Managers of Wealth

Bottom Line: What if clients don’t want to climb the private banking ladder?

It is a model that has shaped how retail-lined or universal banks hire bankers, segment clients, allocate resources and, ultimately, measure success.

What would change our view on equities?

The broader market backdrop is still supportive of equities even as the pace of economic growth moderates. We therefore remain overweight – but what would it take to change our minds?

International Equity Group Announces Expansion of Its Global Advisory and Wealth Management Services

The expansion includes enhanced portfolio reporting tools, wider multi-asset investment coverage, and increased access to market analysis and economic commentary designed to help clients evaluate developments that may affect their long-term investment str

Asset managers moving AI from back-office to investment process

According to insights from 225 technology leaders.

Investcorp Spent Years Looking for a Wealth Manager. It Picked Berger.

The investment gives Investcorp a majority stake in Berger, while the firm's management team and financial advisors will remain significant owners.

Canaccord Genuity Group Inc. report on voting results from Annual General Meeting

Shareholders also voted on the election as directors of nominees proposed by management

True Potential partners with Origo to deliver richer, automated valuation data across its adviser back-office

This connection reinforces True Potential's commitment to investing in technology that helps advisers operate more efficiently and deliver better client outcomes.

Broadridge’s Distributed Ledger Repo Processes $8.0 Trillion in July

July 2026 ADV reaches $365 billion; Institutional adoption continues as tokenized funding markets mature

Anthropic, Macquarie Asset Management, and GIC announce strategic partnership to develop dedicated data center infrastructure at scale

The parties will work together to identify and develop new sites for which Anthropic will be the anchor tenant, with an initial focus on the United States.

We Want to Raise Our Profile in Zurich

For its 30th anniversary, Syz Bank appointed a new chief executive.

Hampden Bank delivers strong first-half performance

During the first half of the year, the Bank continued to invest in its long-term growth strategy.

AI, personalization and the $1.5T missed opportunity in wealth

How advisors can close the experience gap as clients demand more from their firms.

BVI Private Trust Companies: governance, succession planning and continuity for family wealth

The board can be tailored to reflect the family's governance needs, bringing together family members, trusted advisers and independent professionals.

Astraeus Launches AI-Native Infrastructure for Wealth Management Firms

New platform to help advisory firms move beyond fragmented technology stacks and build intelligent, auditable, and scalable enterprises.

BoD - 6M Results for the period ended 30.6.2026

Revenues: €493m (up 13% YoY): 2Q outstanding, with revenues of €271m (up 29% YoY, up 22% QoQ), on record performances in Advisory and Markets

Standard Chartered to launch Signature CIO Funds from GIFT City

IFSCA approval paves the way for the Bank to expand its wealth offering from India’s international financial services hub

Why Wealth Taxes Always Fail

Wealth inequality may very well be a problem worth addressing, but wealth taxes are not the solution.

Nordlux will become part of Cinerius and, following the planned merger with GSLP, will be the largest Luxembourgish asset manager for German-speaking clients.

The completion of the transaction and the merger of Nordlux and GSLP are subject to the necessary regulatory approvals.

Allianz Global Investors Joins SIX Swiss Exchange as New ETF Issuer

The new Allianz Smart Active ETF range provides access to three actively managed equity strategies covering global, European and US markets.

Finpension continues to grow rapidly

At the same time, the number of customers has also increased significantly: Over 75,000 people now use the pension and investment solutions of the Lucerne-based company.

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Wealth and Asset Management