Managers of Wealth

Why Financial Industry Professionals Are Moving To Wealth Management

But as industries evolve and technology reshapes the landscape, a new trend has emerged among top-tier professionals.

Private banks: This is what advisors will need to offer in the future.

Twenty years ago, a private banking advisor was indispensable to the client.

Australia’s 2026 budget one of the most consequential in years for wealth managers

Australia is well placed to become one of the hottest markets for new investors over the next three years, following the budget, writes Andrew Haslip

DBS remains committed to investing in young Singapore talent in AI era

DBS to welcome more than 500 young local talent this year through its Management Associate, Internship and Traineeship programmes

Private Wealth Management Association Announces New Executive Committee Leadership

The appointments are effective from 15 May 2026 for a term of two years.

Nour Private Wealth (NPW), an Independent Wealth Management Firm, Highlights Rise of Stewardship as UHNW Families Navigate Global Uncertainty

This evolution reflects a broader shift within private wealth management

J. Safra Sarasin and Golding launch Private Markets partnership for the Swiss institutional market

This collaboration enables the Bank to expand its alternative investments offering, providing its institutional clients with access to a broadly diversified portfolio

Standard Chartered sets out sustainable growth plan, targeting ~18 per cent RoTE in 2030

Delivering higher quality, diversified and durable growth, with clear milestones to 2028 and beyond.

ING in Italy marks 25 years of digital banking, launches Private Banking

Private Banking is the third tier of ING’s Retail offering, providing tailored wealth management, investment strategies and financial planning for high-net-worth individuals.

UBS Client Account Manager shortlisted in Finance Rising Star Awards

Since joining UBS in 2024 through the firm’s Graduate Talent Program, Tom has established himself as a valued and trusted member of the team.

Syz Group Adopts Bloomberg Enterprise Solutions to Deliver Institutional-Grade Portfolio Intelligence in Private Banking

Bloomberg PORT Enterprise supports scalable, multi-asset analytics and client transparency across Syz Group’s discretionary and private banking business

AI Agents in Finance: How They Transform 70% of Processes

The wealth and asset management industry has entered a phase of structural transformation, marked by a multiplication of pressures.

Canaccord Wealth UK Partners with Bitwise to Launch Crypto ETPs

Strategic Significance: This collaboration marks a significant advancement for Canaccord in offering structured crypto exposure, and while currently limited to eligible clients

AI fuels the strongest earnings season in years

The first three months of 2026 delivered the strongest quarterly earnings expansion since 2021, supported by robust demand for AI infrastructure.

Reflections on progress: Elissa Bayer on 50 years in wealth management

This was before the fragile ceasefire, so she spent some of the time sheltering from missiles.

Deutsche Bank appointed primary dealer in Norwegian government bonds

The appointment reflects the Bank’s commitment to supporting liquidity and access in the Norwegian government bond market for investors in Norway and globally.

Daniel R. Liff named to Forbes Magazine’s list of Best-in-State Wealth Advisors

Forbes’ Best-in-State Wealth Advisors list comprises a select group of individuals who have a minimum of seven years of industry experience.

Isio looks to add private assets to MPS

Head of distribution cites ‘growing’ demand among advisers

Rockefeller expands to Naples with Coplin Wealth team

Coplin Wealth Partners works with ultra-high-net-worth individuals and families on financial issues.

Sygnum Completes First Live AI-Agent Driven Digital Asset Transactions by a Regulated Swiss Bank

This is the latest initiative from AI@Sygnum which leads the development, integration and governance of agent-driven workflows across the group globally.

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Wealth and Asset Management