Managers of Wealth

SEI Sponsors Golf Pro Braden Shattuck at PGA Championship

Company Supports Greater Philadelphia Talent as Championship Comes to the Region

AlTi Global Q1 2026 slides: 28% revenue growth, UHNW focus drives results

The disconnect between operational performance and stock price reflects broader market volatility and ongoing investor concerns about wealth management sector headwinds.

Six questions about investing in the evolving energy system

Damian Payiatakis, London UK, Head of Sustainable & Impact Investing; Niall MacDowell, Head of Climate Technology for Barclays and Professor of Energy Systems, Imperial College London

Where patience takes root: 125 years of building a family business at Frank P Matthews

It is in this context that Lombard Odier is sponsoring Frank P Matthews at this year’s show, bringing together two legacies shaped over time.

Scotiabank to Offer Wealth-Management Services to State Bank of India's High-Net-Worth Clients in Canada

The Indian bank currently offers full-service retail, commercial and corporate banking services to clients in Canada.

Global wealth detaches from borders as 1 in 5 ultra wealthy are now foreign-born

The report forecasts a rapid increase in the net worth of global UHNW individuals.

Partners Group inks distribution partnership with Bank of East Asia

Bank of East Asia wealth management and high-net-worth clients will get access to some Partners Group private market investments.

The Kelley Financial Group Earns Forbes Best-in-State Wealth Advisors 2026 Recognition

Forbes ranking recognizes The Kelley Financial Group as the best-in-state wealth advisors 2026 and highlights disciplined financial leadership

Next-gen heirs shun change, want continuity in banking, says UBS

‘This is probably the biggest myth... that they actually prefer a different wealth manager than versus their parents,’ said UBS's Young Jin Yee.

J.P. Morgan Private Bank Unveils 2026 Mid-Year Outlook: Promise and Pressure

Building on those three themes, J.P. Morgan Private Bank's 2026 Mid-Year Global Investment Outlook examines how each has accelerated, setting out the risks, opportunities, and implications for investors.

PMI and Schroders launch 2026 survey on Defined Benefit investment governance

With funding positions improving for many schemes, and expectations around governance, value and long-term planning intensifying, the survey aims to understand how DB governance is changing in practice.

Wealth managers prepare for next ‘Big Bang’ in technology

While technology with a human face defines today’s wealth management reality, the debate between lovers of robotic investments and behavioural science is gathering steam

Edmond de Rothschild AM expands sales in Latin America and US offshore

The collaboration covers the markets of the USA, Uruguay, Argentina, Chile, Brazil, Colombia, and Peru.

Private Banking: Why the 10 billion question is only half the truth

Half of Switzerland's medium-sized private banks still describe themselves as providers of global wealth management for successful individuals and their families.

The restructuring of Bank E. Sturdza weighs on its results

This new entity now manages the EI Sturdza Funds and handles all of the group's asset management activities.

Wealth manager masters the art of providing clarity and delivering growth for clients

LH Koh, head of UBS’ family and institutional wealth in Asia-Pacific, says painting inspires calm, thoughtful approach to help build trust

IMA adds $400M wealth management team through CFS partnership

The transaction adds three private wealth advisors and strengthens IMA’s presence in Colorado, which the company described as a priority market.

2026 Wealth Management Awards Winners and Finalists Announced by Business Awards UK

These awards celebrate organisations and individuals working across private wealth advice, tax and wealth structuring, digital advisory services, and modern approaches to investment and asset-backed ownership.

Rathbones named Wealth Manager of the Year

Win at prestigious City AM awards reflects Rathbones quality of service, strength and momentum

London IFA buys £200m firm in Saltus-backed deal

The move has added £200m in assets and 300 clients to the firm.

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Wealth and Asset Management