Managers of Wealth

HSBC Hong Kong CEO sees global tensions, China tech growth drawing wealth to city

HSBC’s local unit gained nearly 2 million new customers in two years as global investors shift assets to Hong Kong

KBC Asset Management Honored at the 2026 Global Banking & Finance Review Awards

The award for Best Sustainable & ESG Wealth Manager Belgium 2026 reaffirms KBC Asset Management’s position at the forefront of responsible investment practices and sustainable wealth creation.

TMGA Insight: The quiet power that shapes culture

When people think about integrity in a business context, they may picture dramatic moments like a whistleblower exposing serious wrongdoing or someone stepping in to prevent a major crisis.

Concord Asset Management Wins Two Honours at the 2026 Global Banking & Finance Review Awards

The dual recognition highlights Concord Asset Management’s consistent commitment to excellence, innovation, and client-centric asset management solutions.

Vontobel warns that Switzerland must avoid ‘over-regulation’

Co-CEO of Swiss financial group says country should preserve its competitiveness in the wake of Credit Suisse’s collapse

Carson Group takes over ZeroCelsius Wealth Studio

ZeroCelsius, which manages about $134m in assets, has been led by managing partner and wealth advisor Ross Gott.

BOS Revamps Front Office Compensation Framework

This is in contrast with many other industry players that will pay their relationship managers a variable bonus on a discretionary basis.

UBS CEO Sergio Ermotti will not receive a salary increase.

The base salary of CHF 2.5 million was part of his fixed compensation of CHF 2.8 million.

Barclays and NatWest highlighted in a deep dive into European lenders

NatWest Group also holds a 'buy' rating with a target price of 780p, while Lloyds Banking Group is rated 'neutral' with a target of 108p and HSBC is rated neutral with a target of 1,404p.

UBS Private Wealth Team With $1.7 Billion Jumps to Wells FiNet in Minnesota

The group includes advisors Derek J. Cherne, Dean Breitbach, Keith Burke, Daniel Miller, Clayton Knutsen, Andrew Knutson and his brother Peter Knutson along with five support staff.

Söderberg & Partners invests in three UK advice firms

MoneyWeb Financial Advisers manages around £300m in assets for more than 600 private clients and 50 corporate clients.

UBS OneASEAN Summit 2026: Connecting global investors with on-the-ground perspectives in Southeast Asia

Southeast Asia continues to be a strategic alternative for investors.

Avanza Private Banking Clients to Gain Access to Kepler Analyses, Reports Finwire

Clients' stock portfolios will be automatically rebalanced and adjusted according to a strategy designed for long-term growth.

Information on Leonteq's shareholder base

The transaction is subject to customary approvals by the relevant supervisory authorities and is expected to complete in the third quarter of 2026 at the latest.

Praxis Solutions Launches WealthHawk to Help Advisors Drive Organic Growth

Each signal is paired with context surrounding the life event and enriched through multiple data sources, giving advisors the insight, they need to engage personally rather than prospect blindly.

‘We won’t hide’: Blackstone’s Aussie push amid private credit pain

The woman behind Blackstone’s giant wealth management business says the private credit crisis is just noise, and the only way to fight it is with transparency.

Lombard Odier to close private markets evergreen fund

The closure of the semi-liquid fund comes following a review which decided that it is unlikely to see significant growth.

SJP calls for profession to ‘evolve’ as it hits 1,000 female advisers milestone

SJP has reached this milestone amidst what is seen to be the biggest wealth transfer to women in history, with women now projected to be holding over half of the UK’s wealth.

Wealth managers trapped in transformation illusion

While private banks talk endlessly about their digital transformation agenda, many are simply applying ‘tech lipstick’, which pastes AI tools onto creaking platforms

The Oasis Group Releases AI Readiness Index™, First Maturity Benchmark for Wealth Management Industry

Exclusive tool for fiduciary wealth management firms measures both governance control and technology sophistication across 70 diagnostic questions

1
2
3
4
5
6
…
1633
1634
1635

Wealth and Asset Management