Managers of Wealth

Private banks risk missing $113t women’s wealth opportunity

Women may control 40% of investible wealth.

Schroders: Bonds are not only about income

Investors must separate interest rate exposure from credit exposure, says Schroders' Julien Houdain.

Europe’s wealth managers must navigate migration trend

With $5.9tn in transit between generations, inheritance-driven mobility to countries including Luxembourg is increasingly in focus

Abacus Global Management To Acquire a Strategic Minority Investment in Manning & Napier

The SAA is the primary value driver of the proposed transaction, which is expected to create a framework for strategic collaboration between the two platforms while preserving Manning & Napier’s independent operations.

Hong Leong Islamic Bank rebrands as HLB Islamic, introduces ‘Hayat’ wealth stewardship proposition

The initiative builds on the philosophy “Timeless Principles Guiding Tomorrow’s Wealth,” which the bank introduced during its 20th anniversary last December.

Ty J. Young Wealth Management Acquires Senior Wealth Advisors

The partnership will provide Senior Wealth Advisors clients access to Ty J. Young Wealth Management's comprehensive suite of services and award-winning customer service.

How CMB Monaco turned a luxury wealth management experience digital

The bank operates in a highly competitive financial market and boasts a top 5 market position among Monaco’s leading wealth management institutions.

Unified Managed Accounts | The Architecture of Scalable Wealth Management

At the center of this shift is Unified Managed Account (UMA) as the infrastructure powering scalable, personalized advice.

ABN AMRO publishes Annual Report 2025

The annual report features interviews with board members of ABN AMRO and of new parts of the organisation such as Hauck Aufhäuser Lampe and BUUT, our neobank for young people.

J.P. Morgan banks on Europe’s defence boom

J.P. Morgan was a joint global co-ordinator and stabilisation manager.

Citi’s Deborah Querub on the steady rise of digital assets in wealth management

She began working in risk management during the Global Financial Crisis of 2008, gaining a close view of the resilience and complexity of global markets.

Record net new money inflow: New bank reports best year of growth with stable profit

This was primarily driven by net new money inflows of CHF 735 million, a new record in the bank's history and significantly surpassing previous bests.

Clientis Group Reports Decline in Profit

Despite the challenging market environment, the group slightly increased its operating result by 0,6 percent to 201,5 million francs.

Mirabaud inaugurates renovated Paris headquarters to support its growth in France

This project forms part of the positive momentum of Mirabaud’s activities in France since the opening of its office in 2003 and aims to provide both teams and Clients with an optimised working environment.

Deutsche Bank publishes 2025 Annual Report and confirms outlook for 2026

This underscores the strength and resilience of our Global Hausbank.

Strategies investors can implement to boost the resilience of portfolios

Substituting a portion of direct equity exposure with capital preservation strategies can help investors capture most of any potential gains while limiting potential losses.

Citizens charts private bank expansion

The regional bank intends to add at least five private wealth teams this year, as it seeks to differentiate with integrated service for high-net-worth clients, the bank’s president said.

Swiss Post achieves solid annual result – pressure to act requires refinement of current strategy

PostFinance has also increased its operating result in a challenging interest rate environment and contributed to a solid Swiss Post result.

M&G plc Full Year 2025 Results

Strong momentum with £7.8bn net inflows from open business driven by Asset Management Group delivering diversified growth across segments and markets Confident outlook, firm commitment to 2025-2027 targets

Private equity investor warns over data failures at UK wealth firms

Some consolidators cannot properly gather basic metrics like net new money because of a lack of investment in their information systems

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Wealth and Asset Management