Managers of Wealth

The great wealth transfer: turning heirs into clients

Most wealth managers have built their businesses on the preferences, goals and communication styles of baby boomer clients.

Asia's ultra-wealthy drive insurance revenues at private banks

Jumbo policies, multi-generational planning, and cross-border flows are fueling a surge in insurance among Asia’s wealthy, and private banks have become major beneficiaries of the trend.

Standard Chartered Expands Wealth Management in China with New Shenzhen Priority Private Centre

This launch follows similar centres established in Beijing, Shanghai, and Hangzhou, designed to offer bespoke wealth management solutions for high-net-worth clients.

Ritholtz Wealth Management Executes Employee-led Succession Plan to Create Industry’s Most Visible, Dominant “Forever Firm”

Industry and media titan Barry Ritholtz expands equity ownership to more firm employees

Intesa Sanpaolo’s 2026–2029 Business Plan: scaling a proven model

The new Business Plan marks the natural transition at the end of the Group’s 2022–2025 plan.

Quilter’s WealthSelect locks in gold profits once again prior to price falls

Investors can trade both whole and fractional shares within a Robinhood stocks & shares ISA, giving them greater flexibility in how and where they invest.

Presentation of the 2025 full-year results for the Julius Baer Group

The Board of Directors will propose an unchanged ordinary dividend of CHF 2.60 per share for the financial year 2025.

Zuger Kantonalbank achieves a good annual result in 2025

During the reporting year, geopolitical tensions and US tariff policy led to volatile financial markets.

Raymond James recruits $1B veterans from Merrill

Group joins the firm’s employee channel, citing culture, leadership access and long-term fit.

5 wealth management trends for South African HNW families in 2026

Strategic insight, experience, and emotional intelligence are qualities machines cannot imitate.

Citi Enriches Private Market Offerings for Citigold Private Clients in Collaboration with Blackstone, Blue Owl and KKR

Citigold Private Clients will gain access to alternative asset classes including private equity and private infrastructure

Morgan Stanley Wealth Management Pulse Survey Reveals Continued Bullishness Amid Market Volatility

Investors press pause on portfolio moves

AWAG enters joint venture to develop wealth manager

The Australian Wealth Advisors Group has made a strategic investment into a chartered accountant practice, entering into a joint venture to develop wealth management services.

Firenze partners with wealth management firm, Artorius

Clients of Artorius will be able to borrow against the value of their investment portfolios without selling assets – known as Lombard lending.

Nominations Open for 2026 Wealth Management Industry Awards

Expanded categories spotlight innovation across partnerships, advisor intelligence, RIA leadership, recruiting, and modern storytelling

Santander announces changes to its branch network as it continues to transform for the future

Santander Locals provide face-to-face support for customers in areas where a branch has been closed, and a Banking Hub is not required.

Jupiter Appoints BNY to Deliver Streamlined Operating Model

Through this strategic relationship, Jupiter has consolidated back-office services for its offshore jurisdictions with BNY as well as outsourcing its middle office operations.

BlackRock and Partners Group Launch First-of-Its-Kind Private Markets SMA for Wealth Platforms

BlackRock and Partners Group previously announced a strategic partnership to transform retail wealth access to private markets through the introduction of a SMA portfolio solution.

Equiom Group named Trust Company of the Year – UAE at Citywealth International Awards

This recognition reflects Equiom’s depth of expertise, robust governance standards and consistently high quality of service delivered to clients in the Middle East.

CaixaBank posts a net profit of €5.89 billion in 2025, up 1.8%, driven by strong business growth

CaixaBank, with more than €664 billion in assets, serves 20.7 million customers in Spain and Portugal through a network of over 4,500 branches.

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Wealth and Asset Management