Managers of Wealth

The largest transfer of assets in Swiss history

In 2025, around CHF 100 billion was bequeathed or gifted in Switzerland.

18 Wealth Enhancement Advisors Named Among InvestmentNews’ 2026 $100M Club: Top Female Advisors

They are setting new standards for client service, leadership, and innovation.

Why bankers only take a fraction of their customers with them

This suggests that many consultants were not very successful when changing jobs.

Wealth management for founders – from start-up to scale

There are millions of start-ups worldwide, but many do not survive long-term.

What the wealth managers are telling clients about private markets

Private markets offer diverse investing opportunities with their own risk profiles and their own pros and cons. Here’s how advisers see the current landscape.

Mishcon de Reya wins Residential Property Team of the Year at Chambers High Net Worth Awards 2026

The annual Chambers High Net Worth Awards celebrate elite law firms and lawyers across a variety of practice areas, based on extensive research for the Chambers High Net Worth Guide 2026.

UBS and Nethermind Complete Compliance Proofs of Concept on Ethereum

The tests showed that banks can apply strong compliance checks through the systems they run on top of Ethereum, without changing how Ethereum itself works.

Swiss Life Asset Managers sells Amprion stake to RWE

The transaction now agreed fully realises the value appreciation achieved by the investment, in the interests of the investors.

In Wealth Management, Trust Is Becoming Infrastructure

The product was Hazel, an AI-enabled tax-planning workflow built into Altruist’s advisor platform.

FusionIQ buys wealth technology firm Marstone

Following the deal, both founders of Marstone will take senior roles at FusionIQ.

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.

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Wealth and Asset Management