Managers of Wealth

The Tax Transparency Reckoning: What Asia’s Regulatory Wave Means for HNW Families and Their Advisers

It is to ensure that residence, control, source of wealth, reporting positions, and succession arrangements can all withstand scrutiny in a more transparent and data-led environment.

Bantleon fully acquires convertible bond specialist

Subject to approval by the regulatory authority FINMA, the asset manager now holds 100% of the shares in the Zurich-based convertible bond specialist.

LPL Welcomes NorthStar Wealth Advisory

The team reported serving approximately $160 million in advisory, brokerage and retirement plan assets* and joins from Raymond James.

RBC Wealth Management named Canada's Best Private Bank at World Finance Banking Awards

A client-first approach earns Canada's leading private banking honour

JPMorgan Chase Set to Open Private Banking Office in Hamburg

The office will be located at Domplatz in the city center and cater to clients in northern Germany.

Van Lanschot Kempen becomes principal member of the European Payments Initiative

They operate across borders and expect payment solutions that match that reality.

Citizens Builds Private Wealth Momentum in Southern California with Sports and Entertainment-Focused Team

The move follows the recent addition of an insurance advisory team, underscoring Citizens’ continued momentum in expanding both capabilities and talent across its wealth platform.

Arax Celebrates Finalists for Wealth Management’s 2026 Industry Awards

Those selected demonstrated new initiatives, current enhancements and recent outstanding leadership activities within the past 12-18 months.

Standard Chartered to sell Bahrain retail operations to focus on larger markets

Move is part of British bank's global strategy of building cross-border and affluent clients’ business

Africa was the world's fastest-growing ultra-wealth region in 2025, new data shows

Africa posted the world's fastest ultra-wealth growth in 2025, yet the continent's 3,440 ultra-wealthy individuals hold less than 1% of global fortunes.

Five client-led shifts reshaping European wealth management

Wealth management is no longer about managing money alone. It’s about managing uncertainty, trust, and major life decisions.

Wealth creators ‘not feeling welcome’ in UK, says Blevins Franks chief

Roberts added: “What governments in Europe are understanding is there is a competition, there is an international mobility now to wealthy individuals.

EY sets out 10 forces that will define wealth management leadership by 2030

AI, self-direction and the great wealth transfer are rewriting the rules of wealth management.

Fraud warning after scammers impersonate private banking and wealth management firm

The Jersey Financial Services Commission has issued a fraud warning stating that an Islander had been cold-called by scammers.

Louis Theroux Confirmed as Endnote for Private Wealth Conference 2026

This year, the much-anticipated endnote speaker for the event will be acclaimed documentary-maker Louis Theroux.

Liontrust Asset Management reports 22% drop in gross profit

Liontrust reported gross profit of £123m (2025: £157.7m), including £3.7m of performance fee revenues (2025: £3.6m), with a revenue margin of 0.55% (2025: 0.60%).

Harbourfront Wealth agrees C$1.775bn investment from Berkshire Partners

Audax Private Equity, the firm’s current capital partner, will retain a sizeable stake in Harbourfront after the transaction is completed.

The largest transfer of assets in Swiss history

In 2025, around CHF 100 billion was bequeathed or gifted in Switzerland.

18 Wealth Enhancement Advisors Named Among InvestmentNews’ 2026 $100M Club: Top Female Advisors

They are setting new standards for client service, leadership, and innovation.

Why bankers only take a fraction of their customers with them

This suggests that many consultants were not very successful when changing jobs.

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Wealth and Asset Management