Managers of Wealth

Private banking: Fideuram Direct launches in Belgium and Luxembourg

The offering will be progressively enhanced with new features and investment options.

Franklin flows offset by $142bn of WAM redemptions in 2025

The outflows were driven by the scandal around former WAM CIO Ken Leech and offset signs of positivity in Franklin's alternatives and ETF business.

European office market: Challenges and opportunities in a shifting landscape

The European office market has gone through a dramatic transformation over the past five years.

Schroder Oriental Income Fund Limited - Full Year Results

The Company is on track to achieve AIC dividend hero status on the completion of 20 years of consecutive dividend growth next year.

Global Private Banking Awards 2025: Winners’ profiles

PWM’s 17th annual Global Private Banking Awards received 350 entries from 120 institutions across 55 countries

KKR-backed manager launches new credit strategy

Ascend Asia Asset Management's fund will invest in income-generating Asia corporate credit.

Wealth manager True Potential integrates NatWest's Payit

Payit will integrate with True Potential's impulseSave system, which enables expedited investment contributions.

Zwei Wealth Partners with Zug-based Trust Firm

The Zug-based firm brings extensive expertise in trust services, business consulting, taxation, family office solutions, and digital assets.

Goldman Sachs overtakes Swiss private banks

In the wealth management study published on Friday by the Zurich-based research firm Fin21, Goldman Sachs comes out on top and is considered the best Swiss private bank this year.

Arta expands AI wealth platform globally, onboards Bank of Singapore and Hong Leong Bank

Arta AI is a conversational AI platform for wealth management that processes portfolio data, market information, and investment research to respond to queries from financial advisors and their clients.

Broadridge Reports First Quarter Fiscal 2026 Results

Reaffirming FY'26 guidance including Adjusted EPS growth of 8-12% and Closed sales of $290-$330 million

Santander named ‘Best Private Bank’ in Spain and Poland by The Banker

The magazine also grants a special commendation to Santander Private Banking Mexico.

Northern Trust Named Best Private Bank in U.S.

Also Received Top Honors for Best Private Bank in North America for Entrepreneurs and Alternatives

DBS quarter profit

Nine-month total income and profit before tax reach new highs

Private Wealth Optimism Flies Sky-High in Hong Kong

Client demand for new accounts and assets to be booked in Hong Kong has nearly doubled year-on-year with 59 percent of firms reporting increased demand, compared to 34 percent last year.

UBS’ Iqbal Khan Rethinks How to Measure Success in WM

This may especially be relevant in Asia, where Khan is the bank's president, as many ultra-rich individuals still retain control of businesses, be it as a next-generation family owner or a first-generation entrepreneur.

Hoxton Wealth partners with Squirrel Education for student training day

It led a session on the positive impact that planners can have on people’s lives

SIX reports higher operating income and improved margin in the first half of 2025

This positions SIX as a leading pan-European exchange innovator with access to 16 capital markets across Europe.

Chartered financial planners to be acquired by prominent wealth management firm

The deal was said to mark further national expansion for Azets Wealth Management, which operates across the UK from hubs in the North East and Scotland.

BofA eyes moderate asset growth for wealth management division – report

Merrill Wealth Management co-president Eric Schimpf stated that pre-tax margins could expand between 4% and 6% over the coming years.

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Wealth and Asset Management