Managers of Wealth

Strategic wealth management in Campbell River for life’s evolving needs

That larger picture includes financial planning, retirement planning, estate planning and elements of tax and insurance planning.

Switzerland Residency by Investment 2026: A Strategic Playbook for Global CEOs

Switzerland residency by investment: who this is really for

EFG International to acquire Zurich-based private bank Quilvest Switzerland

The closing of the transaction is expected in the third quarter of 2026 and subject to regulatory approval.

Intesa Sanpaolo's New Business Plan Focuses on International Growth, Technology, and Wealth Management

The strategy will prioritize organic growth, with no consolidation targets, in order to avoid Antitrust restrictions in a now saturated domestic market.

Federated Hermes plans to open Hong Kong office

The Hong Kong office will add to the US asset manager's Asia Pacific offices in Singapore, Tokyo and Sydney.

SNB makes adjustment to the interest rate on sight deposits

Reduction of the factor for the limit from 16.5 to 15

Helvetia Baloise intends to merge asset management units

Helvetia Asset Management AG will be dissolved upon registration of the merger in the commercial register.

Merit Financial Advisors Acquires $260M SSC Wealth

As part of the acquisition, four SSC Wealth members, including partners and wealth managers Bert Falley and Michele Hammann, will join Merit Financial Advisors as regional VP and partners at Merit Financial Advisors

UBS Global Wealth Management on why innovation is the true differentiator

Spear's award winner 2025: Despite its 163-year history, UBS continues to push the boundaries of modern wealth management through digital innovation and client choice

UBS Announced as Sponsor of Play Celebrating Local Talent in Jersey

Half of the cast is made up of local performers, supporting Jersey-based creative talent and strengthening the Island’s cultural sector; a commitment shared by UBS.

Nominate standout talent for the Wealth Professional Awards 2026

Help recognise Canada’s top advisors at Liberty Grand on 4 June 2026 – nominations close 13 February

Barclays and FactSet enter a multiyear strategic agreement

FactSet will provide Barclays with access to a comprehensive suite of its products, data, and enabling solutions alongside ways of working to ensure delivery of the best solutions for customers and clients. 

How wealth managers can adapt to global trends – and grow

Highlights from Oliver Wyman experts show how firms and advisers can prepare for fast-changing technology, client expectations and squeezed margins.

Nomura: Meeting evolving client needs in wealth management

Nomura leaders on expanding wealth management opportunities in the Middle East and Asia

International Equities 2026 Outlook - Fundamental strength should be rewarded in 2026

Why cyclical leadership may give way to quality, earnings resilience and cash-flow growth

Wealthy investors’ policy purchases propel Hong Kong life insurance sales to another peak

The industry wrote US$34 billion worth of life policies in the first nine months of last year

Banking behemoth JP Morgan Nutmegs rivals with purchase of WealthOS

JP Morgan Chase has swooped to buy pensions technology platform WealthOS for an undisclosed sum, according to an internal memo circulated by the American banking giant and seen by Sky News.

UBP Annual results 2025

Union Bancaire Privée’s client assets increase by 19.5% to CHF 184.5 billion

Wealth management and the tokenised future

With its latest move, the company, which launched in 2007 and now has more than 40 million registered users, will be launching US equities as ERC20 tokens on the Ethereum blockchain.

Annual Financial Statement 2025 Regiobank

Regiobank looks back on a successful financial year 2025.

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Wealth and Asset Management