Managers of Wealth

Deutsche Bank to take space at YY London, Canary Wharf, from early 2028

YY London offers a high-quality, future-ready workplace designed for collaboration, with strong sustainability credentials and smart building technology.

Northern Trust Expands Relationship with First Sentier Group to Support Irish Fund Structure

The appointment supports First Sentier Group’s broader approach of aligning its operating model across key fund structures and jurisdictions.

AllianceBernstein targets UK retail growth with plan to double assets

Its UK retail business is worth around £3.3bn.

UBS expects higher rents despite low interest rates

The reference interest rate, which is crucial for Swiss residential rents, is likely to remain stable for the time being.

Hang Seng Bank doubles down on wealth hubs despite Beijing’s tighter investment scrutiny

Hong Kong lender says it is expanding its workforce to capture rising demand from high-net-worth clients

Azura Financial launches private banking arm with Stella Private merger

New Azura Private platform targets high-net-worth clients with complex lending needs

Major private bank in South Africa fighting prosecution

Investec has, until now, largely sat out the decade-long legal battle over allegations of rand/dollar fixing at major banks.

T. Rowe Price To Expand Fixed Income ETF And SMA Capabilities By Acquiring F/m Investments

The acquisition is expected to deepen T. Rowe Price’s fixed income capabilities, accelerate growth across its ETF franchise, and broaden its liquidity, cash management, and customized fixed income offerings.

Global reach on a ringgit policy: Legacy planning for Malaysia’s rising wealth

The findings point to the importance of planning not only for who eventually receives wealth, but also how and when it is transferred.

French wealth manager for Americans living in Europe opens New York office

Levitt Capital Management was founded to address the advice gap facing US citizens who relocate to Europe

Kingsford Wealth Management merges with Dragon Wealth

The merger has now brought the two companies together under one roof at the former's offices at Victoria Court in Bexton Road.

Hypothekarbank Lenzburg increases group profit in the first half of 2026

In the second half of 2026, the bank's focus will include the launch of its own pension funds.

SNB Group Launches Mastercard’s World Legend Card for Private Banking Clients

The launch reflects SNB Group’s continued commitment to delivering innovative banking solutions and exceptional experiences tailored to the evolving expectations of affluent customers.

UBS Global Wealth Management lifts S&P 500 year-end target to 8,100

The wealth management arm of UBS Bank, UBS Global Wealth Management is the newest addition to a growing chorus of global ⁠research firms forecasting the S&P 500 will be above 8,000 by the end of 2026.

GKB significantly increases profit in the first half of the year

With CHF 3.0 billion in equity capital, GKB underscores its strong resilience.

Clientis Group achieves convincing half-year results: Growth strengthens profitability, profit and substance

The Clientis Group continues to present itself as robust, growth-oriented and profitable in the first half of 2026.

Wealth Enhancement buys Servo Wealth advisory unit

The Oklahoma-based company offers investment advice, financial planning and wealth counselling to individuals and families.

Wealth Shortlist Update: BlackRock European Dynamic

The fund is managed by Giles Rothbarth, who has been involved with the fund since 2015 before becoming lead manager in 2021.

Santander Expands U.S. Presence with Completion of Webster Acquisition

Building on its decades-long commitment to the United States, this transaction demonstrates the significance of the U.S. market to Santander’s growth strategy.

Vontobel is 'reviewing our whole customer lifecycle process'

Executive Gianpiero Galasso details how Vontobel is keeping up with the trends of new technologies and generations as part of our private banking award video series.

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Wealth and Asset Management