Managers of Wealth

Zurich-based asset manager establishes advisory board for digitalization and AI

The new body will advise the company on its digital and AI strategy, prioritize relevant initiatives, and support their implementation.

Coutts Crown Dependencies announces new Client Acquisition Team

She will focus on ensuring that each new relationship is introduced with a clear articulation of the bank’s investment offering and strategic outlook.

Nedbank Private Wealth included in The Sunday Times’ UK Best Places to Work rankings

The company has appeared in the listing since 2005.

CICC 2026 London Wealth Management Forum Successfully Held

Going forward, CICC will continue to leverage wealth management as a strategic pillar to better serve the "bringing in" and "going global", injecting fresh momentum into financial high-standard opening up.

Nomura eyes US asset management deals after Macquarie deal

That Macquarie transaction was Nomura's biggest since it took over parts of Lehman Brothers following the 2008 collapse.

Leading law firm for wealth management in Asia Pacific and Greater China

With a private client and tax team of over 40 in Asia and over 200 across 15 offices globally,

Why should entrepreneurs choose a private bank?

A private bank is built to handle such complexity, with bespoke solutions appropriate for each stage of the entrepreneur's journey.

Lombard Odier enhances investment risk framework across the Group through expanded collaboration with Bloomberg

Group-wide deployment of a unified investment risk framework across Wealth Management, Private Banking and Asset Management

Carson Group Welcomes Tungsten Wealth Management to Independent Advisor Channel

By aligning with Carson, the Tungsten Wealth team has access to resources, technology and strategic support, allowing them to focus on what they do best: serving clients and building lasting relationships.

Peregrine Wealth renew Vive La Vallette sponsorship for a fifth year

La Vallette has been redeveloped with accessibility, durability and sustainability at its core. Facilities now include modern changing rooms, a café, spaces for events and educational activities, and a new outdoor catering area.

Equiom recognised for estate planning expertise at WealthBriefingAsia Awards 2026

The WealthBriefingAsia Awards celebrate excellence and innovation across the private banking, wealth management and trusted adviser communities in Asia.

Private banker Christof Reichmuth: "Independence cannot be copied"

A distinctive feature of the bank is its focus on real asset investments, particularly in infrastructure.

Five Tips for Going from Solo Advisor to Teaming

What separates teams that grow from those that stall.

UK businesses accelerate cyber and AI investment amidst geopolitical tensions

Businesses are doubling down on technology investment, with rising AI investment now matched by a sharp increase in cybersecurity spending.

Butterfield Announces Agreement to Acquire Control of CIBC Caribbean in $1.8 Billion Transaction

Transaction unites two premier, full-service banking and wealth management platforms with complementary experience in international financial centers and attractive Caribbean markets to create a $29 billion financial institution

Lisa Petrie Ranked #8 on 2026 Forbes Best-In-State Wealth Advisors List

With more than 30 years of experience guiding wealthy families, Lisa Petrie has established a strong reputation for delivering thoughtful, long-term wealth strategies.

Hong Kong’s affluent planning lags despite wealth continuity gains

Around 80% had wills, trusts, or succession plans in place.

Risk-averse Britain is losing its brightest stars abroad: our task is ensuring they flourish here – our UK CEO in the Telegraph

If even a fraction of this capital pool was diverted into start-up and scale-up businesses through regulated funds, the impact on private enterprise could be transformative.

Investec delivers £922mn across FY2025/26, taking three-year total to £2.48bn

This reflects Investec’s continued support for clients across the market through debt capital, alongside its growing ability to deliver larger ticket sizes and support larger transactions.

Mackenzie Investments Announces Partnership with Waystone to Expand European Presence with Launch of Mackenzie UCITS Fund

Investors can benefit from the GQE Team’s holistic quantitative investment approach, which combines advanced data science with human insight in seeking to generate alpha while carefully managing risk.

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Wealth and Asset Management