Managers of Wealth

Reshaping wealth management in unexpected ways

Banks have long talked about AI as a major catalyst for transformation of wealth management, but the results are surprising some commentators

WTW says it's ready for more UK wealth tie-ups after Atomos success

Ben Leach discusses ambitions to expand the group's presence in UK wealth management and even become a household name.

Pinnacle targets wealth advisers with UK acquisition

PAM is a UK fund manager which operates as a multi-affiliate model – the same as Pinnacle – as well as managed accounts technology product with assets under management of $26 billion.

14 William Blair Women Wealth Advisors Named Best-in-State by Forbes

The rankings are based on data from top-performing women advisors nationwide, evaluating several factors including assets under management, industry experience, and compliance records.

Barclays harnesses GenAI to deliver world-class customer service

This is part of a broader global strategy by Barclays to harness new developments in agentic and generative AI to drive innovation, improve decision making, and increase efficiency in its operations.

Where billionaires' investment firms placed their bets in January

While family offices are making fewer bets, their appetite for mega-rounds, which have come to dominate the VC landscape, hasn’t waned.

Vontobel achieves successful 2025, with strong financial results, significant strategic progress and the renewal of the shareholder agreement

Very strong capital position (CET1 ratio of 19.7 percent) and proposed continued attractive dividend of CHF 3.00 per share

Zürcher Kantonalbank once again achieves very pleasing consolidated profit – the canton and municipalities participate with a record-high CHF 581 million

The canton and municipalities participate in the profit of Zürcher Kantonalbank with a record amount of CHF 581 million

Hypothekarbank Lenzburg AG is growing strongly in the 2025 financial year and is realigning itself as a group.

Hypothekarbank Lenzburg will now operate as a group together with Finstar and Swiss Bankers.

Boutique wealth manager acquired in Melbourne transaction

Wealth management firm Hamilton Wealth Partners has acquired a Melbourne-based boutique advisory firm.

Maerki Baumann launches Middle East Hub in Abu Dhabi – bridging traditional Swiss banking and the world of digital assets

The bank is aiming to support blockchain and crypto companies by offering access to essential financial infrastructure and by acting as a reliable banking partner.

4th quarter and full year 2025 results Societe Generale

Societe Generale’s Board of Directors, which met on 5 February 2026 under the chairmanship of Lorenzo Bini Smaghi, examined the Societe Generale Group’s results for Q4 25 and endorsed the 2025 financial statements.

TISE reports 2025 listing results; sets record new listings during milestone year

At 31 December 2025, TISE issuers were domiciled in 38 different territories

HSBC's Tommy Leung on non-producing desk heads, SEA growth and PE push

From hiring plans to DPM, insurance and private equity interest and key regional markets, the global private banking, South and Southeast Asia head gives Citywire Asia a well-rounded update.

Sergio Ermotti Wants to Leverage the Strength of the Diversified Business Even More

UBS attributed its strong profit in the past quarter primarily to Investment Banking and progress in reducing legacy issues. However, revenues in Wealth and Asset Management also increased. Net new money inflows in these areas were, however, at the lower

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Wealth and Asset Management