Managers of Wealth

Wealth by generation: Which age group is the most financially successful?

On paper, baby boomers are the wealthiest generation.

$2.4B UBS breakaways launches Evertern Wealth to target UHNW families with family office model

Naples-based firm backed by Goldman custody, Dynasty platform after $2.4B team exit.

Two Sydney-based wealth managers merge

The wealth management business of Edney Ryan Group has split off and merged with Minchin Moore Private Wealth as the former turns its focus on other professional services.

CaixaBank named Best Bank in Western Europe and Spain by Global Finance

The bank has also been named Best Bank in Spain for the twelfth consecutive year

Asian families are moving faster than their wealth plans

Wealthy families should expect movement to be part of their future but too many in Asia have plans that lack flexibility

Wealth management’s overlooked client base

As automation reduces operational drag, Pave Finance argues smaller accounts are shifting from burden to growth channel

J.P. Morgan sets new record with 533 advisors on Forbes 2026 Best-in-State Wealth Advisors list

Nine advisors also recognized as America’s Top Wealth Advisors

Quilter granted Targeted Support permissions

Quilter Invest also provides advisers with a proposition for clients who may not be ready for holistic financial advice.

Clarissa Jones shortlisted for Chambers High Net Worth Awards 2026

The awards ceremony will take place at Banqueting House, Whitehall on Thursday 18 June 2026.

UBS, PostFinance, Sygnum, Raiffeisen, Zürcher Kantonalbank, BCV and Swiss Stablecoin AG launch joint CHF stablecoin sandbox

Stablecoins are gaining international importance and play a significant role in transforming the financial system.

Merit adds $586m in assets with Strategic Retirement Plans

The acquired business retirement income planning and financial advice for clients moving from employment into retirement.

Broadridge Live with On-Chain Governance for Tokenized Equities, Extending Market Infrastructure into Digital Assets

Galaxy pioneers full ownership rights across traditional and tokenized holdings

Women Already Lead the Great Wealth Transfer, and Their Influence Over Wealth Is Accelerating.

With the structure of wealth ownership rapidly transforming, the question for private banking is whether the support model is evolving at the same pace.

RBC on the hunt for new alts gatekeeper

The opening comes after a flurry of exits within the firm's gatekeeper team over the last several months.

UOB Asset Management Highlights Three Potential Market Paths as Geopolitical Risk Rise

UOBAM cautions that the Iran conflict is no longer a single-outcome risk and outlined three possible scenarios for the months ahead.

Aventura Private Wealth Grows by Addressing the International Investor Gap

It requires a deep understanding of the regulatory and jurisdictional frameworks that define cross-border investment

Citi sets aggressive targets for bankers in wealth management unit

The aggressive goals reflect the ambitions of Andy Sieg, the head of Citi’s wealth business.

Vontobel opens office in Düsseldorf

Currently, private clients throughout Germany are served by the offices in Munich and Hamburg.

How Prometeia is transforming wealth management in Luxembourg

The Luxembourg operation is structured around three core service areas.

How Buffett's Closest Ally Explained Building Wealth That Lasts Through Market Changes

Once you reach that critical threshold, compounding accelerates wealth growth.

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Wealth and Asset Management