Managers of Wealth

Deutsche Bank expands and strengthens its ultra-high net worth coverage

With this, the company is consolidating and strengthening the advisory services for ultra-high net worth clients in complex wealth matters.

Q1 2026 update: market turbulence offsets early positive flow momentum - Schroders

NNB including JVs and associates for the first quarter was £(1.1) billion.

Utmost Group plc Full Year Results 2025

Record inflows, uplift in operating profit, cash generation, and strategic progress mark pivotal year for Utmost

Corient Continues Global Expansion with Acquisition of Geneva-based Bedrock Group

Firm extends its private partnership model and will add US$10.7 billion in client assets

Fifth transaction this year: Cinerius Financial Partners acquires a stake in FRS Financial Services – Vorarlberg-based asset manager sets course for the future

The transaction is expected to be completed in the second quarter of 2026, subject to regulatory approvals.

Macquarie Asset Management strengthens long-term partnership with Vilogia, bringing total financing to €639 million

As the largest producer of social housing in the EU1, France relies on key operators such as Vilogia to expand access to affordable housing and help build more inclusive communities.

Wealth Enhancement Announces Acquisition of FullCircle Wealth, an Independent RIA with Over $268 Million in Client Assets

This partnership brings Wealth Enhancement’s total client assets to more than $141.9 billion.

Results of the 2026 Annual General Meeting of UBS Group AG

Shareholders approved all proposals at the Annual General Meeting of UBS Group AG

Why women should start planning their future today

Women continue to face a number of structural and demographic challenges when it comes to long-term financial planning.

Oberon agrees to FCA restrictions on wealth division

The regulator is reviewing the wealth business' existing systems and controls following a period of growth.

WealthArc launches AI Agent to turn alternative data and documents into AI-ready investment data

Built on a rapidly expanding global grid targeting 1,000+ data feeds. New capability interprets complex financial documents and makes them available to wealth managers automating the last mile from documents to portfolio data for AI-enabled workflows.

Hargreaves Lansdown and SJP to adopt ACT Informed designation

Four investment management houses have adopted City Hive’s new framework to reflect their commitment to culture and governance

Private bankers entice wealth managers with fat pay in fight for Taiwan’s newly rich

Taiwan’s wealthy face growing urgency to manage their fortunes.

Chase Buchanan Private Wealth Management Launches Expat Money Matters Podcast

Episodes include contributions from internal advisors as well as external experts based in regions with significant expatriate populations, including Spain, Malta, and Portugal.

Intesa Sanpaolo strengthens its Wealth Management Division governance

In particular, the Division aims to replicate across major European markets a model already successfully implemented by Fideuram in Luxembourg and Belgium, based on the integration of physical presence and digital offering.

Tatton: ‘it has been one of our finest years’

Total assets under management grew by 11 per cent in the year to reach £24.2bn, up from £21.8bn.

SEI Launches Digital Onboarding Solution for Collective Investment Trusts

SEI Access for CITs Modernizes Onboarding Experience Across Retirement Ecosystem

Brooks Macdonald Group Third Quarter FUMA Update

All statements in this release relate to the period from 1 January 2026 to 31 March 2026 (“quarter” or “Q3”) unless otherwise stated.

CaixaBank launches two calls for submissions to honour the best female entrepreneurs and self-employed women in Spain

These awards are a further show of the bank’s commitment to fostering female talent, celebrating careers marked by innovation, leadership, and significant contributions to economic and social progress.

Vontobel Annual General Meeting 2026

The shareholders also elected the proposed independent proxy and KPMG as the new external auditor.

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Wealth and Asset Management