Managers of Wealth

Where Wealth Is Moving in 2026 — And Why

The question is no longer simply where wealthy individuals are moving, but why are certain jurisdictions attracting them

The ‘Mass Affluent’ Are Losing Their Allure for Wealth Managers Navigating AI

The assessment implies that individuals with liquid assets between $100,000 and $1,000,000 — broadly defined as the mass affluent within the industry — could soon be handed over to AI.

NBK Wealth reinforces its local and regional leadership

With Euromoney’s 2026 Best Fixed Income Provider Awards in Kuwait and the Middle East

SNB makes adjustment to the interest rate on sight deposits

Sight deposits up to the limit accrue interest at the SNB policy rate; sight deposits exceeding the limit accrue interest at the SNB policy rate less a discount.

The new arms race in wealth management: Winning the ultra-wealthy

More wealth management firms are seeking growth by chasing the surging ranks of the ultra-wealthy and their more profitable accounts.

When the biggest risk to your wealth is you

Markets often get the blame for poor returns, but the real risk to most portfolios is how investors respond to them. Ask yourself, is the biggest threat to your portfolio your own behaviour?

Schroders Survey: North American Institutional Investors Turn to Active Management Amid Volatility and Concentration Risk

Geopolitical concerns in particular are already shaping investment decisions, with 71% of North American institutional investors citing conflict in the Middle East as a factor influencing their investment decision-making today.

Jim Cahn Named M&A Leader of the Year Finalist by Wealth Management

The M&A Leader of the Year award recognizes an executive leader who has successfully driven their firm’s growth through inorganic strategies such as mergers, acquisitions, and joint ventures over the past year.

Raymond James to unify UK wealth businesses under single brand

The combined business oversees £49.4bn of client assets and supports around 230 wealth managers across employed, independent and platform-based models.

Regions Private Wealth Management Wins Two Global Private Banking Innovation Awards for Second Consecutive Year

Global Private Banker honors Regions Bank with Best Trust Services by a Private Bank and Best Wealth Planning Execution.

St. James’s Place – Simplifying our Reporting Presentation

What is changing is the way we present financial performance.

Global Private Banking Innovation Awards 2026 honour leaders in private banking and wealth management

This year’s awards attracted hundreds of submissions, each rigorously assessed by a distinguished panel of judges.

Independent Wealth Managers: The M&A Illusion Is Over

Succession at independent Swiss wealth managers has become the defining question for the industry's future.

OWIN26: Scalability, a Real Challenge for Wealth Management

Financial institutions must learn to do both at scale, ensuring that an increase in initiatives doesn't translate into increased operational complexity.

Rothschild & Co wins Best Debt Advisory Firm for Companies

This recognition reflects the strength of Rothschild & Co's advisory capabilities, built on a track record of advising on some of the most complex and high-profile transactions globally.

Schroders recognised with double win at Investment Week Fund Manager of the Year Awards

The Investment Week Fund Manager of the Year Awards recognise excellence within the UK investment industry

JTC Wins Three Awards at Inaugural Jersey Compliance Awards 2026

This recognition reflects the strength of JTC’s compliance culture and the commitment of its people to maintaining the highest standards in support of clients, colleagues and the wider business.

No longer ‘one and done’ as HNWs seek broader wealth manager relationships

Wealth management incumbents are losing ground as HNW assets flow to a number of specialist providers and exclusive relationships are no longer a given, according to Capgemini.

Elon Musk’s unprecendented accumulation of wealth

IPO mints Musk as world’s first trillionaire – now SpaceX is public, it will be harder than ever not to have a stake in its future

Wealth managers battle for the UK’s heart and soul

Assets generated by the UK’s regional entrepreneurs are providing a vibrant battleground in the UK, as the country enters another period of political uncertainty

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Wealth and Asset Management