Managers of Wealth

UBS' Asia DPM Offering Expands From CS Integration

Many high net worth individuals have historically invested with a strong geographic bias to their home market, leading to greater concentration.

"The quality of our growth has improved."

Of course, the positive market performance supported the result, and there were some one-off effects.

Structures for the Great Wealth Transfer: comparing family succession vehicles

Both structures separate the ownership and control of those assets, but do so in different ways.

British Asset Manager Rapidly Expands Swiss Business

A central pillar of the strategy is the focus on institutional investors such as private banks, pension funds, insurance companies and family offices.

Economic growth in UK becoming a 'pipe dream' after GDP stagnates in January

Services returned to growth in those three months, but quickly stagnated again in January, a potential ongoing concern given the UK’s reliance on that sector.

Leading by example: Showing the value of new challenges

Transitioning from a results-driven, numbers-focused role into leadership.

ABN AMRO and Stedelijk Museum Amsterdam extend partnership by two years

The Stedelijk Museum has consciously chosen to renew the partnership, as both organisations share the ambition to enhance access to art and design in the broadest sense, guided by the principle of equal opportunity.

SJP chief exec FitzPatrick’s pay package dips to £2.7m in 2025

FitzPatrick’s total pay for 2025 was £2.7m, down from £3.5m in 2024.

Vietnam’s New Wealth: How Techcombank is Shaping Private Banking

This shift is creating a new class of affluent and high-net-worth individuals, fueling unprecedented demand for sophisticated wealth management.

Private banks risk missing $113t women’s wealth opportunity

Women may control 40% of investible wealth.

Schroders: Bonds are not only about income

Investors must separate interest rate exposure from credit exposure, says Schroders' Julien Houdain.

Europe’s wealth managers must navigate migration trend

With $5.9tn in transit between generations, inheritance-driven mobility to countries including Luxembourg is increasingly in focus

Abacus Global Management To Acquire a Strategic Minority Investment in Manning & Napier

The SAA is the primary value driver of the proposed transaction, which is expected to create a framework for strategic collaboration between the two platforms while preserving Manning & Napier’s independent operations.

Hong Leong Islamic Bank rebrands as HLB Islamic, introduces ‘Hayat’ wealth stewardship proposition

The initiative builds on the philosophy “Timeless Principles Guiding Tomorrow’s Wealth,” which the bank introduced during its 20th anniversary last December.

Ty J. Young Wealth Management Acquires Senior Wealth Advisors

The partnership will provide Senior Wealth Advisors clients access to Ty J. Young Wealth Management's comprehensive suite of services and award-winning customer service.

How CMB Monaco turned a luxury wealth management experience digital

The bank operates in a highly competitive financial market and boasts a top 5 market position among Monaco’s leading wealth management institutions.

Unified Managed Accounts | The Architecture of Scalable Wealth Management

At the center of this shift is Unified Managed Account (UMA) as the infrastructure powering scalable, personalized advice.

ABN AMRO publishes Annual Report 2025

The annual report features interviews with board members of ABN AMRO and of new parts of the organisation such as Hauck Aufhäuser Lampe and BUUT, our neobank for young people.

J.P. Morgan banks on Europe’s defence boom

J.P. Morgan was a joint global co-ordinator and stabilisation manager.

Citi’s Deborah Querub on the steady rise of digital assets in wealth management

She began working in risk management during the Global Financial Crisis of 2008, gaining a close view of the resilience and complexity of global markets.

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Wealth and Asset Management