Managers of Wealth

Nine UBS Financial Advisors in Southern California, Hawaii Named to Forbes Top Women Wealth Advisors Best-In-State

UBS’s Courtney Liddy in San Diego also recognized on Forbes America’s Top 100 Women Wealth Advisors nationwide

Berne Financial Services Agreement: what the UK-Swiss deal means in practice

The Berne Financial Services Agreement breaks new ground in cross-border regulation

Scotland-based financial planning company acquired by acquisitive wealth management firm

It has four advisers, approximately £340 million in assets under management and has also developed an Adviser Academy focused on developing the next generation of financial advisers.

Investec Bank (Channel Islands) Recognised as Best ‘Overall Private Bank’

Judges highlighted the bank’s commitment to clients, colleagues and community, as well as its focus on thoughtful leadership, people development and proposition enhancements.

Head of Private Clients at Investec Bank Recognised at Citywealth IFC Awards

Winners were announced at an awards ceremony held at The Biltmore Mayfair Hotel in London.

Cayman Islands reserved powers trusts: A sophisticated approach to integrating wealth preservation and strategic influence

A Cayman reserved powers trust offers a calibrated, sophisticated alternative.

Noah Holdings and ARK Wealth Management Win Top Honors from Asian Private Banker and Euromoney, Highlighting Expertise in Connecting Chinese Wealth to Global Markets

These recognitions place Noah alongside leading international and domestic private banks, highlighting its deep onshore market expertise and expanding global capabilities.

GBST deploys agentic AI to automate complex wealth administration processes

By designing agentic AI to operate within defined limits as part of Composer, GBST’s clients can automate complex, high-volume wealth administration processes that currently require significant manual intervention.

Saudi Awwal Bank Reinforces Private Banking Leadership with Two Global Awards

These recognitions further reflect SAB’s continued focus on innovation and excellence as the bank evolves its capabilities to meet clients' changing needs.

GAM: Minority Shareholders Warn Against Concentration of Power

With this move, the Zurich-based asset manager aims to advance succession and continuity planning; finews reported on this.

J Safra Sarasin hunts for head to build AI strategy

The private banking group is looking for an expert to build and lead an artificial intelligence team.

What’s the best way to transfer wealth to the next generation?

Stephen Jackson, Head of Coutts Family Office Wealth Planning, writes on the importance of nurturing responsibility and the purpose shared by generations as they pass on family wealth.

Techcombank Private redefines wealth management in Vietnam

With assets growing, the elite are no longer seeking short-term investment opportunities but are shifting their focus towards a comprehensive management model.

QIB named Qatar’s best private bank by Euromoney

QIB Private Banking operates through a relationship-driven model, offering customers dedicated access to experienced relationship managers and specialised advisory teams.

Broadridge Launches Next-Generation Digital Asset Capabilities for Canadian Wealth Management Firms

Unified platform will accelerate adoption of crypto currencies and tokenized assets in Canada

Inside WTW’s ambitions for its £20bn wealth management business

This became Alliance Witan in 2024 and is now part of the FTSE 100

Arax Recognizes 2026 InvestmentNews Excellence Awardees

InvestmentNews recognizes the leading professionals and firms in the wealth management industry on an annual basis.

Mattioli Woods strikes multi-asset fund deal with BlackRock

Adds to partnerships with J.P. Morgan Asset Management and T. Rowe Price

Swiss court drops UBS from Mozambique tuna-bond money-laundering case

The court said UBS could not be held responsible for alleged misconduct connected to events that took place long before the emergency takeover of Credit Suisse.

The great sector shake-up

Shifts in market leadership so far in 2026 underscore the importance of staying focused on long‑term fundamentals.

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Wealth and Asset Management