Managers of Wealth

The ZKB promotes the canton of Lucerne to the highest league

And the rising star is the canton of Lucerne.

ARC Wealth Indices Estimates

Investors with a bias towards growth were back in the ascendency, with global growth stocks outperforming their value counterparts by around 6 percentage points.

Lyceus Group Named Finalist for “PR Campaign of the Year” at 2025 Wealth Management Industry Awards

Nomination recognizes Lyceus Group’s strategic communications campaign for Clough Capital in the asset management space

Julius Baer shutters Qatar office, prepares Abu Dhabi launch

The Swiss wealth manager is doubling down on UAE expansion 20 years after opening in Dubai

Hoxton Wealth secures over £1mn in tax refunds

The firm said recovered funds can play a key role in helping clients bolster retirement savings, fund education, or reinvest in other financial goals.

NextGen HNWIs: Redefining the Future of Wealth Management

The financial world stands at a turning point.

Andreas EF Utermann: The Vontobel Method for Integrity Banking

An inside look at the "Vontobel Method."

Arbuthnot Latham invests in catastrophe bonds for their lack of correlation

Like many other investors and investment managers, Arbuthnot Latham has been seeking out diversification in recent months, as it noted correlated market volatility across many asset classes.

US added 562,000 millionaires in 2024 but wealth management has a challenge

New report reveals gaps in how advisors work with next-gen HNWIs.

Capital punishment: How Swiss bank reforms could hit UBS

Bank’s year-long tussle with government will come to a head with proposals to be unveiled on Friday

Commonwealth Chooses Wealth.com to Deliver Estate Planning Platform Access to Network of Advisors

Strategic partnership empowers affiliates with modern estate planning tools for scalable, holistic wealth management

Wealth Management Market Study identifies size of the HNW international life insurance market for the first time

This landmark Market Study unveils for the first time the size of the rapidly growing HNW international life insurance market.

MillTech launches cash management solution in collaboration with BlackRock

MillTech has experienced significant success in providing the investment community and global corporates with automated currency management and access to better FX rates.

London & Capital and Waverton Investment Management officially combine as W1M

W1M manages over £21 billion in assets, placing it among the UK’s largest wealth managers.

Wealth Management Industry Awards Announces Record Number of Finalists for 2025

This year's awards program received a record-breaking 1,209 nominations, reflecting the continued growth and innovation within the wealth management industry.

Julius Baer sets focused strategy to unleash its full potential through disciplined execution

The Group further shares its strategic agenda and priorities, and a new set of financial targets for the upcoming three-year period commencing in 2026.

HSBC UK Private Banking partners with Addepar to provide brand-new client reporting experience

As one of the largest banking and financial services organisations in the world, HSBC is committed to delivering superior client experience powered by leading digital solutions.

Wittmann woos family money with bold predictions

Central to their decision-making, amid today’s re-configurated geopolitical reality, is the position of Germany and the new leadership in Berlin.

Private banking: a changing of the guard in the industry

Nonetheless, these institutions’ recruitment needs remain high, and attracting young talent is becoming an increasingly important issue for them.

Schroders UK Financial Adviser Pulse Survey 2025: Wealth transfer emerges as priority issue for advisers in response to government proposals

The survey was conducted post ‘Liberation Day' amid significant market volatility.

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Wealth and Asset Management