Managers of Wealth

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.

Sun Life: Singapore HNWIs Worry Wealth Won’t Last

Only 50 percent of Singapore HNWIs are confident their children will uphold their wishes around wealth transfer, asset preservation and growth for generations to come.

Natixis Corporate & Investment Banking Provides $260 Million to Refinance Upper West Side Multifamily Property

AIRE also features nearly 37,000 SF of predominantly medically anchored commercial space.

Debrett’s Group Expands into Wealth Management through Strategic Partnership with Mulberry Bow.

The partnership is further strengthened by the appointment of Andrew Blazye and Simon Bullock to the Debrett’s board, joining Darryl Eales, Richard Sanders, Richard Swann and other senior board members.

Titan Wealth buys Thomas Carroll IFA

The South-Wales based firm has £160m of assets under advice

JTC CEO Recognised With A Lifetime Achievement Award

The annual Awards shine a spotlight on outstanding individuals, firms and teams across the asset servicing sector.

Resilience is the new measure of wealth: How Standard Chartered Global Private Bank empowers families in uncertain times

Standard Chartered Global Private Bank is actively supporting UHNW families and their family offices undergoing this transition

Private markets open new frontiers for investors

HSBC Private Bank’s expertise in alternative investments helps clients across Asia access new opportunities

Deutsche Bank sets up Luxembourg hub for Greek wealth clients

Deutsche Bank is expanding its Greek wealth management business by setting up dedicated Greek market coverage and appointing Konstadinos Hatzinikolis as Head of Private Bank Greece, based in Luxembourg.

Indosuez Wealth Management announces the acquisition of Wealth Dynamix and appoints Romain Jérome as Chief Executive Officer

Wealth Dynamix is now fully acquired by Indosuez Wealth Management and appoints Romain Jérome as CEO, accelerating global growth and digital innovation.

How household wealth is helping drive consumption in the US

This concentration of spending power means aggregate demand is far more fragile than headline figures may suggest.

Swissquote Singapore Elevates EAM and MFO Connectivity with OpenWealth API Integration, Enabled by Synpulse

This integration leverages the OpenWealth standards, as established by the OpenWealth Association co-founded by the global consultancy Synpulse.

Insigneo Attracts Founding Member of $6 Billion Raymond James Team

Insigneo announced the addition of "The Americas Financial Group" to its ranks, a new team formed by José Cabrera Sr., along with José Cabrera Jr. and Kristina Cabrera

Northern Trust Selected by Osmosis Investment Management Netherlands to Provide Middle Office Servicing

The businesses combine investment expertise and operational excellence to deliver competitive, sustainability-focused investment solutions across both equity and credit markets.

CaixaBank Wealth Management surpasses 10,000 clients in its Advisory Desk and strengthens its commitment to specialization and customer service

The figure has increased by 25% over the past year, reinforcing the bank’s position as a benchmark in expert advisory and high value-added personalized investment.

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Wealth and Asset Management