Managers of Wealth

Geneva boutique gets its Finma licence

Spring Investments' fund has busted through the Finma threshold, prompting the firm to get a new licence.

Launch of the Piguet Active Prévoyance 60 LPP fund

The fund will implement a diversified investment strategy combining traditional asset classes — equities and bonds — with real estate and alternative investments.

Pictet raises over €400m for first direct private equity strategy

The Fund has a thematic focus on sub-sectors in B2B Services and Education that benefit from long-term growth tailwinds.

Affluent Market: The Greatest Potential for Digital Transformation in Wealth Management

In Latin America, the markets where they see the greatest room for growth are Mexico and Brazil, where they still see relatively low penetration despite their size

Victory Capital withdraws from bidding war for Janus Henderson

Texas-based money manager’s decision to pull its proposal clears way for rival offer

Moss Adams Wealth Advisors Goes Independent, Unveils New Brand: Threadline Wealth

The new firm, majority led by management, launches as an independent RIA, positioning itself to collaborate broadly across the accounting profession while building a regional boutique wealth management firm.

Wealth Management Has a Last Mile Problem

The last mile, the step between content existing and a client actually receiving it, has never been engineered, and it’s costing an enormous amount of value that nobody is measuring.

Sygnum Co-Founder: «The Long-Term Trajectory of Digital Assets Is Intact»

Born out of parallel ambition in Singapore and Switzerland, Sygnum was designed from the outset as a regulated digital asset bank serving as a bridge between Europe and Asia.

A $44,000 Salary Now Gets Private Banking Access in South Africa

For clients under 30, a four-year degree in science, technology, engineering or mathematics is enough to qualify, with discounted fees.

Credinvest Bank awarded for service excellence: a recognition that strengthens Ticino's role in private finance.

The Lugano-based institution wins the title of best customer service in Switzerland at the Euromoney Private Banking Awards 2026, confirming a strategy based on tailored advice and long-term relationships.

BlackRock Fink says AI boom may widen wealth gap without broader market access

"Now AI threatens to repeat that pattern at an even larger scale."

How inherited wealth could reshape corporate America’s leadership pipeline

As trillions of dollars move from older Americans to their heirs, fewer people may feel compelled to endure the long climb to senior leadership at large firms.

William Blair Private Wealth Management Recognized by Barron’s

The advisors honored represent the firm’s offices in Georgia, Illinois, and Maryland.

CFM Indosuez completes acquisition of BNP Paribas Wealth Management clients in Monaco

The bank said the acquisition reinforced its ability to serve a demanding local and international client base, with a particular focus on ultra-high-net-worth individuals.

Garanti BBVA Named Türkiye’s Best International Private Bank’ by Euromoney

Garanti BBVA was selected for this award for its radical client perspective, which is integrated throughout its products and services.

SJP celebrates 5,000th business sale deal

Initially designed to enable Partners to sell their businesses outright, it now also supports partial sales, management buy-ins and adviser ownership.

Quilter Cheviot Europe appointed investment provider for the Executive Retirement Master Trust

The master trust is aimed at business owners, directors and senior executives.

SIX Reports Strong Operating Results for 2025

Net operating income grew by 4.7% (5.4% at constant exchange rates) to CHF 1,496.5 million.

Nour Private Wealth Expands Capabilities as the UHNW Market Evolves

Nour Private Wealth (NPW) is expanding its private wealth management company platform in direct response to that evolution

What impact will the new Federal Reserve Chair have on your investments?

Kevin Warsh may need to reassert the US central bank’s independence, but his dovish stance could be positive for equities.

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Wealth and Asset Management