Managers of Wealth

UBS publishes 2025 Annual Report

The report outlines UBS’s strategy, business performance, governance and compensation, as well as its risk and capital management.

Treading the boards: The market stage and the drama of diversification

Gold and ‘liquid alternatives’ typically behave differently to traditional asset types and could offer support against market volatility and geopolitical uncertainties.

Broadridge’s Distributed Ledger Repo Platform Achieves 457% Year Over Year Growth in February

February 2026 ADV of $362 billion, highlighting sustained institutional scale following breakout year

Bordier & Cie Singapore: A Capital-Strong Custodian for Independent Asset Managers

It reduces cross-business conflicts and reinforces the stability of the platform supporting their end-clients’ assets.

Barclays and NatWest highlighted in a deep dive into European lenders

NatWest Group also holds a 'buy' rating with a target price of 780p, while Lloyds Banking Group is rated 'neutral' with a target of 108p and HSBC is rated neutral with a target of 1,404p.

UBS Private Wealth Team With $1.7 Billion Jumps to Wells FiNet in Minnesota

The group includes advisors Derek J. Cherne, Dean Breitbach, Keith Burke, Daniel Miller, Clayton Knutsen, Andrew Knutson and his brother Peter Knutson along with five support staff.

Söderberg & Partners invests in three UK advice firms

MoneyWeb Financial Advisers manages around £300m in assets for more than 600 private clients and 50 corporate clients.

UBS OneASEAN Summit 2026: Connecting global investors with on-the-ground perspectives in Southeast Asia

Southeast Asia continues to be a strategic alternative for investors.

Avanza Private Banking Clients to Gain Access to Kepler Analyses, Reports Finwire

Clients' stock portfolios will be automatically rebalanced and adjusted according to a strategy designed for long-term growth.

Information on Leonteq's shareholder base

The transaction is subject to customary approvals by the relevant supervisory authorities and is expected to complete in the third quarter of 2026 at the latest.

Praxis Solutions Launches WealthHawk to Help Advisors Drive Organic Growth

Each signal is paired with context surrounding the life event and enriched through multiple data sources, giving advisors the insight, they need to engage personally rather than prospect blindly.

‘We won’t hide’: Blackstone’s Aussie push amid private credit pain

The woman behind Blackstone’s giant wealth management business says the private credit crisis is just noise, and the only way to fight it is with transparency.

Lombard Odier to close private markets evergreen fund

The closure of the semi-liquid fund comes following a review which decided that it is unlikely to see significant growth.

SJP calls for profession to ‘evolve’ as it hits 1,000 female advisers milestone

SJP has reached this milestone amidst what is seen to be the biggest wealth transfer to women in history, with women now projected to be holding over half of the UK’s wealth.

Wealth managers trapped in transformation illusion

While private banks talk endlessly about their digital transformation agenda, many are simply applying ‘tech lipstick’, which pastes AI tools onto creaking platforms

The Oasis Group Releases AI Readiness Index™, First Maturity Benchmark for Wealth Management Industry

Exclusive tool for fiduciary wealth management firms measures both governance control and technology sophistication across 70 diagnostic questions

Mercer Advisors Launches National Women & Wealth Practice

Executive Managing Partner Laura Combs to lead firm’s efforts to deepen its industry-leading commitment to championing Economic Freedom™ and fiduciary excellence for women

Chubb Wealth debuts in Hong Kong’s growing private wealth market

Chubb-backed platform targets professional investors with curated global funds and exclusive private market strategies

Raymond James Sees Cross-Selling Ban as a Plus in Attracting Advisors

Raymond James Private Client Group President Tash Elwyn echoed CEO Paul Shoukry’s aversion to cross-selling, saying recruits to the firm feel clients are left out in such product pushes.

Rothschild & Co Earns Significantly Less

The bank generated net new money of 802 million francs there, of which well over 535 million francs were recorded in the first half of the year.

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Wealth and Asset Management