Managers of Wealth

Schroder Oriental Income Fund Limited - Half Year Results

The Trust aims to tap into the Asian income story by focusing on quality companies with attractive dividend growth prospects.

Schroders seeks transfer of three China funds to Neuberger Berman

The move involves the transfer of part of the mutual fund business run by Schroders' wholly owned China unit to Neuberger Berman.

CaixaBank and Funcas strenghten their partnership in financial education to address new digital and financial challenges

The agreement between CaixaBank and Funcas, which is being renewed for the eighth year in 2026, reflects the commitment of both institutions to providing financial education for the public.

Private banks risk missing over USD100 trillion opportunity as women’s wealth soars

This is partly as many are failing to understand some of the gender differences between male and female investors.

Investing in young people: the commitment of the Delen Private Bank Philanthropy Fund

The Fund – managed by the King Baudouin Foundation – supports projects for young people facing social, mental, or education-related vulnerabilities.

LPL Financial Welcomes Cebert Wealth Advisors

The firm works primarily with retirees, pre-retirees and multigenerational families seeking guidance on managing, preserving and transferring wealth through retirement.

UBS Advisor Michael R. Doren Named to Forbes Best-in-State Wealth Advisors List

With more than 35 years of experience, he focuses on helping clients simplify their financial lives through disciplined, personalized advice.

Italy's Intesa among bidders for Spanish private bank Singular, sources say

Intesa Sanpaolo Joins Bidders for Singular Bank as Warburg Pincus Plans Sale

Fideuram Direct in Belgium and Luxembourg: international growth continues

The established presence of the Intesa Sanpaolo Group in the region through Intesa Sanpaolo Wealth Management further strengthens this positioning.

Partners Group Bets on Rivals and Retail in $450 Billion Growth Push

Swiss asset manager builds stakes in Brookfield, Blackstone, Ares while trimming KKR/TPG; targets $450B AUM by 2033 via new retail-focused fund structures.

The 2026 Australian Wealth Management Summit returns

The highly anticipated 2026 Australian Wealth Management Summit will return on 13 August at the Shangri-La Sydney.

Fintech Giant Plans Expansion Leveraging Swiss Expertise

The Swiss wealth management market remains one of the most demanding, yet also one of the most attractive, markets in Europe for international technology providers.

Cazenove Capital and Blue Earth announce three‑year strategic partnership

Through its Summit, Forum and year‑round platform, it aims to connect capital with solutions that address some of the world’s most pressing social and environmental challenges.

Investec eyes City hiring spree in major move into UK private banking

The expansion will boost its banking presence in London, as it seeks out wealthy clients for what will become a ‘full service primary bank”.

UBS loses Middle East wealth bankers it hired two years ago

The bank had hired Al Emam to grow its business in Abu Dhabi, and Khunji to run its wealth unit in Bahrain and the Eastern Province of Saudi Arabia.

4M26: Record net profit in excess of CHF 130 million; annualised NNA growth rate¹ of 6% - EFG International

Revenue margin was 93 basis points in the first four months of 2026, compared to 97 basis points for the first four months of 2025 and 93 basis points in the second half of 2025

Fenchurch, Ardea score roles as private equity-backed wealth firm AFH explores sale

Bankers score mandates as £11bn business mulls its future ownership

BLKB headquarters is being renovated with a focus on the future.

The BLKB headquarters on Rheinstrasse in Liestal is undergoing a comprehensive renovation after approximately 50 years and is being adapted to future requirements.

The agentic AI productivity wave is heading for wealth management

Agentic AI capabilities could help firms lower cost-to-serve, enhance advice quality and delivery, improve adviser and client experience, and drive competitive differentiation

Wealth management: Getquin raises €12m

The company now aims to accelerate its transition from a wealth tracking tool to a more comprehensive digital wealth management solution.

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Wealth and Asset Management