Managers of Wealth

BIL Opens a New Chapter in Switzerland

Amid the conflict surrounding Iran, much attention has focused on both military escalation and emerging opportunities for financial centers such as Switzerland and Singapore.

Craigs acquires Polson Higgs Wealth Management

Following the acquisition, phwealth will continue to operate its business as usual, alongside Craigs’ nationwide advisory network, as a Craigs company.

Barclays CEO says he wishes the bank ‘had nothing to do’ with troubled Tricolor and MFS private-credit deals

The bank has also been a lender to bankrupt auto lender Tricolor, along with JPMorgan Chase and Fifth Third Bancorp.

Mesirow Wealth Management Recognized with Multiple 2026 Best-in-State Wealth Advisor awards

This honor is based on both quantitative and qualitative factors, focusing on advisors who encompass best practices in their approach to working with clients.

TBTF: Economic consequences of a complete equity withdrawal of foreign investments

In practice, this measure affects only UBS, the sole remaining globally active Swiss bank.

Schroder Japan Trust plc - Half-Year Results

The Board expects the more competitive fee structure and total expense ratio to enhance returns per share.

Sterling Neblett Named to Forbes Best-In-State Wealth Advisors List

This follows Sterling's 2025 recognition on the Top 250 RIAs list.

The New Geography Of Wealth

As fortunes rise and move across borders, families are rethinking how they manage legacy and risk.

Northern Trust Builds Tokenized Asset Custody Capabilities on the Canton Network

The Canton Network is a public blockchain designed for regulated financial market participants, with a focus on privacy, compliance, and interoperability.

ASA Expands Private Banking Operations Across the US and Latin America, Appoints Senior Leadership

The initiative strengthens ASA's presence in key markets and reinforces its commitment to serving high-net-worth individuals across the Americas.

Global Wealth Management earns back-to-back recognition on USA Today's Best Financial Advisors list

Florida-Based Firm Is the Only Advisor in Fort Lauderdale in Its AUM Category

KOREGE selects Fund Channel to manage the fund-raising services for asset managers

KOREGE has also entrusted Fund Channel to centralise and outsource its distribution system in order to optimise the distribution of its products to retail networks in France.

Deutsche Bank expands and strengthens its ultra-high net worth coverage

With this, the company is consolidating and strengthening the advisory services for ultra-high net worth clients in complex wealth matters.

Q1 2026 update: market turbulence offsets early positive flow momentum - Schroders

NNB including JVs and associates for the first quarter was £(1.1) billion.

Utmost Group plc Full Year Results 2025

Record inflows, uplift in operating profit, cash generation, and strategic progress mark pivotal year for Utmost

Corient Continues Global Expansion with Acquisition of Geneva-based Bedrock Group

Firm extends its private partnership model and will add US$10.7 billion in client assets

Fifth transaction this year: Cinerius Financial Partners acquires a stake in FRS Financial Services – Vorarlberg-based asset manager sets course for the future

The transaction is expected to be completed in the second quarter of 2026, subject to regulatory approvals.

Macquarie Asset Management strengthens long-term partnership with Vilogia, bringing total financing to €639 million

As the largest producer of social housing in the EU1, France relies on key operators such as Vilogia to expand access to affordable housing and help build more inclusive communities.

Wealth Enhancement Announces Acquisition of FullCircle Wealth, an Independent RIA with Over $268 Million in Client Assets

This partnership brings Wealth Enhancement’s total client assets to more than $141.9 billion.

Results of the 2026 Annual General Meeting of UBS Group AG

Shareholders approved all proposals at the Annual General Meeting of UBS Group AG

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Wealth and Asset Management