Managers of Wealth

Record-Breaking 30 William Blair Wealth Advisors Named Best-in-State by Forbes

The Forbes best-in-state and top wealth advisors are based on various criteria, including revenue trends, assets under management, and industry experience.

WealthBriefing award for RBC Wealth Management Jersey team

The wins cement RBC Wealth Management’s strong expertise in managing complex trust structures for its clients.

UBS Charts Bold Course: Balancing Leadership, Regulation and Rewards

Chairman Colm Kelleher defended the bank’s pay structure in his remarks.

Swiss Wealth Industry Helps Banks To Fund Economy, Report Says

The study, commissioned by the Swiss Banking Association, addresses the significance of the financial-services sector to the economy amid the heightened scrutiny since the collapse of Credit Suisse.

Wealth managers weigh options after Trump's 90 day tariff pause

Stocks soared after President Trump delayed his full tariff plan for 90 days leaving financial advisors wondering what to do during the interim.

France’s Amundi launches four US-focused ETFs for Hong Kong’s MPF

Amundi says they are designed to meet demand for diversified investment tools from MPF providers and asset managers.

Kaiser Partner Privatbank is growing on all fronts

Assets under management increased by 44.4 percent to CHF 8.24 billion.

19 long-service awards celebrated at Saffery Trust

With just over 100 employees in its Guernsey office, 63% of the team have now been with Saffery Trust for between five and 40 years.

Birmingham office launched by Hoxton Wealth, company set to undergo recruitment push in region

Hoxton Wealth’s Birmingham office opens with a team of five, and Bobby has ambitious growth plans for the region this year.

Wealthsimple acquires wealth management platform, Plenty

Their expertise complements Wealthsimple’s expansion of products for couples and families, including householding for Premium and Generation status, joint accounts, spousal RRSPs and RESPs.

Pictet Takes the Crown from UBS Asset Management

Swiss players like Mirabaud and BCV improve their standing, while others lose ground.

Citi Wealth restarts hiring engine with 10% targets

After a year of restructuring and high-profile exits, Citi's wealth business is shifting gears, aiming to hire private bankers and advisers in Asia.

Banque Heritage confirms its growth strategy with solid results

The Group increased its assets under management by 19%, further consolidating its positive trajectory.

Can team leaders survive the private banking shake-up?

As private bank restructure in a bid to cut costs, team and desk heads that don't have client books could become increasingly vulnerable.

Who are wealth management’s Rising Stars?

Four up-and-comers have been spotlighted in FN’s Rising Stars of European Finance 2025 list

Dubai's Mashreq to work with Goldman Sachs to cater for rich clients

As the number of high-net-worth individuals, keen for sophisticated investment strategies, increases in the region, a joint statement said services resulting from the collaboration would be available from this month.

Gen Z wealth platform Alinea Invest raises $10.4 million

Now with over 1 million users — 92% women and 70% Gen Z — Alinea hit 6x revenue growth last year, reaching a $6M run rate with a team of just 10 people.

Envestnet teams with Blackrock to simplify access to custom models

Enables Advisors to Meet Growing Demands for Portfolio Customization at Scale

America's wealthiest see Channel Islands as 'attractive' place to move money, financial bosses say

With the stock markets spooked, leading to their worst day since the pandemic, there are American fears that restrictions could stop the country's wealthiest from moving money overseas.

Quilter’s seven principles of investing through volatile times

This is completely natural given the uncertainty of what is happening and what could come next.

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Wealth and Asset Management