Managers of Wealth

Factory Capital targets athletes and creators with institutional wealth management launch

New LA-based RIA combines traditional advisory services with cultural ecosystem spanning sports, entertainment and entrepreneurship.

ZA Bank partners with Industrial Bank to launch cross-border wealth management scheme

Subsequently, they can open and operate a Southbound Scheme Dedicated Investment Account via the ZA Bank App to invest in eligible wealth management products in Hong Kong.

Morgan Stanley’s Christina Au-Yeung: Avoid market complacency and unintended concentration

Wealth management is similar to being a family doctor, says Morgan Stanley PWM Asia’s Christina Au-Yeung.

RBC BlueBay Launches U.S. High Yield Bond Fund

The Fund builds on the success of its existing U.S. sister vehicle, which surpassed $1 billion in assets last year.

Blackstone private credit fund caps withdrawals as redemption requests jump

The attempts to cash out indicate wealthy individuals are continuing a recent retreat after many years of piling into funds that give them exposure to assets that rarely trade.

EastWest Bank expands wealth management services for high-net-worth clients

Clients will also receive support from relationship managers trained by the Singapore Management University, along with access to regular market updates, economic briefings and other advisory sessions.

Foundation for Financial Planning Showcases How Morgan Stanley Wealth Management Mobilized Hundreds of Advisors for Pro Bono Service

New "Pro Bono in Practice” case study explores how the world’s largest wealth manager built one of the industry’s largest advisor engagement initiatives for pro bono financial planning

Global millionaire population jumps by nearly 2 million in 2025, driven by strong stock market performance worldwide

A robust equity market performance and easing inflation drove HNWI wealth creation in 2025, growing the global millionaire population by nearly 2 million to 25.3 million individuals.

Finalists Announced for the 2026 Wealth Management Industry Awards

Record-Breaking Year Reflects Accelerating Innovation Across Wealth Management

UBS AM: Managing the ‘disconnect between the macro and micro’

A more granular, thematic approach is increasingly necessary for multi-asset investing, says UBS AM’s asset allocators.

Partners Group expects solid net AuM growth for 2026 despite recent uncertainty around evergreen redemptions

In the context of its evergreen platform, the firm expects its fundraising to exceed outflows in H1 2026.

The biggest misconception about Swiss private banks

Many also feel they don't fit into the glamorous world of a private bank.

WRISE Group Launches WRISE Master Trust in Hong Kong

Redefining Global Generational Wealth and Legacy Architecture for HNWIs and Family Offices

Private banking in Spain: raising the bar in a changing wealth landscape

Rather than curbing growth, this situation is giving rise to greater differentiation between models. Clients still seek advice, but they are becoming more demanding and selective.

Wealthspire’s Ground Control Business Management Acquires Arena Wealth

Acquisition marks Ground Control’s second UK transaction and expansion in serving professional golfers

Fortune names Citi CEO Jane Fraser the most powerful woman in business for 2026

During the event, Fraser and the leaders of Citi’s five businesses outlined the bank’s strategy to deliver stronger, more durable returns and presented new near-term and medium-term Return on Tangible Common Equity (RoTCE) targets.

Goldman Sachs open to asset and wealth management M&A

Speaking at The Economic Club of New York on 2 June, CEO David Solomon said the company is willing to buy to maintain 'high single-digits growth'.

Northern Trust Asset Management Announces Adaptive Equity Funds

A Next‑Generation Systematic Approach Designed to Pursue Alpha Across Market Cycles

Ninety One inflows turns positive with £2.8bn haul

Demand for its global and natural resource strategies, particularly among Asia Pacific clients, offset outflows from UK clients.

Bank J. Safra Sarasin buys Saxo Bank and access to fintech

Swissinfo looks at some of those deals, why they matter and challenges they raise looking forward.

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Wealth and Asset Management