Managers of Wealth

This Growth Strategy Manages Wealth at All Net-Worth Levels

The sessions focus on personalizing household solutions, multi-generational planning and investing, and demystifying alternatives.

Swiss Private Banking: These Are the Branding Leaders

This reality is regularly documented by rankings and analytical reports that highlight different fault lines across the market.

Sage Advisors Joins Apollon Wealth Management’s Growing National Organization

This addition expands Apollon’s presence in the Midwest and reflects the firm’s continued commitment to partnering with relationship-driven advisory practices.

Quilter Cheviot Europe completes deal to acquire GillenMarkets

This acquisition expands QCE’s presence in Ireland and continues the evolution of its integrated investment management and financial planning offering for clients in Ireland and throughout Europe.

Asset and wealth managers face a profitability paradox

The industry keeps growing—and in both assets and revenue—but profit margins are shrinking. Here’s how firms can adapt.

Goldman Sachs Reports 2025 Full Year and Fourth Quarter Earnings Results

Net revenues were $13.45 billion and net earnings were $4.62 billion for the fourth quarter of 2025.

Why Europe’s wealthiest families are heading to Hong Kong

The city’s forward-thinking approach means its appeal to global investors is more compelling than ever

Raymond James to acquire Clark Capital Management

Clark Capital offers a range of investment solutions including multi-asset-class portfolios, proprietary model portfolios, and mutual funds.

Swiss bank UBS closer to getting national bank charter for US franchise

UBS applied for a full banking licence in the United States in October in a bid to grow its wealth management business in the U.S., even as regulators in Switzerland have sought to limit its reach abroad.

AI boom in Europe: German banks are falling behind.

German banks risk falling behind their European counterparts.

Morgan Stanley Boasts Big Wealth Revenue Boosts, Mirroring Other Wirehouses

Morgan Stanley’s wealth division beat expectations and boasted both a quarterly and yearly double-digit net revenue boost.

Morningstar Appointed by PIMFA as New Sole Index Series Provider

Morningstar Indexes will manage the UK wealth management industry’s key benchmarks from March 2026.

Partners Group delivers double-digit growth in 2025, in demanding market environment

For 2026, Partners Group anticipates USD 26-32 billion in gross new client demand through fundraising.

Swiss private banks must compete on identity, not just reputation

With tradition no longer enough to secure loyalty or growth, Swiss private banks are turning to brand identity as a key driver of long-term performance.

Record 2 million workers to earn six figures in new financial year, dragging more into £100,000 tax trap

This represents a 5.7% increase, or 112,000 people, on the current tax year’s estimate of 1.95 million and is up from 1.218 million in 2021/22.

Schroders Trading Update

The information in this release is unaudited and based on preliminary year-end reporting processes only and may therefore be subject to change.

HSBC Launches Wealth Academy in Singapore

The academy will collaborate with London Business School for advanced learning and, via a newly signed agreement, Singapore Airlines Academy for service excellence and client experience.

Standard Chartered champions the ideas shaping global business with FT Business Book of the Year Award and Bracken Prize partnership

The FT Business Book of the Year Award celebrates the most compelling and relevant business writing of the year, providing insight into the issues shaping the world of work, finance, economics and global affairs

Standard Chartered partners Barings to launch investment grade CLO strategy under VCC Platform

The new strategy aims to provide investors with high‑quality, income‑oriented exposure to investment‑grade CLO tranches through a diversified, actively managed portfolio.

Cathie Wood enters private markets in Europe

Ark Invest has entered into a partnership with German platform NAO to launch an Eltif.

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Wealth and Asset Management