Managers of Wealth

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.

Pictet Asset Management Launches First European Active ETFs Driven by AI

The launch follows the success of Pictet - Quest AI-Driven Global Equities, a Luxembourg-domiciled UCITS fund introduced in March 2024.

Objectway acquires Swiss private banking technology business from FNZ to strengthen its pan-European positioning

Objectway welcomes a team of over 160 professionals, bringing their expertise and professionalism honed in developing innovative, award-winning solutions for over 40 private banks

AI widens gap between scalable and struggling wealth firms, study shows

The report, Built to Scale, is based on a survey of 300 senior professionals across banks, wealth and asset managers in the UK, continental Europe and Canada.

Finalists revealed for the 2026 Australian Wealth Management Awards

The finalists for the 2026 Australian Wealth Management Awards have been revealed, recognising the outstanding professionals, businesses and innovators driving excellence throughout Australia's wealth management industry.

Sygnum Europe Leverages Global Banking Platform and Products In Expanded EU Market Access

As the MiCAR transition period ends, Sygnum Europe smoothly shifts into operating-mode under the new regime with its licence in Liechtenstein.

Lombard Odier’s Jack Siu backs convertibles for protection and performance

Lombard Odier’s “total wealth approach” also includes private market exposure, the firm’s head of discretionary portfolio management, Asia, Jack Siu, tells FSA.

Corient Accelerates European Growth With the Addition of Letus Private Office

Leading French multi-family office with approximately US$5 billion in assets is Corient’s fourth European acquisition, growing firm’s global assets to approximately US$523 billion

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Wealth and Asset Management