Managers of Wealth

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.

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

J. Safra Sarasin and Golding launch Private Markets partnership for the Swiss institutional market

This collaboration enables the Bank to expand its alternative investments offering, providing its institutional clients with access to a broadly diversified portfolio

Standard Chartered sets out sustainable growth plan, targeting ~18 per cent RoTE in 2030

Delivering higher quality, diversified and durable growth, with clear milestones to 2028 and beyond.

ING in Italy marks 25 years of digital banking, launches Private Banking

Private Banking is the third tier of ING’s Retail offering, providing tailored wealth management, investment strategies and financial planning for high-net-worth individuals.

UBS Client Account Manager shortlisted in Finance Rising Star Awards

Since joining UBS in 2024 through the firm’s Graduate Talent Program, Tom has established himself as a valued and trusted member of the team.

Syz Group Adopts Bloomberg Enterprise Solutions to Deliver Institutional-Grade Portfolio Intelligence in Private Banking

Bloomberg PORT Enterprise supports scalable, multi-asset analytics and client transparency across Syz Group’s discretionary and private banking business

AI Agents in Finance: How They Transform 70% of Processes

The wealth and asset management industry has entered a phase of structural transformation, marked by a multiplication of pressures.

Canaccord Wealth UK Partners with Bitwise to Launch Crypto ETPs

Strategic Significance: This collaboration marks a significant advancement for Canaccord in offering structured crypto exposure, and while currently limited to eligible clients

AI fuels the strongest earnings season in years

The first three months of 2026 delivered the strongest quarterly earnings expansion since 2021, supported by robust demand for AI infrastructure.

Reflections on progress: Elissa Bayer on 50 years in wealth management

This was before the fragile ceasefire, so she spent some of the time sheltering from missiles.

Deutsche Bank appointed primary dealer in Norwegian government bonds

The appointment reflects the Bank’s commitment to supporting liquidity and access in the Norwegian government bond market for investors in Norway and globally.

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Wealth and Asset Management