Managers of Wealth

Forbes Best-In-State Wealth Management Team 2024

The AMP Wealth Management Group Named to Forbes Best in State Wealth Management Teams List

The 4 portfolios of wealth management

Tax planning, asset management, debt management and risk management — help your client visualize that framework

UBS gears up to pilot US banking services for wealthy clients – report

The employee rollout will test pricing and products before a mid-2027 launch for wealth management clients.

Job cuts at Fisch: "We need to become a true boutique again"

Fisch Asset Management is undergoing one of the most profound restructurings in its corporate history.

Julius Bär to loosen client ban as Benko clean-up nears end

Likely shift to signal an end to the so-called Benko crisis at the Swiss bank

Stuart Beaver named Best Financial Planner at EISA Awards 2026

The award, which is voted for by industry peers rather than entered through a formal submission process, reflects the high regard in which Stuart is held across the entrepreneurial and investment communities.

Nairobi to Host Forum on Wealth Management and Family Office Investment

Participants will also explore how technology is reshaping wealth management and influencing investment decision-making.

Bell Financial launches private wealth manager

Bell Financial Group has launched a private wealth management service as part of a digital transformation push for the business.

7IM pledges ‘genuine value’ for advisers in multimillion growth plans

The company is also rolling out the first of many updates, after having spent time in 2025 “getting a great team, tech and roadmap in place”.

Silvercrest Asset Management Group Named to Inaugural CNBC Elite Advisors List of Top Ultra-High-Net-Worth Wealth Management Firms for 2026

The firms recognized specialize in serving clients with investable assets of $25 million or more.

SNB sees Swiss banks well placed to face challenges, UBS well capitalised

UBS has enough capital to satisfy planned Swiss reforms, central bank says

DBS, Samsung Securities to Partner on Wealth Management in Asia

The two financial institutions signed a memorandum of understanding to form a partnership in wealth management, allowing their clients to diversify across markets, DBS said Thursday.

643 Ameriprise Financial Advisors Named to the Forbes “Best-in-State Wealth Advisors 2026” List

The rankings are finalized based on data provided by thousands of the nation’s most accomplished advisors.

Canaccord Wealth launches MPS for UK-based US expats

The new model portfolios aim to address a gap in the market for expats, who face tax rules from both the UK and US

Standard Chartered Global Private Bank partners with Cambridge institute to advance leadership capabilities

Among the first global private banks to introduce bespoke leadership development programme for its leaders

Barclays acquires Global Headquarters at One Churchill Place from CWG

The acquisition also supports Barclays’ ongoing investment in its workplace, enabling the creation of high-quality, flexible space for colleagues as working patterns and business needs continue to evolve.

South Korea's Wealth Surges 44% as AI Chip Bonuses Reshape Private Banking

This could mark a shift in South Korea's wealth story, with rank-and-file semiconductor workers gaining from the AI cycle rather than only business families or wealthy heirs.

Healthier societies: a thematic approach to investing

Investing to support healthier societies is therefore not only important from a human perspective; it is closely linked to economic stability and, in turn, financial returns.

Schroders close to selling its financial planning arm for more than £200mn

UK asset manager aims to dispose of Benchmark Capital to Söderberg & Partners

NatWest Group announces the completion of the acquisition of Evelyn Partners

The Transaction creates the UK's leading Private Banking and Wealth Management (“PBWM”) business.

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Wealth and Asset Management