Managers of Wealth

Nour Private Wealth enters into a definitive agreement to acquire Goodwood Français

This planned partnership reflects our commitment to providing thoughtful, comprehensive, and tailored wealth management solutions, supported by a culture of care, discretion, and continuity across generations.

LGT WM plans Manchester office move for growing team

Expansion continues two years after hiring an Evelyn Partners team to get started in Manchester, with Adam parker also joining former colleagues.

Aurum Capital unveils AI-driven quantitative wealth advisory platform

The platform is designed to assist investors with wealth management through data analysis and tailored portfolio strategies.

From ESG hype to credibility: what wealth management faces in 2026

WealthTech company Kidbrooke recently explored the lessons learned from 2025 and what to expect in wealth management in 2026.

Bank of America advisers get green light for bitcoin

Bank of America has allowed its 15,000 advisers to consider bitcoin ETF allocations for its wealth management clients for the first time this month.

Why rethinking wealth management through a long-term lens supports generational continuity

Lombard Odier stands out by virtue of its unique governance model.

Deutsche Bank achieves positive ESG rating results in 2025

With the four leading rating agencies the bank was able to either significantly improve its results or strengthen its already high rating with an increased total score.

UBS Advisor Team Hollenbaugh Rukeyser Safro & Williams Ranked #4 on Forbes America’s Top Private Wealth Management Teams List

The team ranked #4 nationally, making it the highest ranked UBS team on the list and marking the third consecutive year that the team has been named to the list.

Paul Allen estate exits Cercano as $10.5bn wealth manager goes employee-owned

The firm allocates capital across public markets, private equity, real estate, and private credit, and typically works with clients who commit at least $250m.

UOB Asset Management Launches ASEAN Dividend ETF as Investors Turn to Dividend Strategies

The region also offers a diverse mix of growth-oriented and established economies, creating opportunities for portfolio diversification across different market cycles.

HSBC signals big year ahead for wealth push in 2026

HSBC's Christopher Dean details how the bank plans to accelerate its wealth offering in 2026.

JPMorgan abandons proxy advisers and turns to AI

The decision applies immediately and comes as regulatory scrutiny increases around the proxy advisory sector.

UBS Advisor Team Hollenbaugh Rukeyser Safro & Williams Ranked #4 on Forbes America’s Top Private Wealth Management Teams List

The team ranked #4 nationally, making it the highest ranked UBS team on the list and marking the third consecutive year that the team has been named to the list.

HSBC agrees to pay £260m to settle dividend fraud case in France

Several large France-based banks have been under investigation over their alleged use of a scheme to avoid certain taxes linked to the payment of dividends.

Greece emerges as a magnet for the world’s ultra-rich

The report points to a sharp rise in cross-border relocation among high-net-worth individuals-defined as those with assets exceeding $1 million.

Apex and Allfunds partner on offshore investment access

The partnership will establish a technical link between the Allfunds platform and Apex’s AscendOS system.

Battistelli Holland Wealth Management Group of Stifel named to Forbes’ Best-in-State Wealth Management Teams list for third consecutive year

The team has more than six decades of investment industry experience and believes that clients should have financial advisors in their corner who truly understand their needs and offer a personalized approach to investing.

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Wealth and Asset Management

Nour Private Wealth enters into a definitive agreement to acquire Goodwood Français

LGT WM plans Manchester office move for growing team

Aurum Capital unveils AI-driven quantitative wealth advisory platform

From ESG hype to credibility: what wealth management faces in 2026

Bank of America advisers get green light for bitcoin

Why rethinking wealth management through a long-term lens supports generational continuity

Deutsche Bank achieves positive ESG rating results in 2025

UBS Advisor Team Hollenbaugh Rukeyser Safro & Williams Ranked #4 on Forbes America’s Top Private Wealth Management Teams List

Paul Allen estate exits Cercano as $10.5bn wealth manager goes employee-owned

UOB Asset Management Launches ASEAN Dividend ETF as Investors Turn to Dividend Strategies

HSBC signals big year ahead for wealth push in 2026

JPMorgan abandons proxy advisers and turns to AI

UBS Advisor Team Hollenbaugh Rukeyser Safro & Williams Ranked #4 on Forbes America’s Top Private Wealth Management Teams List

HSBC agrees to pay £260m to settle dividend fraud case in France

Greece emerges as a magnet for the world’s ultra-rich

Apex and Allfunds partner on offshore investment access

Battistelli Holland Wealth Management Group of Stifel named to Forbes’ Best-in-State Wealth Management Teams list for third consecutive year

Northern Trust Asset Management Delivers Direct Indexing Solution on Envestnet Platform

LGT Global Outlook 2026: A “world in mid-sentence,” as investors navigate recalibrating markets

Meet Our Forbes/Shook 2026 Best-In-State Wealth Management Teams