Managers of Wealth

Wealth managers must steer past the island of misfits

Fragmented, legacy-laden private client portfolios can carry hidden friction that often surfaces at the wrong moment in the market cycle

“We intend to play a full role in supporting European competitiveness”

On top of these conflicts, growing geopolitical tensions are fuelling uncertainty and undermining the stability of the global economy, in turn leading to an increasingly unstable and challenging environment for all players.

Stratos Wealth Fully Acquires 11 Partner Firms with $4.8B In Assets

Stratos, which is owned by asset manager and fintech SEI, has completed the move to bring on both solo and multi-advisor teams across seven states.

Broadridge Establishes Strategic Glasgow Hub to Strengthen Global BPO Delivery

New UK delivery center strengthens Broadridge’s global footprint and enhances resilient, near-shore operational support for leading global financial institutions

OWIN26. CA Italia: The Next Gen challenge is won with an integrated ecosystem.

This was one of the themes that emerged during OWIN26, the event organized by Objectway in Sorrento, which featured Simona Feudatari, COO of Indosuez Wealth Management Italia, on stage.

UBP Weekly View - Markets in motion: earnings versus geopolitics

The Iran conflict continues to drive oil-price and rate volatility, while this week's US-China summit and Consumer Price Index (CPI) data will be the key catalysts to watch.

Saltus wins Wealth Management Company of the Year at Money Age Awards

Saltus was selected ahead of a strong field of peers, reflecting the continued strength and evolution of its wealth management proposition.

Barron’s Recognizes William Blair Wealth Management Teams

The recognition highlights the depth of William Blair’s Private Wealth Management and the firm’s commitment to delivering personalized advice across generations, industries, and evolving client needs.

Legacy systems slowing AI transformation across wealth sector

The panel highlighted how organisations are increasingly layering AI capabilities over existing systems rather than replacing infrastructure entirely.

French wealth manager enters UK market with IFA buy

Groupe Allen acquires London-based Altyx

Indosuez, the wealth management subsidiary of Crédit Agricole, announces the launch of a new range of active ETFs

The initial range will include four active ETFs covering global equity and fixed income markets, with two distinct approaches:

UBS: one third of families are transferring wealth to next-gen

But in Asia Pacific, wealth transfer is seen as a family milestone compared with Europe and North America, according to the report.

Why UHNW Families Must Evaluate Troubleshooting Mastery When Selecting A Wealth Manager

The more wealth there is, the more there is to oversee, and the more likely it becomes that something could go wrong both professionally and personally.

Treasury Partners Founder Richard Saperstein Named to the Barron’s Top 100 Financial Advisors List

Treasury Partners was also named to the 2026 Barron’s Top 250 Private Wealth Management Teams list.

Ritholtz Wealth Management Launches ‘Porterhouse’ Equity SMA Strategy in Partnership with Franklin Templeton

Named for focus on quality, new momentum strategy incorporates both fundamental and technical factors to selectively target market leaders

Bergos Annual Report 2025

The 2025 financial year was shaped by a demanding and rapidly evolving environment characterized by macroeconomic uncertainty, geopolitical tensions, and structural changes in the capital markets.

France’s Groupe Allen buys UK wealth manager Altyx

The deal also includes Altyx Corporate, which advises employers on pensions and staff benefits.

ABN AMRO posts net profit of € 693 million in Q1 2026

The Dutch economy has remained resilient so far, although the war in the Middle East has increased uncertainty.

SEI Sponsors Golf Pro Braden Shattuck at PGA Championship

Company Supports Greater Philadelphia Talent as Championship Comes to the Region

AlTi Global Q1 2026 slides: 28% revenue growth, UHNW focus drives results

The disconnect between operational performance and stock price reflects broader market volatility and ongoing investor concerns about wealth management sector headwinds.

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Wealth and Asset Management