Managers of Wealth

Is private credit under pressure?

This ensures that the funds continue to operate in an orderly manner, particularly important given the illiquidity of the underlying assets.

Raiffeisen to buy BBVA’s Romanian unit in €591m deal

The deal remains subject to regulatory approvals and is expected to complete in the fourth quarter of 2026.

J Safra Sarasin reports higher AUM and profits

The private banking group’s cost/income ratio fell but was still a healthy 48.6%.

Top private banks reveal selector pay dilemmas

Not every bank structures pay the same, as shown in our Andermatt roundtable.

HSBC Singapore unveils refreshed mobile app with expanded wealth services

Customers can customise their homepage and have access to enhanced wealth tools.

Team to acquire Epic investment mandates and Epic Guernsey business

The company said the mandates are mainly multi-asset, fund-based and discretionary, and fit with its current investment approach.

The declining acceptance of cash does not escape the public's notice

The public's need for cash to be available and usable as a means of payment remains high.

Mirabaud Wealth Management head of investments emphasises diversification amid market uncertainty

He reports to Camille Vial, CEO of the Bank.

Manulife strikes global partnership to expand wealth and retirement reach

Transatlantic alliance with UK’s L&G includes distribution and investments to boost global wealth solutions offering

Variable pay dominates – high-net-worth individuals expect non-salary income to play a bigger role: Investec

Non-salary income such as bonuses and one-off payments expected to make up a greater share of earnings for high-net-worth individuals

53 UBS financial advisors in the Southeast Region named to the Barron’s Top 1500 Financial Advisors list

The 2026 Barron’s Top 1500 Financial Advisors list is compiled based on a variety of criteria including revenue produced for their firm, assets under management, quality of practice, and regulatory record, among other factors.

Head of PBWM Segment Management

This role integrates segment strategy, marketing, operational support, performance analytics, and business case management to ensure a best‑in-class client and advisor experience across all channels.

Citibank Announces $2 Billion Redemption of 5.438% Notes Due 2026 and $1 Billion Redemption of Floating Rate Notes Due 2026

The cash redemption price for the notes payable on the redemption date will equal par plus accrued and unpaid interest to, but excluding, the redemption date.

Firenze and Third Financial Join Forces to Offer a Multi-Million Pound Estate-Planning Solution

The borrower, an Executive of a UK company, held a substantial investment portfolio but sought access to liquidity without selling assets, triggering CGT, or transferring custody.

Women and the Great Wealth Transfer: The Shifting Center of Wealth Stewardship

This includes roughly $54 trillion expected to initially move through inter-spousal transfers, with 95% of surviving spouses projected to be women.

WRISE Group Partners with China Asset Management (Hong Kong) to Offer Exclusive Access to Asia Bond Fund high dividend yield share class in Hong Kong Debut

This partnership reflects our commitment to delivering innovative and performance-driven investment solutions to a broader audience.

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Wealth and Asset Management