Managers of Wealth

Our Wealth Sizing Model 2026 results: wealth gathers pace

For our 20th edition, we’ve revised and extended our analysis to provide a comprehensive view of fast-changing global wealth dynamics.

Rothschild & Co receives four major awards from Global Finance

These awards reflect our leadership across key regions and sectors.

Building a nation of investors

Emma Crystal, CEO, Private Banking & Wealth Management, explains how investing supports a strong UK economy and why it needs to be part of our national mindset.

Four Tips to Win—and Keep—High-Net-Worth Clients

Sustainable HNW retention comes down to four disciplines.

Richest countries in 2026: New measure of wealth pushes France and Germany out of top ten

The group argues that GDP per capita alone can distort comparisons, since it assumes national output is evenly shared across the population.

Bank of Singapore rejigs NRI team

The bank is looking to grow its Global South Asia (GSA) unit, following several recent exits. BOS has also lost its Greater China team head.

Nordea earns international recognition for digital customer experience

Over the past year, Nordea has also enhanced its savings platform to support more customers digitally.

Hightower to Deepen Strategic Partnership with $9.5B The Bahnsen Group

TBG has been one of Hightower’s fastest-growing and strongest-performing practices.

Ty Bernicke Named to Forbes 2026 Best-In-State Wealth Advisors List

The list spotlights top-performing financial advisors who demonstrate exceptional client service and industry leadership.

TIAA Cranks Up the Volume of Wealth Management with ‘Invest in Your Worth’

The result feels energetic, familiar and a nod to our audience’s formative years.

Allfunds announces with profound sadness the passing of Juan Alcaraz.

His leadership combined vision with continuous curiosity for what could come next for Allfunds and wealth management.

Savvy Wealth Debuts Savvy Intelligence to Fuel Evolution of AI-Native, Human-Led Advice

Savvy Intelligence unifies investments, tax, and planning—powered by the first AI agent built to act on it

Bullishness Remains Steady as Geopolitical and Energy Concerns Rise, Morgan Stanley Wealth Management Pulse Survey Finds

As uncertainty rises, investors keep a close watch on their portfolios

Hong Leong Bank launches Wealth Odyssey campaign

The Wealth Odyssey campaign breaks down wealth management into three fundamental pillars: preservation, growth, and legacy.

Mind the wealth gap: the secret entry points of private banking

Minimum entry thresholds are increasingly used by the UK’s private banks to position themselves in the market

UBS's statement on the Swiss government's regulatory capital announcements

Parliament will now debate this proposal as part of the normal parliamentary process.

CISI Overseas Wealth Management Summit Held in Hong Kong, Spotlighting New Asset Allocation Opportunities amid Global Change

The three speakers shared insights on global market shifts, Hong Kong's role as an international financial centre and bridge, and the new trends and challenges facing the cross-border wealth management industry, setting the stage for the day's f

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Wealth and Asset Management