Managers of Wealth

Northern Trust Asset Management Brings Its FlexShares ETFs Under the Northern Trust Brand

Rebrand unifies the firm’s ETF lineup while maintaining investor continuity

SMAs Emerge as Wealth Management's Next Frontier

Separately managed accounts are projected to reach $3.6 trillion in 2026 as advisors shift toward personalized portfolios and tax-efficient strategies.

Leonteq: Group led by financier acquires 30 percent – extraordinary general meeting

Raiffeisen Switzerland divested its 22.7 percent stake, selling it to H21 Macro Limited and four private investors.

Building wealth with intention: A tax-aware how-to guide

But a thoughtful strategy and the right partner may help strengthen after-tax outcomes over time by managing assets with an eye toward tax efficiency.

Geopolitics and government debt top wealth manager worry list

Corporate bond issuance linked to AI-driven capital expenditure also a concern

NewEdge Wealth Adds Houston Location in Continued Expansion

Experienced Wealth Management Team Anchors the 20th Location for NewEdge Capital’s Ultra High Net Worth Division

Ninety One announces final close of Africa Credit Opportunities Fund 3 at US$404 million

The third vintage in the Emerging Market Senior Credit series reflects continued investor demand for private credit strategies financing businesses and infrastructure across Africa and other emerging markets.

BNP Paribas Courts Asia’s Next Generation of Wealth

The four-day programme extends the bank’s existing NextGen offering, which has traditionally focused on emerging successors between the ages of 25 and 40.

Siebert deepens FusionIQ investment with 10-year wealth tech deal

Additional investment and partnership will see joint development of wealth management, brokerage and digital asset platforms.

The $124 trillion Great Wealth Transfer is fully underway—but nonprofits are ‘paralyzed’ by how to chase millennials’ newfound wealth

Namely, the old ways of philanthropic giving won’t work on younger generations, and that could be a huge problem for nonprofit organizations.

William Blair Wealth Advisors Named to Forbes’ 2026 Top Next-Gen List

The recognized wealth advisors and their teams serve individuals, families, organizations, and foundations—helping clients pursue their investment goals, strengthen family legacies, and support their charitable priorities.

Singapore banks’ 2026 profitability lifted by wealth fee growth

The three banks’ capitalisation remains strong, but CET1 ratios are declining.

Protecting clients from ‘fake news’

Information flow is becoming a pressure point for advisers and wealth managers as they educate clients on the ‘reality of information’ and lack of market transparency.

Why Predictive Finance Is the Future of Wealth Management

Yet one question remains: if we have more financial technology than ever, why aren’t people making significantly better financial decisions?

Lombard Odier, the 8-Generation House

Lombard Odier is itself an independent, multi‑century family‑owned partnership, spanning successive generations of its founding families.

Partners Group closes USD 1 billion private credit mandate in Asia

The mandate will invest in senior and junior direct lending opportunities in Asia-Pacific, housing a diversified portfolio of high-quality credits spanning multiple sectors and jurisdictions.

Mattioli Woods renews Leicester Tigers partnership

Partnership renewed for the 2026/27 season, retaining naming rights to Mattioli Woods Welford Road Stadium

Titan Wealth acquires Channel Islands tax firm

The deal, subject to regulatory approval, follows Titan Wealth’s recently announced acquisition of Progeny International.

Iress UK earnings rise 43% in first half of 2026

UK CEO Alistair Morgan said investment in its Xplan platform was strengthening the firm’s position with larger UK wealth businesses.

Ping An Wealth Management H1 net profit falls 21% year-on-year; AUM drops below 1 trillion yuan mark

This performance stands in contrast to the overall industry trajectory.

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Wealth and Asset Management