Managers of Wealth

Edmond de Rothschild Asset Management raises nearly €5.5 billion in 2025, marking its fifth consecutive year of positive inflows

All geographical regions contributed to this growth, particularly France, Italy and Spain.

The Board of Directors of CaixaBank proposes to the Annual General Shareholders’ Meeting the re-election of Tomás Muniesa as a director

The proposed composition of the Company’s Board of Directors maintains the same structure, with 15 members, of whom 10 — representing 67% of the total — are independent directors

Butterfield Announces Agreement to Acquire Rawlinson & Hunter Guernsey

This acquisition will increase Butterfield’s presence as a leading provider of private trust services in Guernsey and globally.

Singapore’s family office evolution in a globalising wealth landscape

Stephen Davies, founder and CEO of Javelin Wealth Management, said he has observed these developments during several decades working in Asian financial markets.

Eton Solutions Goes Direct to (High-Net-Worth) Consumer With Expanded Business Model

As Individual Wealth Increases, So Does Demand for Family Office-Like Operations. Eton Solutions Brings Technology Used by The World’s Wealthiest Families Directly to a Growing Millionaire Class.

Five Saffery Trust leaders recognised in 2026 Private Client Global Elite listings

Her inclusion reflects her outstanding work and the confidence placed in her by clients and collaborators alike.

Resilience defines success in wealth management

Years of crisis and disruption show that flexibility, trust and operational strength matter as much as performance, but many wealth managers have yet to adapt to this formula

Bank of America Launches Art Consulting Service

New Offering Helps Bank of America Private Bank and Merrill Clients Build Art Legacies

Addepar Highlights AI-Driven Personalization in Wealth Management

Unlock hedge fund-level data and powerful investing tools for smarter, sharper decisions Stay ahead of the market with the latest news and analysis and maximize your portfolio's potential

Utmost delivers record-breaking flows, demonstrating strength of global proposition

The UK saw particularly strong year-on-year growth as clients sought stability amid ongoing tax changes.

EdRAM achieves fifth year of positive inflows

The firm reported its new AUM at €107bn, with €5.4bn down to new client money.

Goldman's Wealth Management Business Emerges as Durable Growth Engine

Lending to wealthy individuals and entrepreneurs has been a key growth driver for the bank.

Arbuthnot reports FY2025 profits at top of £22m–£24m range

The Group made good progress in the fourth quarter of 2025.

Pictet Asset Services partners with Pareto Asset Management on custody and funds services mandate

This mandate further expands our footprint in the region and strengthens our positioning in the segment of UCITS funds promoted by Nordic asset managers.

Lombard Odier reports full-year results for 2025

Operating expenses remained stable

Wealthspire’s Ground Control Business Management Acquires Wiles + Taylor

Partnership broadens Ground Control’s music business management platform nationwide, strengthens touring and royalty services, and marks its first out-of-state U.S. acquisition

Adepa rolls out its risk management in Spain

The group led by Carlos Alberto Morales combines a specialised team with a technology infrastructure developed in Luxembourg over the past decade

TD Wealth Launches Unified Discretionary Management Platform for High-Net-Worth Clients

The new TD Wealth offering brings together the Bank's two discretionary management businesses to create a modern, scalable platform built for long-term client and business growth.

National Bank sets the framework for the Extended Liquidity Facility

The ELF is scheduled to go live at the beginning of 2027.

Morgan Stanley Wealth Management Reduces Fees on Private Shares Marketplace EquityZen, Broadening Private Markets Access

Buy and Sell Side Fees Reduced to 2.5% for Investors and Shareholders

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Wealth and Asset Management