Managers of Wealth

DBS: Full-year profit before tax at record SGD 13.1 billion; net profit at SGD 11.0 billion with ROE at 16.2%

Board proposes 66 cent final ordinary dividend, a 6 cent increase; fourth-quarter total dividend at 81 cents including Capital Return dividend

UBS to Hire 50 Hong Kong Wealth Bankers After Record Revenue Year

A lot of the hiring will be focused on high net-worth

Rothschild & Co’s Swiss Wealth Management business wins two WealthBriefing Swiss Awards 2026 for best HNW Team and UHNW Team for International Clients

Rothschild & Co’s Swiss Wealth Management business has won two categories at this year's WealthBriefing Swiss Awards.

Schroders and Apollo to deliver next generation investment solutions in ambitious multi-channel partnership

Innovative partnership leverages the best of Schroders and Apollo to deliver improved client outcomes, with ambition to reach multi-billion-dollar annual flows across both new and existing clients

NatWest Group announces the acquisition of Evelyn Partners and a £750m share buyback

NatWest Group plc (“NatWest Group”) is pleased to announce that it has reached an agreement to acquire Evelyn Partners from funds advised by Permira and Warburg Pincus for £2.7 billion enterprise value (the “Transaction”).

Coutts welcomes Evelyn Partners

Together, we will be the UK’s leading private banking and wealth management business

Permira and Warburg Pincus agree to sell Evelyn Partners to NatWest

Under the Permira fund’s majority ownership, assets under management increased from ~£5 billion to £69 billion.

Söderberg & Partners expands into UK family office and HNW space with significant investment in Artorius Wealth Management

Artorius is recognised for its fresh thinking and agile, modern approach to wealth management.

UBS Announces New Class of Managing Directors

Our Managing Directors exemplify and uphold our strong culture grounded in our three keys to success.

Former Newcastle Falcons and Scottish international player on how he went from rugby to wealth management

The director later put himself through his Independent Financial Adviser (IFA) exams, qualifying while he was still playing.

Reshaping wealth management in unexpected ways

Banks have long talked about AI as a major catalyst for transformation of wealth management, but the results are surprising some commentators

WTW says it's ready for more UK wealth tie-ups after Atomos success

Ben Leach discusses ambitions to expand the group's presence in UK wealth management and even become a household name.

Pinnacle targets wealth advisers with UK acquisition

PAM is a UK fund manager which operates as a multi-affiliate model – the same as Pinnacle – as well as managed accounts technology product with assets under management of $26 billion.

14 William Blair Women Wealth Advisors Named Best-in-State by Forbes

The rankings are based on data from top-performing women advisors nationwide, evaluating several factors including assets under management, industry experience, and compliance records.

Barclays harnesses GenAI to deliver world-class customer service

This is part of a broader global strategy by Barclays to harness new developments in agentic and generative AI to drive innovation, improve decision making, and increase efficiency in its operations.

Where billionaires' investment firms placed their bets in January

While family offices are making fewer bets, their appetite for mega-rounds, which have come to dominate the VC landscape, hasn’t waned.

Vontobel achieves successful 2025, with strong financial results, significant strategic progress and the renewal of the shareholder agreement

Very strong capital position (CET1 ratio of 19.7 percent) and proposed continued attractive dividend of CHF 3.00 per share

Zürcher Kantonalbank once again achieves very pleasing consolidated profit – the canton and municipalities participate with a record-high CHF 581 million

The canton and municipalities participate in the profit of Zürcher Kantonalbank with a record amount of CHF 581 million

Hypothekarbank Lenzburg AG is growing strongly in the 2025 financial year and is realigning itself as a group.

Hypothekarbank Lenzburg will now operate as a group together with Finstar and Swiss Bankers.

Boutique wealth manager acquired in Melbourne transaction

Wealth management firm Hamilton Wealth Partners has acquired a Melbourne-based boutique advisory firm.

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Wealth and Asset Management