Managers of Wealth

Cerity Partners Named to USA TODAY's Best Financial Advisory Firms List for 2026

The annual ranking recognizes top registered investment advisory (RIA) firms in the United States based on an independent third‑party evaluation.

Citizens Expands Leadership Across Wealth and Private Bank to Enhance Client Experience

New Head of Family Office Solutions and Head of Platform Transformation Will Help Further Advance Capabilities and Scale

2,314 Merrill Advisors Recognized on the 2026 Forbes Best-in-State Wealth Advisor Lists, more than Any Other Firm

Forbes Names 59 Merrill Advisors to America's Top Wealth Advisors, Including the #1 Advisor

Quilter Cheviot sets out stewardship activity across Sustainable Opportunities Funds

This included thematic engagements on issues such as the emissions profile of artificial intelligence and water scarcity, with a particular focus on companies offering innovative solutions.

NatWest spent billions buying a new wealth manager. So what’s next for Coutts?

The King’s bank will soon be joined by Evelyn Partners. Will that hold it back, or be the shot in the arm it needs?

Morgan Stanley Investment Management Introduces Wealth Education Center

The Wealth Education Center is designed to meet that challenge by equipping advisors with education that prioritizes relevance, clarity and proper application.”

Deutsche Bank Luxembourg profit falls 13% to €240.4m

Operating profit remained above €500m, while the bank reported net income after tax before the addition to its lump-sum provision exceeded €300m.

Burgan Bank wins ‘Best for High-Net-Worth’ award

The recognition reflects Burgan Bank’s deliberate strategy to deepen existing client relationships, strengthen wallet share, and broaden access to tailored investment opportunities across traditional and alternative asset classes.

From fragmentation to framework: why insurance-based wealth solutions are anchoring Asia’s wealth planning

Despite this scale, succession and longterm planning remain underdeveloped in parts of the region.

HSBC Holdings plc 1Q 2026 Earnings Release

Revenue growth, driven by a strong performance in Wealth and higher banking NII, was broadly offset by higher ECL and operating expense growth.

OCBC acquires HSBC International Wealth and Premier Banking in Indonesia

The acquisition adds 336,000 customers and S$6.6 billion AUM to OCBC Indonesia.

Europe’s fiscal pivot transforms investment case

Europe’s strength relative to the US as an investment hub is about to be boosted in response to a fiscal pivot from its central bank, ready to facilitate vastly increased defence spending

The biggest risk in wealth transfer isn’t taxes. It’s misalignment

Families spend months structuring estates but avoid the conversations that determine whether those plans actually hold.

Can UK investors sow the seeds of economic growth?

In the latest monthly letter from our Chief Investment Officer, Fahad Kamal explores the UK's investment landscape, and highlights our latest investment views and positioning.

Amova Asset Management boost s in-house investment management capabilities with addition of U.S. Small Cap Value Equity team

Portfolio managers John S. Albert and Kevin A. Finn to join 1 May 2026

CREDIT AGRICOLE SA: LCL and Crédit Agricole Assurances finalise the acquisition of Milleis Group and strengthen their wealth management strategy

LCL and Crédit Agricole Assurances finalise the acquisition of Milleis Group and strengthen their wealth management strategy

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Wealth and Asset Management