Managers of Wealth

Trust drives growth – Kaiser Partner Privatbank AG reports a significant increase in results

The Values Compass forms the basis for decisions and shapes our day-to-day work with clients.

JTC 2025 Full Year Financial Results

Resilient Full Year Performance with Record New Business Wins as JTC Enters New Era

Wealthspire’s Fiducient Advisors Acquires Axia Advisory

$1.9 billion retirement plan consultant in Indianapolis joins growing national platform

Hightower Signature Wealth Expands with $3.2B Lexington Wealth Management Acquisition

Upon close, HTSW will represent more than $29 billion in assets under management* across more than 25 locations.

Wealth management’s overlooked client base

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

Award Spotlight: Best New Private Bank 2026

The Best New Private Bank 2026 award celebrates institutions that have quickly established a reputation for service excellence, strategic insight, and innovative financial solutions.

Wealth management mergers, rival equine banks and pheasant for dinner

News from London and beyond, including a potentially promising FTSE and the ‘Diva of divorce’ opening her first satellite office. Edited by Alec Marsh

TEAM sees assets swell by £1bn following latest acquisitions

All three divisions within the group grew organically prior to the recent acquisitions

KFH – Bahrain wins Euromoney Magazine Best Private Bank in Bahrain 2026 award

A New Achievement Reinforcing its Leadership in Private Banking Services

Wealth largely absent from IMF tax guidance, benefiting the rich

Oxfam’s analysis exposes two striking discrepancies in IMF guidance depending on a country’s income level.

Franklin Templeton is experiencing strong momentum in Switzerland

Franklin Templeton has long been present in the Swiss market but maintained a relatively low profile.

Manulife Wealth & Asset Management Completes Acquisition of Schroders Indonesia

Together, the combined platform will offer enhanced scale, deeper investment resources, and a broader suite of solutions designed to deliver attractive long–term outcomes across market cycles.

International wealth management firm to launch ABS

The best solution has to be multi-disciplinary providers.

China’s HNW investors are abandoning property, providing an opportunity for wealth managers

Property is no longer trusted as a store of value, driving HNW wealth into equities, fixed income, and offshore structures and creating a clear advisory opportunity for private wealth managers, writes Heike van den Hoevel

Evelyn Partners completes the sale of its employee benefits consultancy to Howden

This milestone marks the formal transfer of EPFS and its team to Howden, completing the transaction first announced on 11 November 2025.

Lugano independent asset manager enters liquidation

The district court of Lugano issued a bankruptcy ruling for DVB Asset Management.

Nedbank Private Wealth launches Isle of Man future leaders’ initiative

“The turnout and energy at the first event was fantastic, and we were pleasantly surprised with the enthusiasm and openness of attendees,” Karim Chowdhury added.

Private credit fault lines

For a loan to be impaired, the equity cushion must first be eroded, and that erosion must originate from deteriorating fundamentals, margins and cash flows at the enterprise level.

The hidden challenges of family wealth

After a major liquidity event, wealth does not solve problems. It creates a new set of them.

Big six bank asks why $110 billion stays in deposit accounts, not invested

BMO told investors at Investor Day it is focusing on existing clients with no wealth ties as it builds out its wealth strategy

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Wealth and Asset Management