Managers of Wealth

Financial planning service launched by Oakglen

The new service is a result of the integration of Jersey-based advisory firm HBFS into the Oakglen Group and its wealth management platform.

Eton Solutions Secures $58M Series C to Bring AI-Driven Wealth Management Technology to the World’s Leading Family Offices, PEs and Funds

Navis Capital Partners Leads Round to Accelerate AI innovation and Global Expansion of Solution That 800 Families Use to Manage More Than $1 Trillion in Assets

Karl Reichmuth: «UBS Should Make its Investment Banking Independent»

This would limit the risks for Switzerland and set the course for a more market-oriented economy.

WealthArc now connects to over 140 custodian banks worldwide, solving the toughest data challenge in AI-driven wealth and asset management.

New-generation data feeds across Switzerland, the US, UK, Monaco, and the Bahamas mark a major leap in global coverage.

Banque Heritage reports solid results in a challenging environment

Growth of assets under management helped offset the impact of the Swiss franc’s significant appreciation against the US dollar, as well as a generally less favourable interest rate environment.

The UK is losing wealth creators at an alarming rate

The uncertainty is being fuelled further by speculation around a wealth tax.

$48,000,000,000 Wealth Management Firm Sees S&P 500 Heading to Massive Price Target Triggered by AI Adoption, Disinflation and More

In a new CNBC interview, the Indianapolis-based Sanctuary Wealth says conditions are conspiring to push risk assets such as the stock market to new record-high levels by the end of the year.

Masttro Partners with Arch to Enrich Alternative Investments Reporting and Total Portfolio Visualization for Ultra-High-Net-Worth Families

Integration will streamline workflows and automate processes for tracking, managing and reporting on alternative investments

A new chapter of leadership at CPW

Stephen will be conducting a detailed handover with David as he transitions into his new role.

JP Morgan Private Bank hires investment team head in Zurich

Simone Grüninger joins the US giant after tenures at UBS and Credit Suisse.

FNZ strengthens partnership with ANZ through new digital platform enhancements

The enhancements include the introduction of New Zealand’s first Virtual Banking solution and a market-leading FX API, both designed to increase efficiency, reduce risk, and accelerate investment transactions.

Wesleyan accelerates platform push with FNZ partnership

Wesleyan’s Smoothed With Profits Fund is designed specifically to sit on independent adviser platforms

Schaffhausen Cantonal Bank Half-Year Report 2025

The significantly lower interest rate level had a particularly negative impact.

Deutsche Bank scoops 11 Euromoney awards globally

Established over 30 years ago, the Euromoney Awards are considered the most prestigious awards in the financial industry.

Growth, succession, and tailor-made services: Iván Basa explores our unique positioning in Spain

The Managing Director explains that Valencian autonomy provides a framework for legal certainty, which is extremely attractive to investors from both a domestic and international point of view.

RBC Wealth Management partners d1g1t for performance and risk analytics tech

RBC has also led a new investment round in d1g1t with support from JAM FINTOP to help fuel the fintech's US expansion plans.

Hong Kong's growing asset and wealth management AUM and tax reforms poised to attract global asset managers in 2025, says KPMG

Unified Funds Exemption (UFE) refinements, strong IPO market, and virtual asset regulatory clarity enhance industry competitiveness

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Wealth and Asset Management