Managers of Wealth

CIBC Private Banking named Best Private Bank in Canada by Global Finance

This year's awards focus on financial firms that are excelling at combining digital resources with expert advisors.

Titan Wealth appointed official wealth management partner of the Rugby Players’ Association

Rugby players face the unique challenge of having a relatively short career span, meaning they need to plan effectively for life after sport.

Indosuez Wealth Management Announces the Acquisition of Wealth Dynamix and Appoints Romain Jérome as Chief Executive Officer

This acquisition expands Indosuez’s B2B offering to firms within the financial sector, drawing on new digital and technological capabilities for its institutional clients.

SC's Judy Hsu on Korea's growing wealth management sector and the importance of long term relationships

The growth is particularly pronounced in services targeting high net worth individuals (HNWIs). As of last year, clients holding more than 1 billion won in financial assets accounted for 2.82 quadrillion won — or 58.6 percent — of the country&

«UBS Without a Swiss Base Would No Longer Be UBS»

Operationally, UBS is in very solid shape. Net inflows are strong, and the Credit Suisse integration — despite some recent delays in client migration — is largely progressing as planned.

Mandatum ranked Finland's best private banking provider in Kantar Prospera Survey

The annual survey included 503 participants and was conducted in September-October 2025.

Advisors warm up to emerging energy plays in client portfolios

Wealth managers say AI and other new technologies are changing the way they invest in energy in client portfolios.

Broadridge’s Tokenization Capability Enables Societe Generale’s First U.S. Digital Bond Issuance

First U.S. digital bonds issued as security tokens on the Canton Network blockchain with Societe Generale-FORGE acting as registrar

Clearstream Partners with Lighthouse Canton for Fund Execution and Custody Capabilities Across Asia and the Middle East

The partnership marks a significant milestone in advancing fund distribution models designed to meet the evolving needs of investors across Asia and the Middle East.

Broadridge and Xceptor Partner to Transform Global Tax Reclaims and Asset Servicing Operations

New integrated solution automates withholding tax relief and reclaims processes, minimising risk and enhancing compliance across global markets within Asset Servicing

OneVest Expands Multicurrency Capabilities, Strengthening Global Wealth Management Operating System

This enhancement builds on OneVest's recent multilingual update and further strengthens the global infrastructure firms rely on to deliver consistent client service across geographies.

Quilter Cheviot launches tailored discretionary decumulation offering

The new offering will be based on Quilter Cheviot’s Discretionary Portfolio Service models, which will be selected depending on the client’s risk profile, capacity for loss and objectives, with the investment manager tailoring the portfolio to

LPL Financial Welcomes Longstreet Wealth Management

Despite operating from different towns, the team enjoys collaborating and values the fresh perspectives each member brings, believing that sharing ideas leads to new opportunities.

The Arbuthnot Latham Q4 market update webinar

Hear from our Investment Committee about the changes they have made to our portfolios to adapt to market conditions.

United Kingdom Faces Largest Wealth Exodus in a Decade

The United Arab Emirates Establishes Itself as the World’s Top Wealth Magnet, Attracting 9,800 New Millionaires Thanks to Its Tax Policies and Attractive Lifestyle

‘Great frustration’: Liontrust eyes cost saving with flows yet to turn

The fund firm announced new cost-saving measures as well as two new mandates as it continues to suffer redemptions.

Sun Life: Singapore’s Millionaires Fear Wealth May Not Endure

The survey shows that more than two-thirds of local millionaires doubt their wealth will extend beyond their children.

Sergio Ermotti still hopes for a compromise on equity capital

He referred to arguments the bank has been making for months.

GTCR to acquire Fiduciary to boost wealth management

GTCR will partner with Fiduciary’s CEO Austin Shapard and management team to accelerate growth.

J.P. Morgan Private Bank: Top Three Macro Themes in 2026

First, artificial intelligence (AI) will be a major driver and the bank believes that the current boom is underpinned by «solid fundamentals rather than speculative excess», underlining that underexposure is the greatest risk.

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Wealth and Asset Management