Managers of Wealth

Blackstone,Revolut in talks to collaborate on wealth management – report

The company is also looking to hire a private banker in the UK to manage and support relationships with high-net-worth individuals worldwide.

Wipfli: Wealth Management Executives Bullish on Growth for Next Year

But there are a lot of variables that can impact growth, including how well firms can turn digital investments into real performance gains, according to the advisory and accounting firm.

Wealth managers fight for attractive HNW demographic

In its report 10 Wealth Management Trends 2026 found these HNW clients are those seeking the direct relationship and curated access with their adviser as well as the premium digital experience.

Great Wealth Transfer drives rise in multi-generational planning

Financial advisors are increasingly serving entire families, not just individual clients, as the Great Wealth Transfer accelerates.

Rothschild & Co wins three awards from IJGlobal for its advice on two major franchise deals

Represents the largest port transaction to date in South America, as the leading multi-terminal operator in Brazil including Tecon Santos, the largest container terminal in South America, plus a range of other bulk/liquid bulk terminals

Quilter Financial Planning appoints a further five firms to its network

Each of these businesses shares our commitment to professional, client-focused advice and brings deep local expertise to the communities they serve.

Geneva traders offer quant upgrade to wealth managers

Prism Technologies has rolled out investment solutions to groups ranging from wealth managers to hedge funds and commodity traders.

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.

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Wealth and Asset Management