Managers of Wealth

Broadridge Reports Second Quarter Fiscal 2026 Results

Reaffirming FY'26 guidance including Recurring revenue growth constant currency, Adjusted Operating income margin, and Closed sales

From Multishoring to One-Bank Execution: Redefining Private Wealth for Global Asian Clients

He also shares how investment priorities are shifting toward Asia, risk-aware yield, and discretionary mandates

Summit Wealth Group Announces Merger with Premier Private Wealth

Merger will Launch Summit Family Office Services to Meet Increased Demand from Ultra-High-Net-Worth Families

Titan Wealth completes acquisition of IWP adding £6.9bn to AUM

The group said it now has 225 client-facing financial advisers across the UK

UBS's fourth-quarter and full-year 2025 results

High trading activity across Global Wealth Management and the Investment Bank underpinned by broad-based client engagement

Twelve Securis and Union Bancaire Privée (UBP) strengthen cooperation with new jointly developed ILS Fund

The collaboration reflects the shared commitment of both firms to delivering innovative investment solutions in a dynamic but evolving market environment.

Rise of AI may still be at ‘infancy’: Indosuez Wealth Management

Chief investment officer Alexandre Drabowicz says that it is “fair” to say that it is a “debate” on whether if there is indeed an AI bubble.

Global corporates pivot towards selective capital allocation in 2026 amid resilient growth

Leverage has improved marginally, providing corporates with an average 8 per cent increase in debt headroom year-on-year, while liquidity buffers remain elevated, having risen by 6 per cent.

Deutsche Bank recognised for market leadership and innovation in Korea

Recognition by South Korea highlights Deutsche Bank’s FX market expertise and pioneering role in South Korea’s RFI Programme

Mediobanca’s top private bankers decamp to Deutsche Bank

Move by German lender comes in the wake of Milanese lender’s takeover by Monte dei Paschi

Barclays Announces Sponsorship of Atlassian Williams F1 Team

As part of the multi-year sponsorship, Barclays will be the Official Banking Partner for the Williams team and will become the team’s primary corporate bank.

Brookfield Asset Management Announces Record 2025 Results and 15% Dividend Increase

Fundraised a Record $35 Billion in the Fourth Quarter; $112 Billion for 2025

Rothschild & Co Strengthens Private Bank With Ex-Edmond de Rothschild Bankers

The post highlights Rothschild & Co’s assertion that the bankers were available on the market and that no rules were breached, yet the transfer underscores lingering tensions as both entities extend their reach into overlapping geographies such

How RBC Wealth Management uses AI in their talent pipelines

AI could replace many of the tasks performed in entry-level work, but RBC WM’s Head of Training and Development sees opportunity

Standard Chartered has launched ‘Invest Like Champions’ Campaign with Liverpool FC

This is brought to life by mapping key roles of Liverpool FC players on the field to distinct wealth investment tactics.

PIMFA appoints Morningstar as new Sole Index Series’ Provider

PIMFA has appointed Morningstar Indexes to manage the UK wealth management industry’s key benchmarks from March 2026.

Johnston Carmichael Wealth rebrands to Partners Wealth Management brand following successful integration

Johnston Carmichael Wealth (JCW) has formally joined with and rebranded to Partners Wealth Management following its acquisition last March.

Amundi: 2025 4th Quarter and Annual results

Amundi Technology recorded another strong growth in its revenues

Belfast-based wealth advisory firm to open new Dublin hub to support cross-border needs of clients

Pacem Advisory now has £212m in assets under its management

The great wealth transfer: turning heirs into clients

Most wealth managers have built their businesses on the preferences, goals and communication styles of baby boomer clients.

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Wealth and Asset Management