Managers of Wealth

Julius Baer AUM hits SFr 528bn, signals “substantially higher” H1 profit

The bank attributed the increase to supportive market movements and SFr 3bn in net new money.

Bankers should definitely avoid these mistakes when looking for a job.

At the same time, the number of job openings at major Swiss banks has almost halved within a year.

Frank P Matthews wins Gold at the RHS Chelsea Flower Show – a milestone shared with sponsor Lombard Odier

The award-winning display featured more than 50 flowering Malus trees alongside specialist trained fruit forms.

Why JPMorgan is looking for wealth managers with emotional intelligence

The Wall Street giant’s international private bank head Adam Tejpaul says there are ‘more than enough’ people with quantitative skills — it is getting to know clients that matters going forward

Singapore regulator seeks faster private bank onboarding

The Monetary Authority of Singapore said lenders should bring account opening times down to within one month by the end of this year.

Investec updates its Private Client growth strategy

The model is locally delivered with a clear segment focus, ensuring relevance and meeting its clients’ needs.

AI is boosting asset managers’ investment operations, but humans still call the shots, according to a new Mercer report

A majority of firms – 55% of respondents – have integrated AI into at least one of their investment processes, while 27% report integrating AI as a pilot or proof-of-concept.

Fairway Group Enhances Client Onboarding Through Vaiie Strategic Partnership

Vaiie has worked closely with Fairway to implement its purpose-built SaaS onboarding platform across the Group’s Jersey office, with a roadmap for future international rollout.

7IM posts record Q1 net sales amid platform expansion

The firm’s advised net-to-gross sales ratio also doubled to 49.6%, reflecting stronger asset retention and growth across both organic and acquisition-driven channels.

Julius Baer: Interim Management Statement for the first four months of 2026*

This overall strong performance was driven by record-high assets under management, exceptionally strong client activity, and sustained cost discipline.

Close Brothers accelerating cost cuts as motor finance bill mounts

The group revealed in March it was cutting around 600 jobs – nearly a quarter of its 2,600-strong workforce – over the next 18 months across its teams in the UK and Ireland under the cost saving overhaul.

Master Charitable Trust named ‘Best UK Donor Advised Fund 2026’

It is a pleasure to support the generosity of Master Charitable Trust donors, and a privilege to uphold the bank’s longstanding tradition of pioneering philanthropy.

UBS Wealth Management EMEA Head Relocates to the Middle East

In addition, the bank is making changes to the regional structure within the division.

Schroder Oriental Income Fund Limited - Half Year Results

The Trust aims to tap into the Asian income story by focusing on quality companies with attractive dividend growth prospects.

Schroders seeks transfer of three China funds to Neuberger Berman

The move involves the transfer of part of the mutual fund business run by Schroders' wholly owned China unit to Neuberger Berman.

CaixaBank and Funcas strenghten their partnership in financial education to address new digital and financial challenges

The agreement between CaixaBank and Funcas, which is being renewed for the eighth year in 2026, reflects the commitment of both institutions to providing financial education for the public.

Private banks risk missing over USD100 trillion opportunity as women’s wealth soars

This is partly as many are failing to understand some of the gender differences between male and female investors.

Investing in young people: the commitment of the Delen Private Bank Philanthropy Fund

The Fund – managed by the King Baudouin Foundation – supports projects for young people facing social, mental, or education-related vulnerabilities.

LPL Financial Welcomes Cebert Wealth Advisors

The firm works primarily with retirees, pre-retirees and multigenerational families seeking guidance on managing, preserving and transferring wealth through retirement.

UBS Advisor Michael R. Doren Named to Forbes Best-in-State Wealth Advisors List

With more than 35 years of experience, he focuses on helping clients simplify their financial lives through disciplined, personalized advice.

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Wealth and Asset Management