Managers of Wealth

ABN AMRO announces significant risk transfer transaction with Blackstone

This transaction provides first loss protection on a EUR 2 billion portfolio of large corporate loans

Investec named South Africa’s Bank of the Year 2025 by The Banker

Earlier this year, The Banker also recognised Investec as the Best Performing Bank in the UK in its Top 1000 Global Banks ranking

Cayman Finance strengthens private-wealth engagement at STEP events across the Americas and Asia

The activity spanned Mexico, the US, and Hong Kong between September and November, aligned with STEP’s global conference calendar.

LPL Welcomes Forest Lake Wealth Partners to Linsco

She reported serving approximately $280 million in advisory, brokerage and retirement plan assets* and joins LPL from UBS.

Standard Chartered deepens digital wealth push across EMEA

In response to increasing demand for mobile and online financial solutions, the bank continuously enhanced its wealth digital capabilities in key EMEA markets.

Brooks Wealth joins Integrity365 as group accelerates expansion

The acquisition supports its commitment to working with trusted, family-founded firms that prioritise personalised advice.

Chris Künzle: "This is now the benchmark in Swiss private banking."

In a very short time, the wealth management study by Zurich finance professor Christoph "Chris" Künzle has become a standard work in the Swiss private banking sector.

Barclays PB's Swiss CIO reimagines investment advice

Mathias Gonzalez explains how new generations are reshaping expectations and where the private markets tastes of Swiss clients diverge from their Middle Eastern peers.

Former Vontobel spin doctor strengthens his communications agency

The two new signings are Jan-Peter Schwartz and Oliver Zilcher.

Compromise proposal on UBS equity from bourgeois parliamentarians

UBS and its CEO Sergio Ermotti argue that this would put them at a competitive disadvantage compared to their international rivals .

Most advisers unprepared for the ‘Great Wealth Transfer’, says Unbiased Pro

Advisers ranked client acquisition as their top business focus for the next year at 34%, with client retention at 23%.

Hyper-automation is reshaping wealth management

Beneath the polished interfaces, many firms rely on fragmented systems that slow advisors, overwhelm operations teams, and leave compliance teams wading through manual evidence checks.

Julius Baer's chief strategist expects calmer waters in 2026.

Christian Gattiker, Chief Strategist and Head of Research at Julius Baer, is cautiously optimistic for the coming year. After the turbulent year of 2025, somewhat calmer waters are expected.

TIAA Wealth Management Unveils Rebrand Expanding Access to Financial Advice

New brand positioning combined with investment in technology, new products, and new advice channels, positions the business for next chapter of growth

Barclays Joins Major Finance Firms to Launch UK Retail Investment Campaign

With retail investment in the UK the lowest in the G7, it is vital to help build a culture of saving and investing - supporting people to make informed choices about how to put their money to work.

Mercer Advisors Expands Pacific Northwest Footprint with Acquisition of Thompson Advisory Services

Partnership adds Portland-based RIA known for holistic, planning-first client service

Truist Wealth elevates the digital experience with a new modern, mobile forward investment account and portfolio platform

Updated wealth platform focused on seamless client experience

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Wealth and Asset Management