Managers of Wealth

Wealth Enhancement buys Servo Wealth advisory unit

The Oklahoma-based company offers investment advice, financial planning and wealth counselling to individuals and families.

Wealth Shortlist Update: BlackRock European Dynamic

The fund is managed by Giles Rothbarth, who has been involved with the fund since 2015 before becoming lead manager in 2021.

Santander Expands U.S. Presence with Completion of Webster Acquisition

Building on its decades-long commitment to the United States, this transaction demonstrates the significance of the U.S. market to Santander’s growth strategy.

Vontobel is 'reviewing our whole customer lifecycle process'

Executive Gianpiero Galasso details how Vontobel is keeping up with the trends of new technologies and generations as part of our private banking award video series.

Channel Islands and Isle of Man nominees named for Citywealth IFC Awards

The public vote is now open to allow the global private wealth industry to have their say.

Independent Wealth Managers: Beware of «Shadow AI»

Generative artificial intelligence promises considerable efficiency gains in exactly these areas, precisely where small teams still do a great deal by hand.

Brightwood Capital Advisors Provides Financing to Support Coastline Wealth Management’s Acquisition Strategy

Coastline secured up to $100 million in financing from Brightwood and simultaneously completed 12 acquisitions, pushing its AUM/AUA past $6 billion.

Praxis BVI recognised in Chambers High Net Worth Guide 2026

The recognition comes as Praxis continues to invest in its BVI business, strengthening its senior team and broadening the expertise available to clients and intermediaries across private wealth, corporate and regulated investment business.

Prudential Hong Kong expands headquarters across Swire Properties’ towers

There would be a “double-digit percentage increase in floor area following the office consolidation”, according to a Swire Properties spokesman.

Wealth manager expands in North East heartland

Fairstone has bought Sunderland-based Grainger Financial Planning and Riverstone Wealth Management, which is based in Morpeth, in Northumberland.

Standard Chartered and HSBC execute first live tokenised deposit transaction on Swift’s blockchain-based ledger

Milestone signals next step for cross-border payments as regulated deposits issued by banks are connected through Swift’s digital blockchain-based ledger

LGT reports strong net new asset growth and significant increase in profitability in first half of 2026

In the first half of 2026, global financial markets remained resilient despite geopolitical tensions and economic uncertainty, delivering positive returns overall amid heightened volatility.

Trust overtakes fees when investors choose wealth managers

The study of 1,000 US consumers with at least $20,000 in investable assets found trust and reputation ranked ahead of fees, pricing and other traditional considerations.

Singapore wealthtech platform Keenai partners with Fullerton Fund Management

Fullerton Fund Management will provide the new wealthtech platform with SGD-denominated investment strategies.

Jake Baumann named to Forbes Best-in-State Next-Gen Wealth Advisors list

The ranking recognizes financial advisors 40 and younger who have at least four years of experience and is based on assets under management, revenue trends and compliance records.

Wrexham AFC names Royal Bank of Canada (RBC) as Official Bank Partner and Back-of-Kit Sponsor

Ranked among the world's 100 most valuable brands for 20 consecutive years and as Canada's most valuable brand, RBC is a long-standing supporter of global sports and entertainment.

Lombard Odier reports 2026 half-year results

Half-year operating income increased 9% year on year to CHF 740 million.

Customer trust strengthens PostFinance

The growth of fixed-interest investment products was particularly encouraging, with a volume increasing by CHF 2.1 billion.

Why the family office model fits today’s complex wealth needs

A good governance arrangement is not a straightjacket: it’s a living thing that adapts as the family develops.

ABN AMRO main partner of Yayoi Kusama exhibition at Stedelijk Museum Amsterdam

This includes opening up access to art and culture for children for whom this is not a given.

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Wealth and Asset Management