Managers of Wealth

The Great Wealth Transfer: How the Next Generation is redefining the rules of wealth

This unprecedented intergenerational transfer of wealth is expected to reshape investment preferences, financial advisory models and the role of wealth management institutions.

The 2026 Australian Wealth Management Summit returns

The highly anticipated 2026 Australian Wealth Management Summit will return on 13 August at the Shangri-La Sydney bringing together senior investment professionals, asset consultants, economists, and advisers.

Wealthy collectors must plan for ‘Great Stuff Transfer’ or risk leaving heirs in the dark, HSBC warns

A new report finds that families are largely unprepared for passing on collectibles, raising the odds of disputes and surprise costs

Why Wealth and Asset Managers must innovate

Neil Connor discusses why innovation is necessary not optional for the sector

Everything you need to know before moving abroad

Understanding the immigration rules of your destination country is an essential first step for anyone planning to move abroad.

Britain needs more wealth creation, not a tax war on billionaires

Policies designed to target ultra-high-net-worth individuals risk falling on the middle class

DBS expands gold offerings with market-first tokenised physical gold for customers in Singapore

Offering allows investors to own digital tokens backed by physical holdings held securely by DBS in a dedicated vault

Private banking with accountability at its core

Around two thirds of the bank’s shares are held by entrepreneurial families, many invested since its founding, giving the institution a generational perspective that is insulated from short-term market pressures.

Titan Wealth adds £900mn of AUA with Progeny International purchase

The acquisition of Progeny Group’s international arm, which is subject to regulatory approval, will add 13 financial advisers and offices in Hong Kong and Singapore.

True Wealth breaks the 3 billion Swiss franc mark in assets under management

Exceeding the three billion Swiss franc mark in assets under management underscores the trend toward digitalization in asset management and the growing confidence investors have in technology-driven investment and retirement solutions.

Northern Trust Asset Management Launches Sustainable Multifactor Funds

UCITS Funds Provide Climate Focused Core Equities Strategies

Bridging the gap: the intention–action disconnect among Asia-Pacific’s high-net-worth investors

For these APAC HNWIs, a significant opportunity in engaging with professional wealth advisors remains on the table.

The league table has changed, but fundamentals stay the same

Far from being a cause for triumphalism on one side or hand-wringing on the other, it mainly reflects a gradual shift in global wealth.

Mediolanum to launch flexible fixed income fund for ‘Best Brands’ umbrella

The sub-fund will be managed by PIMCO, as well as other fund managers in time

Wealth manager targets Wales growth with hub

They add the Vision Court-based endeavour is supporting more than 4500 clients and managing assets worth more than £400 million.

Why better data management is non-negotiable in wealth management

Data management should not be the preserve of specialists or a technical team

Clearstream partners with Ares to broaden wealth manager access to private markets

The collaboration is intended to significantly broaden investor access to Ares’ leading offering.

Apollo Leads $35 Billion Capital Solution for Broadcom AI XPV Platform in Partnership with Blackstone and Leading Global Banks

Initial Investment to Accelerate Anthropic’s Compute Capacity as Part of Broader Global AI Infrastructure Platform

UBS takes Brazil wealth-management model across Latin America

Swiss bank plans to expand multifamily office platform to Mexico, Panama, Chile as wealthy families seek global solutions

Six UBS advisors in Phoenix named to Barron's Top 1,500 Financial Advisors list

The Arizona UBS Wealth Management teams are led by UBS Executive Director Ryan Lurie.

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Wealth and Asset Management