Managers of Wealth

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.

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.

Six questions about investing in the evolving energy system

Damian Payiatakis, London UK, Head of Sustainable & Impact Investing; Niall MacDowell, Head of Climate Technology for Barclays and Professor of Energy Systems, Imperial College London

Where patience takes root: 125 years of building a family business at Frank P Matthews

It is in this context that Lombard Odier is sponsoring Frank P Matthews at this year’s show, bringing together two legacies shaped over time.

Scotiabank to Offer Wealth-Management Services to State Bank of India's High-Net-Worth Clients in Canada

The Indian bank currently offers full-service retail, commercial and corporate banking services to clients in Canada.

Global wealth detaches from borders as 1 in 5 ultra wealthy are now foreign-born

The report forecasts a rapid increase in the net worth of global UHNW individuals.

Partners Group inks distribution partnership with Bank of East Asia

Bank of East Asia wealth management and high-net-worth clients will get access to some Partners Group private market investments.

The Kelley Financial Group Earns Forbes Best-in-State Wealth Advisors 2026 Recognition

Forbes ranking recognizes The Kelley Financial Group as the best-in-state wealth advisors 2026 and highlights disciplined financial leadership

Next-gen heirs shun change, want continuity in banking, says UBS

‘This is probably the biggest myth... that they actually prefer a different wealth manager than versus their parents,’ said UBS's Young Jin Yee.

J.P. Morgan Private Bank Unveils 2026 Mid-Year Outlook: Promise and Pressure

Building on those three themes, J.P. Morgan Private Bank's 2026 Mid-Year Global Investment Outlook examines how each has accelerated, setting out the risks, opportunities, and implications for investors.

PMI and Schroders launch 2026 survey on Defined Benefit investment governance

With funding positions improving for many schemes, and expectations around governance, value and long-term planning intensifying, the survey aims to understand how DB governance is changing in practice.

Wealth managers prepare for next ‘Big Bang’ in technology

While technology with a human face defines today’s wealth management reality, the debate between lovers of robotic investments and behavioural science is gathering steam

Edmond de Rothschild AM expands sales in Latin America and US offshore

The collaboration covers the markets of the USA, Uruguay, Argentina, Chile, Brazil, Colombia, and Peru.

Private Banking: Why the 10 billion question is only half the truth

Half of Switzerland's medium-sized private banks still describe themselves as providers of global wealth management for successful individuals and their families.

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Wealth and Asset Management