Managers of Wealth

UAE wealth tops $3.12tn in 2024 as assets surge, shows BCG report

The report also revealed that investable wealth is projected to grow from $942bn in 2024 to $1.34tn by 2029, with a 7.2 per cent CAGR

Wealth Managers Merge at Rapid Pace and PwC Sees Even More Ahead

Reduced financing costs due to the Federal Reserve’s rate cuts have boosted activity, according to the PwC report.

Mirae Asset Securities: Embedding Innovation at the Core of Global Private Banking

Size is not its only strength; the company sees innovation as a strategic imperative—and is pursuing both organic and inorganic pathways to build a financial ecosystem that anticipates the future.

The Intelligent Allocator: Investing like a Viking – portfolio strategy and navigation lessons

The choice is not between active and passive strategies, but rather between sitting indefinitely in cash or investing nimbly with a core strategy that adapts as the world shifts – our analysis offers clear answers.

Tavistock wins £250,000 interim award in legal battle

Titan has been ordered to pay to Tavistock an interim amount on account of costs of £250,000 within 28 days of the hearing.

Coriats expands into new markets with Jersey office launch

The new office will allow us to offer bespoke solutions tailored to the needs of clients in this dynamic market, underpinned by Coriats’ reputation for integrity, connectivity and delivery of client service excellence.”

Banque Richelieu Switzerland: New CEO, New Focus, New Headquarters

Zurich-based private bank became Banque Richelieu Switzerland.

Brookfield’s 2026 Investment Outlook: A Defining Moment for Global Markets

A structural, multi-decade cycle is underway, powered by rising electricity demand, rapid AI adoption, and the reorientation of global supply chains.

Los Angeles-Based UBS Advisor Team Wise River Advisors Ranked #10 on Forbes America’s Top Private Wealth Management Teams List

Wise River Advisors ranked #10 nationally, marking the fourth consecutive year that the team has been named to the list.

Expect changes in investor behavior in 2026 as prediction markets expand

Wealth managers are already seeing changes in investor behavior due to the growth of prediction markets and sports betting. And they expect more evolution in 2026.

Julius Baer favours financials going into 2026

The Swiss private bank also expects the asset management industry to see steady revenue growth continuing.

EP Wealth acquires Clearview Wealth Advisors

The acquisition brings approximately $218m in assets under management to EP Wealth’s Phoenix region.

Wealth Enhancement acquires Spectrum Wealth Management and Putman Group

The transaction will add a team comprising an adviser, 14 financial professionals, and five support staff into Wealth Enhancement, overseeing more than $182m in client assets.

Rosell Wealth Management Rebrands as Exemplar Wealth Advisors, Adds Partner, and Launches Exit Planning Focus

“Local Wealth Firm Rebrands to Meet Owners’ Next Big Challenge”

Aquila launches new asset manager in Zurich

Activities that require a license as a bank, securities firm or manager of collective assets are expressly excluded," as stated in the Official Gazette of the Commercial Register .

Four US managers battle to beef up Asia wealth channels

The next decade's winner in asset management will be made in private banking distribution. But is there only one playbook for growth in Asia? Citywire Asia speaks to four top US managers on their take.

DBS Appointed as Singapore’s First Onshore RMB Clearing Bank

The approval was announced during the Singapore–China Joint Council for Bilateral Cooperation meeting held in Chongqing, underscoring its significance within the broader framework of bilateral financial cooperation.

BlackRock Expands Citi Partnership, Appoints New Leader

Under the agreement, clients currently managed by CIM will continue to receive wealth advice, asset allocation support, and strategic guidance from their existing Citigroup private bankers.

Aviva launches flexible solution for DB surplus transfers to DC schemes

The flexible solution, which offers a secure and compliant way to deploy surplus capital, is available to new and existing clients whose DB schemes are in surplus.

Van Lanschot Kempen has selected Amundi Technology’ ALTO Investment

Under a fully integrated model, Van Lanschot Kempen will rely on ALTO Investment, serviced by Amundi Technology, for front to middle office functionality.

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Wealth and Asset Management