Managers of Wealth

Private banking gets closer to Latin America’s entrepreneurs

As founders seek advice on growth and exits, integrated banking gains ground

Deutsche Bank wins three top honours at the Global Private Banking Innovation Awards 2026

These awards reflect the dedication, collaboration and expertise of colleagues across the Private Bank and beyond.

Top Commercial Bankers & Private Wealth Bankers 2026

These leading commercial bankers and private wealth bankers are driving economic growth and delivering personalized financial solutions to businesses and individuals alike.

Private banks turn to health, wellness and education offerings to stand out in wealth management

As the race to attract and keep clients heats up, such services are one way to deepen relationships

RBC Dominion Securities earns top advisor rating among bank-owned investment dealers in

Investment Executive's 2026 Brokerage Report Card, marking its 20th consecutive year at the top Two decades of industry-leading support for advisors and trusted advice for clients

Northern Trust Submits Exemptive Relief Applications for ETF Share Class Across Sponsored Multiple Series Trusts

Filing these applications demonstrates Northern Trust’s commitment to providing asset managers with support and flexibility to meet the evolving preferences of their investors.

Broadridge’s Distributed Ledger Repo Achieves 220% Year Over Year Growth; Processes $7.2 Trillion in May

May 2026 ADV reaches $362 billion as momentum continues for institutional adoption of tokenized settlement and Broadridge’s market-leading Distributed Ledger Repo

Denmark's Penning acquires Veli's wealth management business

The newly acquired unit will underpin the launch of Penning's new wealth management arm, Penning Wealth.

Brooks Macdonald Strategic Partnerships (BMSP)

Brooks Macdonald Strategic Partnerships launches to help independent financial advice firms scale for the future

HSBC charged for helping former Lebanese central bank head embezzle hundreds of millions

The charges mark a significant development in the French judicial investigation.

Canaccord Genuity Group Inc. reports fourth quarter and fiscal 2026 results

Excluding significantitems, quarterly earnings per common share of $0.48

NatWest commits £50m to UK branch network with no further branch closures until at least 2029

NatWest Group will invest £50m in its UK branch network, pausing further branch closures until at least 2029, expanding face-to-face support.

Family matters: untangling the complexities of family wealth and succession for Asia-Pacific investors

In showing how APAC’s families are approaching their wealth today, our findings reveal that perspectives among family members often conflict – which could result in significant problems when it comes to intergenerational wealth transfers.

UBS boss Ermotti says he hopes to no longer be the bank's CEO by 2030

UBS acquired fallen rival Credit Suisse in a state-engineered emergency ‌takeover ⁠in 2023, and government proposals for tougher capital requirements have been weighing on the bank's share price.

Operational efficiency and resilience: balancing scale, complexity, and transformation in wealth management

Wall opened the discussion by situating it within the broader context of transformation across the industry – highlighting “scalability, processes, technology, and infrastructure” as the underlying opportunities that can drive change in

Tech’s role in supporting Rathbones’ ambition to be the best UK wealth manager

Clients expect digital immediacy these days in all aspects of their lives and their banking and wealth management requirements are no different.

Factory Capital targets athletes and creators with institutional wealth management launch

New LA-based RIA combines traditional advisory services with cultural ecosystem spanning sports, entertainment and entrepreneurship.

ZA Bank partners with Industrial Bank to launch cross-border wealth management scheme

Subsequently, they can open and operate a Southbound Scheme Dedicated Investment Account via the ZA Bank App to invest in eligible wealth management products in Hong Kong.

Morgan Stanley’s Christina Au-Yeung: Avoid market complacency and unintended concentration

Wealth management is similar to being a family doctor, says Morgan Stanley PWM Asia’s Christina Au-Yeung.

RBC BlueBay Launches U.S. High Yield Bond Fund

The Fund builds on the success of its existing U.S. sister vehicle, which surpassed $1 billion in assets last year.

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Wealth and Asset Management