Managers of Wealth

Pictet dividend payouts soar past CHF 1bn

The private banking group revealed a 28.9% jump in dividends and plans for new sustainable investment offerings in recently released reports.

Vontobel overhauls bond desk as €7.7bn veteran duo steps back

Mondher Bettaieb-Loriot and Luc D’Hooge transition out of their long-standing roles, prompting a redistribution of talent across the Swiss firm's credit and emerging market debt desks.

EBRD launches Enterprise Security Enhancement with PrivatBank and Raiffeisen Bank Ukraine

ESE introduces a structured mechanism that allows EBRD partner banks to grant partial debt relief to eligible sub-borrowers, if assets financed by sub loans that fall under the EBRD’s PRS facility suffer direct, verified war damage.

Revolut expands into private wealth services

The new permissions will allow the company to expand into leveraged products, managed portfolio solutions, and private wealth services, strengthening its push into the high-net-worth segment.

UBS Advisors in the Southeast Region Recognized Nationally by Barron’s

The firm’s Southeast Wealth Management Region is led by Regional Director Julie Fox.

Guernsey Funds Forum 2026 focuses on ‘The Next Trillion’ for global private capital

The Forum brought together fund managers, legal advisers, administrators and industry specialists for a programme of keynote speeches, panel discussions and practical seminar sessions examining the future direction of the funds industry and Guernsey&r

UBS’s Tom Wheeler Shortlisted in Jersey Finance Rising Star Awards

Recognised for his thoughtful approach, professionalism and strong communication skills, Tom has built lasting relationships with both private clients and corporate service providers.

J.P. Morgan named among Barron’s top advisors and teams for 2026

Most of the J.P. Morgan Wealth Management advisors and teams have been on the lists for at least three consecutive years, underscoring their sustained excellence year after year.

Corient Announces Acquisition of Capital Advisors, Expanding its Presence in the U.S. Southwest

Corient strengthens its private partnership model and adds nearly $8 billion in client assets

Revolut primed for wealth management push after FCA approval

Two of the permissions granted allow Revolut to manage investments and to deal as a principal.

Standard Chartered Bank expands client wealth management solutions

In addition to existing premium financing solutions, clients can now enjoy greater flexibility in optimizing their overall balance sheet.

Apex Group provides transfer agency services in support of the launch of Fidelity International’s first tokenised product

The launch reflects the continued evolution of regulated asset management as tokenisation and on‑chain workflows are incorporated into institutional fund operating models

Temenos Core Banking SaaS to Power Questrade Financial Group’s Banking Offering

Temenos’ cloud-native platform enables the firm’s delivery of banking products and services at scale as it prepares an accelerated roadmap for the Canadian market

Fondation Lombard Odier and the Swiss Polar Institute join forces to help improve natural hazard mitigation in the Swiss Alps

The initiative was officially launched on 12 May 2026 during a gathering of all involved stakeholders in Sion, with representatives of both organisations, of the scientific community and of the Valais cantonal authorities.

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Wealth and Asset Management