Managers of Wealth

UniCredit issues tokenized structured note for wealth clients

The capital protected note, indexed to Euribor 3M and tailored for professional clients, was digitized using the BlockInvest platform and registered on a public blockchain.

Private markets, global opportunity, and the future of private wealth

EQT partner, private wealth leader on the reality of today’s private markets

Cantonal bank creates private banking department

Thurgauer Kantonalbank is to launch the unit next year, with executive board member Tobias Hilpert to take over after his current market services division is dissolved.

UBS reportedly prepares for further job reductions in mid-January

UBS is said to be approaching the final year of its Credit Suisse integration, which was acquired in a government-brokered emergency deal in 2023.

Emerging Growth Patterns Driving Expansion in the Private Banking Market

Increasing client demand for personalized and sustainable financial solutions, coupled with innovations in automation and artificial intelligence, are set to shape this dynamic market.

S64 and Bridgepoint join forces to launch cornerstone Open-Ended Evergreen Private Equity offering for Private Wealth

Bridgepoint Generations is the Bridgepoint Group’s cornerstone product for private wealth.

Insufficient innovation: German banks are falling behind.

Only 13 percent of German financial service providers consider innovation the most important IT driver – compared to 63 percent in France and 50 percent in the UK.

M&G acquires €100 million of prime Dutch logistics assets in one of Europe’s top performing market

Three modern assets strengthen the M&G European Property Fund’s logistics footprint and marks its 10th transaction in the Dutch market

In the spotlight – Jonathan Hartley, director of client success, Objectway

Technology is more essential than ever for wealth management as the sector is undergoing change due to demographic shifts, increased regulation and growing expectations regarding digital client experience and engagement.

J.P. Morgan Expands and Sees New Opportunities in Switzerland

It was not that Boettcher had been pessimistic.

Reichmuth & Co. promotes the private banking model as an alternative to the flood of regulations.

It praises Switzerland's sound fiscal and monetary policy but criticizes banking regulation.

Warburg Pincus unveils semi-liquid funds to boost wealth ambitions

The growth-focused investment house is the latest to join the evergreen fund market with vehicles in the US and Luxembourg.

UHNW families prioritise values over inheritance

As the Great Wealth Transfer gathers pace over the next two decades, it seems the most valuable inheritance for many UHNW families might not be money at all

Quilter Cheviot is Proud to Renew its Participation in Greening Jersey for 2026

This is not just about planting trees; it is about restoring nature across a range of habitats from woodlands to wildflower meadows and wetlands.

Nikko AM launches LBO fund

Nikko Asset Management has launched a new leveraged buyout fund in Australia.

Wealth Enhancement to Acquire AEGIS Financial, an Independent RIA with Over $468 Million in Client Assets

This partnership will bring the firm’s total client assets to more than $132.2 billion.

Blackstone,Revolut in talks to collaborate on wealth management – report

The company is also looking to hire a private banker in the UK to manage and support relationships with high-net-worth individuals worldwide.

Wipfli: Wealth Management Executives Bullish on Growth for Next Year

But there are a lot of variables that can impact growth, including how well firms can turn digital investments into real performance gains, according to the advisory and accounting firm.

Wealth managers fight for attractive HNW demographic

In its report 10 Wealth Management Trends 2026 found these HNW clients are those seeking the direct relationship and curated access with their adviser as well as the premium digital experience.

Great Wealth Transfer drives rise in multi-generational planning

Financial advisors are increasingly serving entire families, not just individual clients, as the Great Wealth Transfer accelerates.

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Wealth and Asset Management