Managers of Wealth

Annual Financial Statement 2025 Regiobank

Regiobank looks back on a successful financial year 2025.

China's bank wealth management market tops 33 trln yuan in 2025

As of the end of last year, 159 banks and 32 wealth management firms had 46,300 outstanding products, representing a 14.89 percent increase from the start of 2025.

UBS Explores BTC Trading For Wealthy Clients As Wall Street Embraces Crypto

The Swiss bank, which managed $4.7 trillion in wealth assets as of September 30, is selecting partners for a cryptocurrency offering after months of discussions.

Lazard Global Total Return and Income Fund Declares Monthly Distribution and Issues Estimated Sources of the Distribution Announced in December

All amounts are expressed per share of common stock and are based on accounting principles generally accepted in the US, which may differ from federal income tax regulations.

Empowered Advisors: Mesirow Wealth Management Champions the Next Wave of Advisor Independence and Practice Growth

We are deeply committed to meeting clients' evolving needs and in attracting driven, client-focused advisors who share our vision for growth

Partners Group formally launches a special opportunities strategy

Partners Group's special opportunities strategy will focus on three types of transactions across corporate solutions

Standard Chartered HK opens One IFC Wealth Management Centre

The opening of the new centre further strengthens Standard Chartered Hong Kong’s leading position in the Affluent segment.

Rothschild & Co AM delivers record net inflows

The asset management business reached €47bn of assets under management by the year's close.

Crédit Agricole unifies CIB and wealth arms in 43,400 sqft hub

An internal staircase now connects the corporate and wealth management teams across two levels.

Growing international wealth mobility posing new risks, warns Rathbones

Wealth is increasingly borderless, despite patchworks of compliance and reporting, says Stowell, increasing need for careful planning

Broadridge Recognized as One of FORTUNE Magazine’s 2026 ‘World’s Most Admired Companies’

These honors reflect Broadridge’s continued investment in next-generation capabilities that help clients drive efficiency, resilience, and growth.

FNZ and Centric extend strategic partnership to modernise adviser platform in Australia

The renewed partnership includes a significant program of modernisation to position Centric as a market-leading, adviser-led platform.

Hawksmoor set to see mystery two-year S166 lifted

The investment arm of Hurst Point group is set to be give a clean bill of health after the regulator issued a skilled persons review back in March 2024.

Barclays to proceed with relocation of its European HQ from Dublin to Paris

This move will enhance oversight and governance by bringing decision-making closer to the majority of its Investment Banking operations in Continental Europe.

WRISE Group Establishes Strategic Alliance with The Continental Group to Democratise Access to Private Banking in the UAE

Strategic alliance between two financial services leaders expands access to private banking across a broader investor base in the UAE

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Wealth and Asset Management