Managers of Wealth

Goldman Sachs to Launch Private Credit Collective Investment Trust for the Defined Contribution Market

New Private Credit CIT To Be Part of Great Gray’s Panorix Target Date Series

Report: Echelon records Q2 record for wealth management M&A

The RIA investment bank logged 102 announced deals in the wealth management space during this year's second quarter.

How Centers Of Influence Choose Wealth Managers

Understanding the criteria COIs use to choose which wealth managers to refer and collaborate with can be crucial for the success of wealth management practices.

J.P. Morgan advisors named to Barron’s top 100 women list

Three advisors ranked in the top 10 in the country

Taiwan’s KGI Bank opens first Hong Kong branch with focus on wealth management, family offices

Private banking and private wealth management assets in Hong Kong jumped 15 per cent in 2024 to HK$10.4 trillion

Thidatip Thitikarunwong on Bridging Generations and Elevating Client Engagement in Asia's Wealth Management Landscape

These digitally savvy individuals, often educated abroad, bring with them a different set of expectations compared to their predecessors.

UBS, Rand Merchant Bank lead financial adviser M&A rankings in MEA for H1 2025

UBS topped by value, with $1.6bn in advised deals, while Rand Merchant Bank led by volume, with four deals to its credit.

LSE Group and UBS sign multi-year data and analytics deal

The agreement comes at an important time for UBS as the Swiss group continues to integrate the businesses of Credit Suisse, its former Swiss banking rival, after the two firms merged in July last year.

Presentation of the 2025 half-year results of the Julius Baer Group

This media release and other communications to investors contain certain financial measures of historical and future performance and financial position that are not defined or specified by IFRS.

Arbuthnot Banking Group Plc Unaudited results for the six months to 30 June 2025

The Directors of the Company accept responsibility for the contents of this announcement.

Drivers of value creation – Private Banking

The next decade will witness one of the largest intergenerational wealth transfers in history, with UK baby boomers expected to pass down approximately £1.2 trillion to younger generations.

Lombard Odier shifts focus to challenged UK entrepreneurs

Entrepreneurs need business and investment support, including highly skilled portfolio management, but private banks can also help establish key connections within the peer group

Chinese Wealth Managers Close Out Dollar Products Early After Profit Goals Met

Rated PR2, or medium-to-low risk, it had an annualized profit target of 4.2 percent. Due to mature in December next year, it was liquidated just seven months after launch.

Five years running: Quilter ups forecast for Monthly Income Portfolios again

The upgrade in forecasts follows another successful year where the income delivered came in ahead of estimates.

UBS and LSEG announce long-term strategic partnership

The partnership also positions UBS to benefit from the next-generation capabilities on LSEG Workspace.

Olivier Group honored as Baton Rouge’s best in wealth management

The firm won the 2025 Best of Baton Rouge Gold Award for Best Wealth Management.

CaixaBank, Best Bank for Consumers in Europe and Best Bank in Spain in the Euromoney awards

When selecting CaixaBank as Best Bank for Consumers in both Spain and Europe, the British publication's jury highlighted CaixaBank's focus on quality and customisation of customer service.

Wealth Shortlist Update: abrdn Global Smaller Companies

All three worked closely with lead manager Kirsty Desson, particularly in the analysis of small and medium-sized US companies.

Merger Creates Agile Asia Platform for Entrepreneurial Wealth

The combination will create a powerful, tech-driven family office platform with a sharp entrepreneurial edge.

Morgan Stanley Wealth Management Pulse Survey Reveals Surge in Bullishness as the Market Enters Q3 in Positive Territory

The survey explored investor views on sector opportunities for the third quarter of 2025

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Wealth and Asset Management