Managers of Wealth

LPL Financial Welcomes Cebert Wealth Advisors

The firm works primarily with retirees, pre-retirees and multigenerational families seeking guidance on managing, preserving and transferring wealth through retirement.

UBS Advisor Michael R. Doren Named to Forbes Best-in-State Wealth Advisors List

With more than 35 years of experience, he focuses on helping clients simplify their financial lives through disciplined, personalized advice.

Italy's Intesa among bidders for Spanish private bank Singular, sources say

Intesa Sanpaolo Joins Bidders for Singular Bank as Warburg Pincus Plans Sale

Fideuram Direct in Belgium and Luxembourg: international growth continues

The established presence of the Intesa Sanpaolo Group in the region through Intesa Sanpaolo Wealth Management further strengthens this positioning.

UBS loses Middle East wealth bankers it hired two years ago

The bank had hired Al Emam to grow its business in Abu Dhabi, and Khunji to run its wealth unit in Bahrain and the Eastern Province of Saudi Arabia.

4M26: Record net profit in excess of CHF 130 million; annualised NNA growth rate¹ of 6% - EFG International

Revenue margin was 93 basis points in the first four months of 2026, compared to 97 basis points for the first four months of 2025 and 93 basis points in the second half of 2025

Fenchurch, Ardea score roles as private equity-backed wealth firm AFH explores sale

Bankers score mandates as £11bn business mulls its future ownership

BLKB headquarters is being renovated with a focus on the future.

The BLKB headquarters on Rheinstrasse in Liestal is undergoing a comprehensive renovation after approximately 50 years and is being adapted to future requirements.

The agentic AI productivity wave is heading for wealth management

Agentic AI capabilities could help firms lower cost-to-serve, enhance advice quality and delivery, improve adviser and client experience, and drive competitive differentiation

Wealth management: Getquin raises €12m

The company now aims to accelerate its transition from a wealth tracking tool to a more comprehensive digital wealth management solution.

Channel Islands winners revealed at Citywealth Magic Circle Awards 2026

A number of companies based in the Channel Islands were also recognised for their excellence.

Gold’s slowdown doesn’t make for a meltdown

Momentum has cooled, and the metal has at times lagged what investors might have expected from a haven asset during a period of geopolitical stress.

Impax Asset Management Group plc Interim results to 31 March 2026

Previous underperformance in ‘narrow’ equity markets still driving net outflows

Prairie Wealth merges with ex-RBC team to form $1.2bn RIA

Tim McEwen of the Tennessee-based McEwen Group has become the president of Prairie Wealth and is in line to succeed the RIA's current chief executive, Craig Hundt.

Why Financial Industry Professionals Are Moving To Wealth Management

But as industries evolve and technology reshapes the landscape, a new trend has emerged among top-tier professionals.

Private banks: This is what advisors will need to offer in the future.

Twenty years ago, a private banking advisor was indispensable to the client.

Australia’s 2026 budget one of the most consequential in years for wealth managers

Australia is well placed to become one of the hottest markets for new investors over the next three years, following the budget, writes Andrew Haslip

DBS remains committed to investing in young Singapore talent in AI era

DBS to welcome more than 500 young local talent this year through its Management Associate, Internship and Traineeship programmes

Private Wealth Management Association Announces New Executive Committee Leadership

The appointments are effective from 15 May 2026 for a term of two years.

Nour Private Wealth (NPW), an Independent Wealth Management Firm, Highlights Rise of Stewardship as UHNW Families Navigate Global Uncertainty

This evolution reflects a broader shift within private wealth management

1
2
3
4
5
6
…
1663
1664
1665

Wealth and Asset Management