Managers of Wealth

UK wealth manager and price comparison site shares fall amid AI fears

Drop comes as AI firm Altruist launches service that helps advisers create personalised tax strategies

St.Galler Kantonalbank increases profit and plans to distribute more dividends.

Assets under management increased by 11.3 percent to CHF 71.8 billion by the end of 2025.

Scottish wealth firm doubles assets under management to ‘milestone’ £1 billion

There is said to have been a “significant” uptake in the firm’s combined planning and investment proposition.

"Margin pressure is here to stay"

UBP is one of the Swiss banks that is very active in consolidation and regularly makes acquisitions, primarily in wealth management.

Global Advisory: Rothschild & Co Redburn Review - December 2025

Rothschild & Co Redburn have shared their final review of 2025, where they discuss all these questions, and more.

Bluespring Wealth Partners Welcomes $2.3 Billion SHP Financial

Addition of the New England-based firm marks an expansion in the region for Bluespring, bolstering its existing community of high-performing advisors

IG Wealth Management Simplifies Product Shelf to Better Serve Clients

They include multiple fund mergers and one fund termination.

Deutsche Bank successfully issues European Green Bond

The proceeds from this issuance will be exclusively allocated to refinance assets within the Green Buildings category of Deutsche Bank's Sustainable Instruments Framework.

Deutsche Bank and DWS Deepen Collaboration to Strengthen Discretionary Portfolio Management

DWS to contribute institutional investment and execution platform to clients of Deutsche Bank’s Private Bank

Global Private Banking Awards 2026: Entries are now open!

Celebrating excellence in wealth management since 2009.

The great wealth transfer: Inside Gen X and Millenials’ £27.9 trillion succession

The hardest part of passing on wealth is never just the money; preparing the next generation for responsibility and purpose matters far more

Evelyn Partners including Bestinvest to become part of NatWest

The value of investments can fall as well as rise and that you may not get back the amount you originally invested.

The rise of UHNW women in the GCC: What to look for in a fiduciary partner

In the UAE, 30% of real estate portfolios are held by women, and more than 25,000 Emirati women entrepreneurs contribute over $16 billion annually to the economy.

Forbes Best-in-State 2026 Wealth Management Team in Pennsylvania

Smith Wealth Advisory Group has been named to the 2026 Forbes list of Best-in-State Wealth Management Teams in Pennsylvania

TISE raises more than £16k for Guernsey Cheshire Home

The funds raised during these activities were then matched by TISE.

Barclays posts strong Q4 results and announces another £1bn buyback

It also plans to return over £15 billion to shareholders between 2026 and 2028, equivalent to around 22% of its current market value and underpinning its capital return story.

WealthBriefing Swiss Awards 2026 - Double win for Edmond de Rothschild

The WealthBriefing Swiss Awards celebrate the most innovative and outstanding firms, teams and individuals in the wealth management industry.

Pictet Group: Assets Under Management Reach a Record

This is reflected in the unaudited results for 2025 released by the company on Tuesday.

New year, new plan: turning financial aspirations into reality

Gary Brownbridge explains why the start of the year is the ideal time to review your finances, refine your priorities and put a clear plan behind your long-term goals.

Deutsche Bank HausFX and BlackRock Aladdin Announce Partnership

As settlement cycles shorten and regulatory complexity increases, the need for automated operational workflows is critical.

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Wealth and Asset Management