Managers of Wealth

Merit Financial Advisors Acquires $260M SSC Wealth

As part of the acquisition, four SSC Wealth members, including partners and wealth managers Bert Falley and Michele Hammann, will join Merit Financial Advisors as regional VP and partners at Merit Financial Advisors

UBS Global Wealth Management on why innovation is the true differentiator

Spear's award winner 2025: Despite its 163-year history, UBS continues to push the boundaries of modern wealth management through digital innovation and client choice

UBS Announced as Sponsor of Play Celebrating Local Talent in Jersey

Half of the cast is made up of local performers, supporting Jersey-based creative talent and strengthening the Island’s cultural sector; a commitment shared by UBS.

Nominate standout talent for the Wealth Professional Awards 2026

Help recognise Canada’s top advisors at Liberty Grand on 4 June 2026 – nominations close 13 February

Barclays and FactSet enter a multiyear strategic agreement

FactSet will provide Barclays with access to a comprehensive suite of its products, data, and enabling solutions alongside ways of working to ensure delivery of the best solutions for customers and clients. 

How wealth managers can adapt to global trends – and grow

Highlights from Oliver Wyman experts show how firms and advisers can prepare for fast-changing technology, client expectations and squeezed margins.

Nomura: Meeting evolving client needs in wealth management

Nomura leaders on expanding wealth management opportunities in the Middle East and Asia

International Equities 2026 Outlook - Fundamental strength should be rewarded in 2026

Why cyclical leadership may give way to quality, earnings resilience and cash-flow growth

Wealthy investors’ policy purchases propel Hong Kong life insurance sales to another peak

The industry wrote US$34 billion worth of life policies in the first nine months of last year

Banking behemoth JP Morgan Nutmegs rivals with purchase of WealthOS

JP Morgan Chase has swooped to buy pensions technology platform WealthOS for an undisclosed sum, according to an internal memo circulated by the American banking giant and seen by Sky News.

UBP Annual results 2025

Union Bancaire Privée’s client assets increase by 19.5% to CHF 184.5 billion

Wealth management and the tokenised future

With its latest move, the company, which launched in 2007 and now has more than 40 million registered users, will be launching US equities as ERC20 tokens on the Ethereum blockchain.

Annual Financial Statement 2025 Regiobank

Regiobank looks back on a successful financial year 2025.

China's bank wealth management market tops 33 trln yuan in 2025

As of the end of last year, 159 banks and 32 wealth management firms had 46,300 outstanding products, representing a 14.89 percent increase from the start of 2025.

UBS Explores BTC Trading For Wealthy Clients As Wall Street Embraces Crypto

The Swiss bank, which managed $4.7 trillion in wealth assets as of September 30, is selecting partners for a cryptocurrency offering after months of discussions.

Lazard Global Total Return and Income Fund Declares Monthly Distribution and Issues Estimated Sources of the Distribution Announced in December

All amounts are expressed per share of common stock and are based on accounting principles generally accepted in the US, which may differ from federal income tax regulations.

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Wealth and Asset Management