking provider in Kantar Prospera Survey

The annual survey included 503 participants and was conducted in September-October 2025.

Advisors warm up to emerging energy plays in client portfolios

Wealth managers say AI and other new technologies are changing the way they invest in energy in client portfolios.

Broadridge’s Tokenization Capability Enables Societe Generale’s First U.S. Digital Bond Issuance

First U.S. digital bonds issued as security tokens on the Canton Network blockchain with Societe Generale-FORGE acting as registrar

Clearstream Partners with Lighthouse Canton for Fund Execution and Custody Capabilities Across Asia and the Middle East

The partnership marks a significant milestone in advancing fund distribution models designed to meet the evolving needs of investors across Asia and the Middle East.

Broadridge and Xceptor Partner to Transform Global Tax Reclaims and Asset Servicing Operations

New integrated solution automates withholding tax relief and reclaims processes, minimising risk and enhancing compliance across global markets within Asset Servicing

OneVest Expands Multicurrency Capabilities, Strengthening Global Wealth Management Operating System

This enhancement builds on OneVest's recent multilingual update and further strengthens the global infrastructure firms rely on to deliver consistent client service across geographies.

Quilter Cheviot launches tailored discretionary decumulation offering

The new offering will be based on Quilter Cheviot’s Discretionary Portfolio Service models, which will be selected depending on the client’s risk profile, capacity for loss and objectives, with the investment manager tailoring the portfolio to

LPL Financial Welcomes Longstreet Wealth Management

Despite operating from different towns, the team enjoys collaborating and values the fresh perspectives each member brings, believing that sharing ideas leads to new opportunities.

The Arbuthnot Latham Q4 market update webinar

Hear from our Investment Committee about the changes they have made to our portfolios to adapt to market conditions.

United Kingdom Faces Largest Wealth Exodus in a Decade

The United Arab Emirates Establishes Itself as the World’s Top Wealth Magnet, Attracting 9,800 New Millionaires Thanks to Its Tax Policies and Attractive Lifestyle

‘Great frustration’: Liontrust eyes cost saving with flows yet to turn

The fund firm announced new cost-saving measures as well as two new mandates as it continues to suffer redemptions.

Sun Life: Singapore’s Millionaires Fear Wealth May Not Endure

The survey shows that more than two-thirds of local millionaires doubt their wealth will extend beyond their children.

Sergio Ermotti still hopes for a compromise on equity capital

He referred to arguments the bank has been making for months.

GTCR to acquire Fiduciary to boost wealth management

GTCR will partner with Fiduciary’s CEO Austin Shapard and management team to accelerate growth.

J.P. Morgan Private Bank: Top Three Macro Themes in 2026

First, artificial intelligence (AI) will be a major driver and the bank believes that the current boom is underpinned by «solid fundamentals rather than speculative excess», underlining that underexposure is the greatest risk.

Sun Life: Singapore HNWIs Worry Wealth Won’t Last

Only 50 percent of Singapore HNWIs are confident their children will uphold their wishes around wealth transfer, asset preservation and growth for generations to come.

Natixis Corporate & Investment Banking Provides $260 Million to Refinance Upper West Side Multifamily Property

AIRE also features nearly 37,000 SF of predominantly medically anchored commercial space.

Debrett’s Group Expands into Wealth Management through Strategic Partnership with Mulberry Bow.

The partnership is further strengthened by the appointment of Andrew Blazye and Simon Bullock to the Debrett’s board, joining Darryl Eales, Richard Sanders, Richard Swann and other senior board members.

Titan Wealth buys Thomas Carroll IFA

The South-Wales based firm has £160m of assets under advice

JTC CEO Recognised With A Lifetime Achievement Award

The annual Awards shine a spotlight on outstanding individuals, firms and teams across the asset servicing sector.

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Wealth and Asset Management