Managers of Wealth

Edinburgh wealth advisor acquired by new firm

Nine Edge has since moved quickly to secure its first acquisition of Edinburgh-based RMS Financial Ltd, a firm founded in 2013 by financial advisor Richard Murray.

ZKB places two systemically important banks positively on Credit Watch

The Zurich Cantonal Bank is reviewing the debt ratings of Raiffeisen Switzerland and UBS Group with a view to upgrading them. It has also modified its rating model for Swiss banks and is now publishing standalone ratings as well.

Composition Wealth Welcomes $900 Million Edgewater Wealth Management, Expanding Firm's Northwest Footprint

Team joins national firm for greater growth opportunities, expanded investment capabilities and client resources

L&G and Manulife Wealth & Asset Management Announce Strategic Global Partnership

This partnership underscores the joint commitment to delivering diverse investment solutions and expanding access to differentiated strategies for institutional, retirement, and retail clients globally.

Santander, World’s Best Private Bank for HNW Clients

Santander Private Banking has been awarded 15 prizes by Euromoney magazine.

LGT Wealth Management UK Partners with Addepar to Support Client Service and Data-Driven Insights

Addepar will provide LGT Wealth Management UK with a flexible, integrated data foundation that supports clear, tailored client reporting and a consistently high standard of personalised service.

Standard Chartered strengthens digital wealth offering with upgraded mobile app and AI advisory

In 2024, Standard Chartered’s Wealth and Retail Banking division took a step in digital transformation with a series of enhancements across its mobile and advisory platforms.

Geneva boutique gets its Finma licence

Spring Investments' fund has busted through the Finma threshold, prompting the firm to get a new licence.

Launch of the Piguet Active Prévoyance 60 LPP fund

The fund will implement a diversified investment strategy combining traditional asset classes — equities and bonds — with real estate and alternative investments.

Pictet raises over €400m for first direct private equity strategy

The Fund has a thematic focus on sub-sectors in B2B Services and Education that benefit from long-term growth tailwinds.

Affluent Market: The Greatest Potential for Digital Transformation in Wealth Management

In Latin America, the markets where they see the greatest room for growth are Mexico and Brazil, where they still see relatively low penetration despite their size

Victory Capital withdraws from bidding war for Janus Henderson

Texas-based money manager’s decision to pull its proposal clears way for rival offer

Moss Adams Wealth Advisors Goes Independent, Unveils New Brand: Threadline Wealth

The new firm, majority led by management, launches as an independent RIA, positioning itself to collaborate broadly across the accounting profession while building a regional boutique wealth management firm.

Wealth Management Has a Last Mile Problem

The last mile, the step between content existing and a client actually receiving it, has never been engineered, and it’s costing an enormous amount of value that nobody is measuring.

Sygnum Co-Founder: «The Long-Term Trajectory of Digital Assets Is Intact»

Born out of parallel ambition in Singapore and Switzerland, Sygnum was designed from the outset as a regulated digital asset bank serving as a bridge between Europe and Asia.

A $44,000 Salary Now Gets Private Banking Access in South Africa

For clients under 30, a four-year degree in science, technology, engineering or mathematics is enough to qualify, with discounted fees.

Credinvest Bank awarded for service excellence: a recognition that strengthens Ticino's role in private finance.

The Lugano-based institution wins the title of best customer service in Switzerland at the Euromoney Private Banking Awards 2026, confirming a strategy based on tailored advice and long-term relationships.

BlackRock Fink says AI boom may widen wealth gap without broader market access

"Now AI threatens to repeat that pattern at an even larger scale."

How inherited wealth could reshape corporate America’s leadership pipeline

As trillions of dollars move from older Americans to their heirs, fewer people may feel compelled to endure the long climb to senior leadership at large firms.

William Blair Private Wealth Management Recognized by Barron’s

The advisors honored represent the firm’s offices in Georgia, Illinois, and Maryland.

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Wealth and Asset Management