Managers of Wealth

Mediobanca’s top private bankers decamp to Deutsche Bank

Move by German lender comes in the wake of Milanese lender’s takeover by Monte dei Paschi

Barclays Announces Sponsorship of Atlassian Williams F1 Team

As part of the multi-year sponsorship, Barclays will be the Official Banking Partner for the Williams team and will become the team’s primary corporate bank.

Brookfield Asset Management Announces Record 2025 Results and 15% Dividend Increase

Fundraised a Record $35 Billion in the Fourth Quarter; $112 Billion for 2025

Rothschild & Co Strengthens Private Bank With Ex-Edmond de Rothschild Bankers

The post highlights Rothschild & Co’s assertion that the bankers were available on the market and that no rules were breached, yet the transfer underscores lingering tensions as both entities extend their reach into overlapping geographies such

How RBC Wealth Management uses AI in their talent pipelines

AI could replace many of the tasks performed in entry-level work, but RBC WM’s Head of Training and Development sees opportunity

Standard Chartered has launched ‘Invest Like Champions’ Campaign with Liverpool FC

This is brought to life by mapping key roles of Liverpool FC players on the field to distinct wealth investment tactics.

PIMFA appoints Morningstar as new Sole Index Series’ Provider

PIMFA has appointed Morningstar Indexes to manage the UK wealth management industry’s key benchmarks from March 2026.

Johnston Carmichael Wealth rebrands to Partners Wealth Management brand following successful integration

Johnston Carmichael Wealth (JCW) has formally joined with and rebranded to Partners Wealth Management following its acquisition last March.

Amundi: 2025 4th Quarter and Annual results

Amundi Technology recorded another strong growth in its revenues

Belfast-based wealth advisory firm to open new Dublin hub to support cross-border needs of clients

Pacem Advisory now has £212m in assets under its management

The great wealth transfer: turning heirs into clients

Most wealth managers have built their businesses on the preferences, goals and communication styles of baby boomer clients.

Asia's ultra-wealthy drive insurance revenues at private banks

Jumbo policies, multi-generational planning, and cross-border flows are fueling a surge in insurance among Asia’s wealthy, and private banks have become major beneficiaries of the trend.

Standard Chartered Expands Wealth Management in China with New Shenzhen Priority Private Centre

This launch follows similar centres established in Beijing, Shanghai, and Hangzhou, designed to offer bespoke wealth management solutions for high-net-worth clients.

Ritholtz Wealth Management Executes Employee-led Succession Plan to Create Industry’s Most Visible, Dominant “Forever Firm”

Industry and media titan Barry Ritholtz expands equity ownership to more firm employees

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Wealth and Asset Management