Managers of Wealth

Success for UBS in the USA: Green light for the US banking license

The last hurdle has also been cleared: UBS has received a national license in the USA.

Quilter Academy celebrates graduation of latest cohorts after 124 new advisers qualified in 2025

Quilter chief executive Steven Levin and academy director Chris Jones addressed the group, outlining the importance of continued professional support as graduates begin their careers in advice.

Results of today’s Annual General Meeting EFG International

At today’s Annual General Meeting (AGM) of EFG International, shareholders approved all the motions proposed by the Board of Directors, including the payment of a dividend of CHF 0.65 per share.

Double Recognition for Hoxton Wealth at the Professional Adviser Awards 2026

Winning Best Adviser Website highlights Hoxton Wealth’s commitment to making financial planning more understandable and accessible.

Jersey’s private wealth proposition recognised with fourth consecutive WealthBriefing European Award win

The Awards, now in their fourteenth year, celebrate companies, teams and individuals that have excelled across a broad range of financial services in the European private banking, wealth management and trusted adviser sectors.

RBC Wealth Management recognized for high-net-worth client service and succession planning at Euromoney Private Banking Awards 2026

This year marks the fourth consecutive year RBC Wealth Management has been recognized by Euromoney for its continued excellence in the industry.

BlackRock’s Larry Fink warns AI may intensify wealth inequality

CEO of world’s biggest asset manager says rich backers of artificial intelligence could reap most of the rewards

BDCs and Wealth Managers Most Vulnerable to AI-Driven Credit Risk

Wealth managers are identified as highly vulnerable to business model disruption as AI-enabled model portfolios and direct indexing platforms offer low-cost alternatives to traditional advisory services.

Double Recognition at WealthBriefing European Awards 2026

The Wealth Planning Team was recognised for its outstanding ability to manage complex, cross-border mandates for high-net-worth (HNW) and ultra-high-net-worth (UHNW) clients.

GAM Alternatives Fund managers call on Liontrust Asset Management to commence immediate strategic review

On 23 March 2026, the portfolio managers of the GAM Global Opportunities Fund and the GAM Global Special Situations Fund published an open letter

Chubb Launches Wealth Platform Targeting Hong Kong’s High-Net-Worth Segment

The launch comes amid continued expansion in Hong Kong’s private wealth sector.

887 Billion Francs: Independent Asset Managers Rival UBS in Switzerland

Measured by assets under management, the more than 1,300 independent asset managers (IAMs) in Switzerland operate in a league that is often underestimated even by seasoned observers of the financial center.

Marina Cristiani Wins Silver at the 2026 Citywealth Powerwomen Awards USA

The Citywealth Powerwomen Awards USA celebrate leadership, innovation and progress towards greater equality across the financial services industry.

Private banking awards national winners 2026: Netherlands

In 2025, its fee income rose 20% year-on-year and net flows increased 139%

Strategic: Optimize your leverage

For investors with a high risk tolerance, borrowing can also boost returns if expected gains exceed costs.

The Intelligent Allocator: the cost of hedging - a certain price for an uncertain payoff

The instinct to act is not irrational, but it can be expensive, and this expense can go unnoticed.

$4.7B Wealth Unit Spins Out from Baker Tilly

Seattle-based Threadline Wealth launches with backing from The Cynosure Group and a group of employee owners.

Manulife Named "Asia's Best Insurance Provider for Wealth Management" by Euromoney

The win reflects the company's strong growth momentum, innovative product suite, unmatched cross-border service capabilities, and deep relationships with its distribution partners.

Saffery Private Wealth Team wins three categories at the WealthBriefing Awards 2026

These awards celebrate the depth of expertise, technical strength, and consistently high-quality client service delivered by our Private Wealth specialists.

Wealth demand for private credit holds firm despite fresh liquidity concerns

Samuel Leach, head of investor relations at TAB, says the wealth channel will play a central role in the growth of private credit

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Wealth and Asset Management