Managers of Wealth

Bellevue Asset Management strengthens its sales structure

At the same time, Bellevue Asset Management is consistently expanding its sales organization and plans to further strengthen the team in July 2026.

OCBC rolls out generative AI training for wealth advisors

First programme of its kind allows wealth advisors to hone their pitches through realistic AI role play, resulting in double the client appointments and a 50% growth in revenue in three months

Hawksmoor reaches settlement with breakaway Oberon four

Citywire understands wealth manager has agreed an out of court deal with Exeter-based team who left for rival last year.

Nine UBS Financial Advisors in Southern California, Hawaii Named to Forbes Top Women Wealth Advisors Best-In-State

UBS’s Courtney Liddy in San Diego also recognized on Forbes America’s Top 100 Women Wealth Advisors nationwide

Berne Financial Services Agreement: what the UK-Swiss deal means in practice

The Berne Financial Services Agreement breaks new ground in cross-border regulation

Scotland-based financial planning company acquired by acquisitive wealth management firm

It has four advisers, approximately £340 million in assets under management and has also developed an Adviser Academy focused on developing the next generation of financial advisers.

Investec Bank (Channel Islands) Recognised as Best ‘Overall Private Bank’

Judges highlighted the bank’s commitment to clients, colleagues and community, as well as its focus on thoughtful leadership, people development and proposition enhancements.

Head of Private Clients at Investec Bank Recognised at Citywealth IFC Awards

Winners were announced at an awards ceremony held at The Biltmore Mayfair Hotel in London.

Cayman Islands reserved powers trusts: A sophisticated approach to integrating wealth preservation and strategic influence

A Cayman reserved powers trust offers a calibrated, sophisticated alternative.

Noah Holdings and ARK Wealth Management Win Top Honors from Asian Private Banker and Euromoney, Highlighting Expertise in Connecting Chinese Wealth to Global Markets

These recognitions place Noah alongside leading international and domestic private banks, highlighting its deep onshore market expertise and expanding global capabilities.

GBST deploys agentic AI to automate complex wealth administration processes

By designing agentic AI to operate within defined limits as part of Composer, GBST’s clients can automate complex, high-volume wealth administration processes that currently require significant manual intervention.

Saudi Awwal Bank Reinforces Private Banking Leadership with Two Global Awards

These recognitions further reflect SAB’s continued focus on innovation and excellence as the bank evolves its capabilities to meet clients' changing needs.

GAM: Minority Shareholders Warn Against Concentration of Power

With this move, the Zurich-based asset manager aims to advance succession and continuity planning; finews reported on this.

J Safra Sarasin hunts for head to build AI strategy

The private banking group is looking for an expert to build and lead an artificial intelligence team.

The 2026 Asset & Wealth Management and Alternatives Outlooks

Alpha FMC Research Shows Shift in Focus from Innovation to Execution

Endowus partners CIP to offer renewable energy investments

CIP helps build utility scale batteries and wind farms across the APAC region.

How Rathbones is setting out its strategy for growth in the UK

And it is that eye on tomorrow’s success that is driving Carroll, who joined Rathbones in March 2022 as chief investment officer before being promoted to chief executive of Rathbones Asset Management.

Saxo Bank reports record-breaking number of clients and client assets

In 2025, the J. Safra Sarasin Group signed a deal with the previous shareholders to acquire a majority stake in Saxo Bank.

Charlotte Davey: Planning in the age of the ‘great wealth transfer’

Advisers who recognise this early will be better placed to support clients through change, rather than reacting to it later.

What’s the best way to transfer wealth to the next generation?

Stephen Jackson, Head of Coutts Family Office Wealth Planning, writes on the importance of nurturing responsibility and the purpose shared by generations as they pass on family wealth.

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Wealth and Asset Management