Managers of Wealth

Citigroup: Third Quarter 2025 Results and Key Metrics

This compares to net income of $3.2 billion, or $1.51 per diluted share, on revenues of $20.2 billion for the third quarter 2024.

Cornèr Bank announces full acquisition of Lugano wealth manager

The bank already took a 30% stake in Finpromotion in 2022.

2025 RBC and Campden Wealth Report: North American family offices adapt to uncertainty and embrace AI, innovation

Following volatility in early 2025, family offices are transforming caution into opportunity to position themselves for sustained success

Guernsey Private Wealth Forum identifies education and communication as the key to supporting the next generation of wealth creators

The London-based conference featured two panel sessions, addressing the theme From Startup to Legacy: Building and Preserving Wealth.

Northern Trust Selects Broadridge Global Class Action Services

Northern Trust unlocks greater asset recovery opportunities and investor participation, helping enhance client returns

Asset Servicing Volumes Surge 25% YOY, Triggering a New Era of Automation and Efficiency, New Broadridge Study Finds

The study draws insights from over 270 industry leaders worldwide on the innovation, priorities and challenges that are shaping the future of asset servicing.

Wealth firms slow to adopt private market allocations: Study

Wealth firms do not expect a significant change in client portfolio allocations to private markets, according to a study by the Thinking Ahead Institute.

Advisor Productivity: Solving the Canadian Integration Gap

Partnerships between fintech companies and traditional financial institutions are less prevalent here than in other advanced markets.

Canaccord Genuity in early talks over possible sale of British wealth arm, sources say

The CEO of the unit, known as Canaccord Wealth, has held meetings with private equity firms recently about a potential sale, said the people, who declined to be named as the information is not public.

Truist's third-quarter profit rises on robust wealth management and interest income

Expectations of further rate cuts later this year are also fueling optimism for improved margins and stronger credit growth.

CaixaBank strengthens its Private Banking division with an expanded vision of wealth management and a new brand: CaixaBank Wealth Management

The new term, CaixaBank Wealth Management, reflects the bank’s strategic vision of offering a broader service than traditional private banking.

LO Women Invest: rethinking ways to boost family ties

This is understandable, since money is often a key source of diverging views.

UBS appoints Chief AI Officer to drive its AI strategy

UBS appoints Daniele Magazzeni as Chief Artificial Intelligence Officer to further advance the firm’s AI strategy.

Nucleus Group’s Third Financial signs landmark deal with Titan Wealth

The landmark deal will run for an initial term of five years and is the largest ever signed by Nucleus and one of the biggest deals of its kind in the industry.

Generational wealth transfer set to shift trillions

Together with financial investments, these factors form the top three sources of wealth globally.

NBK Wealth receives ‘Outstanding Private Bank for High-Net-Worth Clients’ award

As part of Private Banker International’s Global Wealth Awards ceremony in Singapore

Utmost Wealth Solutions launches Autumn 2025 Navigator with focus on controlled distribution

The Spotlight examines how insurance-based wealth solutions offer a powerful and flexible way to achieve this and explores how these products are being used to structure wealth transfer in Spain, Belgium and Luxembourg.

Investment group to acquire stake in Swiss wealth manager

Haute Capital Partners has signed a deal to buy a minority stake in an undisclosed Swiss wealth management firm.

Guernsey Private Wealth Forum identifies education and communication as the key to supporting the next generation of wealth creators

Emerging sectors such as technology, sport, social media and entertainment are driving demand for more tailored and innovative solutions.

TIAA Wealth Management Selects BNY Pershing’s Wove to Advance the Client and Advisor Experience

Industry-leading platform integration to deliver seamless wealth management solutions for retirement savers

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Wealth and Asset Management