Managers of Wealth

AXA and Deloitte Private Forge Strategic Initiative To Enhance Wealth Planning for HNW Clients

Deliver enhanced wealth-planning capabilities and client experience for HNW individuals

Jim London: Prudent consolidation and the rewiring of modern wealth management

What began as a route to scale has become a structural response to rising regulatory demands, shifting adviser demographics and the increasing cost of delivering advice.

Benchmark completes £450m buy-out to secure succession for two partner firms

Both businesses have embraced Benchmark’s award-wining technology and compliance solutions to drive sustainable growth and deliver consistent, high-quality client outcomes.

Valiant is also successful in 2025 and continues to grow.

Valiant continues its successful run, increasing its group profit by 2.9 percent to CHF 154.7 million in 2025.

Better-than-expected growth points to a stable US, European outlook

Despite the continuing impacts of US tariffs on consumers and trade, we expect global growth to stay close to potential, and broadly stable compared with 2025’s levels.

Liontrust Brings Together Fixed Income Capabilities into Single Team

The combined capability will benefit Liontrust’s existing fixed income clients, including the Sustainable Future (SF) managed range and the Multi-Asset funds and portfolios.

JTC PLC Pre-Close Trading Update

Resilient new business wins and latest acquisitions integrating well

Broadridge Reports Second Quarter Fiscal 2026 Results

Reaffirming FY'26 guidance including Recurring revenue growth constant currency, Adjusted Operating income margin, and Closed sales

From Multishoring to One-Bank Execution: Redefining Private Wealth for Global Asian Clients

He also shares how investment priorities are shifting toward Asia, risk-aware yield, and discretionary mandates

Summit Wealth Group Announces Merger with Premier Private Wealth

Merger will Launch Summit Family Office Services to Meet Increased Demand from Ultra-High-Net-Worth Families

Titan Wealth completes acquisition of IWP adding £6.9bn to AUM

The group said it now has 225 client-facing financial advisers across the UK

UBS's fourth-quarter and full-year 2025 results

High trading activity across Global Wealth Management and the Investment Bank underpinned by broad-based client engagement

Twelve Securis and Union Bancaire Privée (UBP) strengthen cooperation with new jointly developed ILS Fund

The collaboration reflects the shared commitment of both firms to delivering innovative investment solutions in a dynamic but evolving market environment.

Rise of AI may still be at ‘infancy’: Indosuez Wealth Management

Chief investment officer Alexandre Drabowicz says that it is “fair” to say that it is a “debate” on whether if there is indeed an AI bubble.

Global corporates pivot towards selective capital allocation in 2026 amid resilient growth

Leverage has improved marginally, providing corporates with an average 8 per cent increase in debt headroom year-on-year, while liquidity buffers remain elevated, having risen by 6 per cent.

Deutsche Bank recognised for market leadership and innovation in Korea

Recognition by South Korea highlights Deutsche Bank’s FX market expertise and pioneering role in South Korea’s RFI Programme

Mediobanca’s top private bankers decamp to Deutsche Bank

Move by German lender comes in the wake of Milanese lender’s takeover by Monte dei Paschi

Barclays Announces Sponsorship of Atlassian Williams F1 Team

As part of the multi-year sponsorship, Barclays will be the Official Banking Partner for the Williams team and will become the team’s primary corporate bank.

Brookfield Asset Management Announces Record 2025 Results and 15% Dividend Increase

Fundraised a Record $35 Billion in the Fourth Quarter; $112 Billion for 2025

Rothschild & Co Strengthens Private Bank With Ex-Edmond de Rothschild Bankers

The post highlights Rothschild & Co’s assertion that the bankers were available on the market and that no rules were breached, yet the transfer underscores lingering tensions as both entities extend their reach into overlapping geographies such

1
2
3
…
11
12
13
14
15
16
17
18
19
20
21
…
1634
1635
1636

Wealth and Asset Management