Managers of Wealth

Pictet Asset Services partners with Pareto Asset Management on custody and funds services mandate

This mandate further expands our footprint in the region and strengthens our positioning in the segment of UCITS funds promoted by Nordic asset managers.

Lombard Odier reports full-year results for 2025

Operating expenses remained stable

Wealthspire’s Ground Control Business Management Acquires Wiles + Taylor

Partnership broadens Ground Control’s music business management platform nationwide, strengthens touring and royalty services, and marks its first out-of-state U.S. acquisition

Adepa rolls out its risk management in Spain

The group led by Carlos Alberto Morales combines a specialised team with a technology infrastructure developed in Luxembourg over the past decade

TD Wealth Launches Unified Discretionary Management Platform for High-Net-Worth Clients

The new TD Wealth offering brings together the Bank's two discretionary management businesses to create a modern, scalable platform built for long-term client and business growth.

National Bank sets the framework for the Extended Liquidity Facility

The ELF is scheduled to go live at the beginning of 2027.

Morgan Stanley Wealth Management Reduces Fees on Private Shares Marketplace EquityZen, Broadening Private Markets Access

Buy and Sell Side Fees Reduced to 2.5% for Investors and Shareholders

BBVA Named Best Trade Finance Bank in Latin America by Global Finance

This award further consolidates BBVA’s position as a benchmark in international trade solutions and strengthens its value proposition at the regional level.

Fairstone Nova MPS passes £1bn in first year

Fairstone chief executive Steven Cooper CBE said passing £1bn so quickly underlined the appeal of the proposition.

DB Plans 50 Hires, Scales Private Banking in Emerging Markets

Deutsche Bank AG DB is set to expand its emerging markets private banking operations, according to a Reuters report, which was published in Yahoo Finance. The German bank intends to add up to 50 relationship managers this year within its Private Bank

LPL Financial Welcomes Shoreline Private Wealth Management

They reported serving approximately $275 million in advisory, brokerage and retirement plan assets* and join LPL from Morgan Stanley.

EFG International Achieves Record Profit and Dividend on Strong Asset Growth in 2025

We are complementing our organic growth with a new series of acquisitions announced over the past 12 months.

ASK Asset & Wealth Management gets SEBI nod for mutual fund operations

ASK plans to offer a range of products including active equity, passive strategies, hybrid, and fixed-income funds.

Lisa Detanna Ranked #1 in California on Forbes’ Top Women Wealth Advisors Best-in-State

Lisa Detanna Recognized in Forbes 2026 List of America’s Top Women Wealth Advisors

Savings Bank Schaffhausen increases its customer deposits, loans and investment business.

The market environment was characterized by the reduction of the SNB's key interest rate to 0 percent, which led to lower net interest margins.

Ascentis Wealth Management Welcomes Ascentis Family Wealth

Ascentis Family Wealth to team with Advisory Services Network for operations solutions and compliance support

Beyond the US giants: What earnings are really telling investors

For market analysts, it’s a time to judge whether corporate profits and revenues are beating or missing their expectations.

EFG to partner with Capital Group to enhance investment solutions offering and opportunities

EFG’s clients will gain access to a wide range of Capital Group’s leading investment solutions tailored to their goals and risk profile.

Nuveen to acquire Schroders for $9.9 billion in cash

The Combined Group will operate with significant scale and capabilities in the world’s largest financial centers with a presence in more than 40 markets in total.

Pictet and Tretor enter strategic partnership for the long-term development of the Swiss accounting services industry

The group will actively add further partners who share the values of highest quality, sustainable development, and strong local client relationships

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Wealth and Asset Management