Managers of Wealth

Pillar 2 buybacks: maximising your tax deduction in Switzerland

Pension assets are not subject to either income tax or wealth tax.

Scottish wealth management firm grows again

New acquisition adds to strategic expansion and portfolio growth

UBS Advisor Team The Schultz Group in Phoenix Named to Barron’s Top 250 Private Wealth Management Teams

The team is committed to delivering professional investment management and building personalized relationships with clients.

Barclays appoints Neel Laungani as Head of Financial Sponsors, Asia Pacific

Neel Laungani’s appointment to accelerate growth ambitions across Investment Banking, and support delivery of Barclays’ three-year plan

Rethink Perspectives: slowdown, uncertainty, resilience – decoding the new economic reality

Global growth has not been derailed, he explained, but it has left the highway. Investors must now adapt to a steeper route, marked by geopolitical twists and turns and reduced visibility for businesses.

UBS joins forces with Supertri and loca charities to drive inclusion and community spirit in Jersey

UBS announced its collaboration with BSK and JET earlier this year, in an effort to raise awareness of the charities and with an aim to increase the firm’s local, social impact commitment.

VP Bank’s Reto Marx: We don’t see much EAM margin compression

VP Bank has consolidated its Asian operations in Singapore, retaining 99% of clients after its exit from Hong Kong and sustaining a return on assets of 60 basis points in its EAM business.

HSBC Rolls Out AI Ecosystem for Private Bankers

This will then be translated into market insights and personalized investment strategies for clients.

UBS warns impacted former staff three months after data leak

The Swiss group sent a letter to several former employees informing them that there had been a cybersecurity breach affecting their data.

Global Wealth Reset: How Wealth Managers Are Racing to Keep Up

Professionals are catching up: over half now see crypto as key for client engagement, even as concerns about trust in exchanges persist.

Capital Group: Women Are Underinvesting Their Inheritances

However, 40 percent of women wish they had invested more of their inheritance, compared to 30 percent of men.

After watching advisors walk, UBS adjusts pay plan, a boost for some advisors

“I think it’s too little, too late,” said one industry recruiter.

UBS Advisor Team The Schultz Group in Phoenix Named to Barron’s Top 250 Private Wealth Management Teams

The Schultz Group, which includes Financial Advisors Steven L. Schultz, Stockton M. Schultz, and Justin M. Low, was the only Phoenix-based team included on the Top 250 Private Wealth Management Teams list for 2025.

PGIM and Partners Group enter strategic partnership to deliver multi-asset solutions

The collaboration was established in response to growing client interest in alternative investments and rising demand for comprehensive investment strategies from trusted partners that offer experience, scale, efficiency, and innovation.

FNZ and AJ Bell Extend Long-Term Partnership with New 10-Year Agreement

The new agreement will see FNZ continue to provide the core technology that supports AJ Bell’s dual-channel platform, one of the fastest growing businesses in the UK platform market.

Morningstar Wealth partners with Mabel Insights to improve MPS support

The firms said the collaboration will provide financial advisers with deeper insights

TIAA Wealth Management & Advice Solutions Announces Lending and Estate Planning Solutions Through Strategic Partnerships

Agreements with The Bancorp Bank, N.A. and Trust & Will expand wealth management capabilities beyond traditional investment services

HSBC Private Bank unveils new AI-driven platform

The platform is specifically designed for teams that interact with clients, as well as for investment advisors and product experts.

Raiffeisen Switzerland extends the current strategy period until the end of 2026

The adoption of the new Group strategy will be postponed until the end of 2026.

The 4 key behaviors of high-growth advisors that set them apart from the rest

Study reveals what fuels sustainable wealth management firm growth.

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Wealth and Asset Management