Managers of Wealth

1291 Group Acquires IPG, Strengthening Global Wealth Protection Across the Americas

The acquisition accelerates 1291 Group's growth across the Americas, deepens its exposure to traditional life insurance, and complements its established expertise in tailored solutions, while bringing IPG's existing client and partner relationsh

Citigroup to Accelerate Asia Wealth Expansion With Major Hiring Push

The company plans to hire around 100 private bankers globally, along with nearly 400 additional specialists.

Singapore to shorten time for the rich to open private banking account as part of wealth push

These initiatives will see the median time needed to open a private banking account shortened to within a month, down from the current median duration of about six weeks or even longer for more complex cases

What impact can political changes have on UK investment returns?

We examine whether leadership dynamics in the UK typically have a long-term impact on financial markets.

Inside the ‘stealth wealth’ playbook: How Silicon Valley’s elite buy multimillion-dollar mansions without leaving a paper trail

All of that served as a way to show off and solidify their wealth.

Private credit faultlines exposed by wealth channel inflows

As wealthy investors flock to semi-liquid funds, redemption and valuation questions are highlighting challenges of creating accessible products

Investec applies for Ireland banking permit – report

Such approval would improve its capacity to support corporate and affluent clients.

Julius Baer AUM hits SFr 528bn, signals “substantially higher” H1 profit

The bank attributed the increase to supportive market movements and SFr 3bn in net new money.

Bankers should definitely avoid these mistakes when looking for a job.

At the same time, the number of job openings at major Swiss banks has almost halved within a year.

Frank P Matthews wins Gold at the RHS Chelsea Flower Show – a milestone shared with sponsor Lombard Odier

The award-winning display featured more than 50 flowering Malus trees alongside specialist trained fruit forms.

Why JPMorgan is looking for wealth managers with emotional intelligence

The Wall Street giant’s international private bank head Adam Tejpaul says there are ‘more than enough’ people with quantitative skills — it is getting to know clients that matters going forward

Singapore regulator seeks faster private bank onboarding

The Monetary Authority of Singapore said lenders should bring account opening times down to within one month by the end of this year.

Investec updates its Private Client growth strategy

The model is locally delivered with a clear segment focus, ensuring relevance and meeting its clients’ needs.

AI is boosting asset managers’ investment operations, but humans still call the shots, according to a new Mercer report

A majority of firms – 55% of respondents – have integrated AI into at least one of their investment processes, while 27% report integrating AI as a pilot or proof-of-concept.

Fairway Group Enhances Client Onboarding Through Vaiie Strategic Partnership

Vaiie has worked closely with Fairway to implement its purpose-built SaaS onboarding platform across the Group’s Jersey office, with a roadmap for future international rollout.

7IM posts record Q1 net sales amid platform expansion

The firm’s advised net-to-gross sales ratio also doubled to 49.6%, reflecting stronger asset retention and growth across both organic and acquisition-driven channels.

Julius Baer: Interim Management Statement for the first four months of 2026*

This overall strong performance was driven by record-high assets under management, exceptionally strong client activity, and sustained cost discipline.

Close Brothers accelerating cost cuts as motor finance bill mounts

The group revealed in March it was cutting around 600 jobs – nearly a quarter of its 2,600-strong workforce – over the next 18 months across its teams in the UK and Ireland under the cost saving overhaul.

Master Charitable Trust named ‘Best UK Donor Advised Fund 2026’

It is a pleasure to support the generosity of Master Charitable Trust donors, and a privilege to uphold the bank’s longstanding tradition of pioneering philanthropy.

UBS Wealth Management EMEA Head Relocates to the Middle East

In addition, the bank is making changes to the regional structure within the division.

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Wealth and Asset Management