Managers of Wealth

Amid rising competition, wealth management providers can score with investment insights

For starters, investors today want their financial tools and advice to be tailored to their needs.

How Digital Assets Are Shaping the Future of Wealth Management

From tokenisation to real-time transparency, digital assets are expanding the toolkit of modern wealth management.

Investment Management for HNW Families: How to Build a Robust Family Wealth Programme

Consequently, investment management for HNW families involves far more than traditional portfolio practices such as asset allocation and performance monitoring.

Sumitomo Mitsui Trust Bank and Hunter Point Capital Form Long-Term Strategic Partnership

With HPC’s support, SMTB also intends to explore the development of a Japan-focused GP stakes strategy aimed at capturing the expanding universe of independent asset managers in Japan and meeting the region’s growing demand for private market

Q1/2026: Good Start to the Year – Proven Business Model in Volatile Times, Structural Growth as Expected

As the headwind from the treasury result subsided, growth in net revenue including treasury result accelerated to 9 percent.

Lombard Odier earns dual recognition at the PWM Wealth Tech Awards 2026 for its next-generation digital platforms

This recognition celebrates the collaborative effort across Lombard Odier to design and refine G2 and My LO, our flagship banking and e-banking platforms.

Private banks should chase founders, not liquidity

The founders who will control the next generation of capital are, right now, invisible to the institutions that will eventually compete for them.

Hana Bank Wins Euromoney Korea Best Private Bank

Euromoney honors Hana Bank at its 2026 Private Banking Awards in Singapore

Deutsche Börse Group Leads Series A Funding in Wealth Management System Provider Performativ

Deutsche Börse Group’s investment amounts to US$9.2 million, representing a minority stake. Closing is expected to occur shortly, subject to standard closing conditions.

Peers rival wealth managers as succession advisers to the next generation

UBS report highlights a shifting advisory landscape as inheritors seek guidance beyond traditional wealth institutions

Zurich economy in focus: FIFA effect noticeably impacts Zurich's GDP

The latest edition of "Zurich Economy in Focus" from the Economic Research department of the Zurich Cantonal Bank shows that the Canton of Zurich plays a central role in the Swiss economy.

Can Quilter benefit from changes in UK wealth management?

The performance comes amid a volatile macroeconomic backdrop, suggesting that demand for advised investment services remains resilient despite geopolitical uncertainty and fluctuating markets.

JTC Group and JTC Law Support Landmark Fundraise for Invesco Bond Income Plus Limited (BIPS) After UK Prospectus Rule Changes

The deal not only marks a milestone for BIPS but also reinforces JTC’s leadership in navigating complex regulatory developments and further establishes Jersey’s reputation as a premier jurisdiction for listed investment funds.

Citi Singapore receives dual award recognition from FinanceAsia and Forbes

The bank won multiple accolades from FinanceAsia, including 'Best International Bank' and 'Best International Investment Bank' in Singapore for the second year running.

Will Millennials' Attitude Toward Money Put the Family Wealth at Stake? A Wealth Adviser Explains How Families Can Find Common Ground

Millennials don't have the same approach to wealth as their parents and grandparents.

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Wealth and Asset Management