Managers of Wealth

Julius Baer publishes Global Wealth and Lifestyle Report 2026

The report highlights the growing importance of currency and mobility in a fragmented global economy.

Standard Chartered partners BlackRock to launch Asia Pacific multi-asset fund

This latest partnership marks the 8th under the Bank’s VCC platform

Successful apprentices of the Obwalden Cantonal Bank

The Obwalden Cantonal Bank congratulates eight young professionals on successfully completing their apprenticeships. Six of them have decided to continue their careers at the bank.

Aspen Standard Wealth Welcomes CWS Financial Advisors to Its Growing RIA Platform

Aspen’s affiliated RIAs now total $15 billion in assets under management

Fairstone launches Aberdeen hub after double acquisition

The wealth manager has bought independent financial advice firms City Gate Aberdeen and Albyn Associates, both based in Aberdeen.

Hightower Signature Wealth Continues Expansion with Addition of $5B+ from Three Advisory Practices

The model is designed to allow advisors to spend more time focused on clients while benefiting from the scale and resources of a larger organization.

A successful credit long/short strategy: the UBP-Brigade partnership

Brigade’s extensive expertise in corporate credit and structured credit made it a natural fit to design and manage this capability.

Schroders Wealth Management responds to growing UHNW complexity with new Global Wealth Advisory service

The service complements Schroders Wealth Management’s existing investment management, wealth planning and family office capabilities.

Crestbridge Fiduciary achieves triple win at Jersey Compliance Awards

In addition, judges pointed to Claudia as a team member who has “established credibility and demonstrated meaningful impact” as well as her “learning agility and initiative in the face of operational challenges”.

Rise of the engaged investor: How wealth management is being rewritten

This Industry Insight is produced in commercial partnership with Commonwealth Private.

The true test of innovation in wealth management

These developments have implications for advice businesses which must keep on top of the latest investment products and services, and the potential role they play in delivering strong client outcomes.

ING accelerates growth in Private Banking with strategic investment in leading Spanish wealth manager Singular Bank

Both parties will work on further commercial cooperation in already identified, tangible opportunities for growth in client base and assets under management, access to new business prospects, and strategic insights.

Withers Italy recognised as 'European Private Client Team of the Year' at the Chambers High Net Worth Awards 2026

Organized by Chambers and Partners, the High Net Worth Awards are based on the annual independent research conducted by the Chambers High Net Worth Guide, a benchmark for the international high-net-worth advisory market.

Schroders accelerates strategic reshaping of Wealth Management through sale of Benchmark to Söderberg & Partners and establishes long-term asset management partnership

It creates a focused Wealth Management business centred on Cazenove Capital in the UK and Schroders Wealth Management internationally, enabling continued investment in people, technology, and client capabilities.

J. Safra Sarasin Group to acquire remaining stake in Saxo Bank, with Kim Fournais remaining Chairman of the Board of Directors

Kim Fournais will remain Chairman of the Board of Directors of Saxo Bank.

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Wealth and Asset Management