Managers of Wealth

‘Almost a no brainer’: Quilter Cheviot MPS adds to US tech

The MPS, managed by Simon Doherty and Antony Webb, primarily added to exposures in the semiconductor industry, rather than across all US technology.

"The market is stronger than any politician, including Trump"

The business has historically focused on private banking and is increasingly oriented towards asset management for institutional clients and international distribution.

Interim report of the Swiss National Bank as of March 31, 2026

Strong fluctuations are therefore the norm, and conclusions about the annual result are only possible to a limited extent.

Wendel completes acquisition of 56% stake in Committed Advisors

BNP Paribas Asset Management Alts has also announced an agreement to buy a 5.9% holding in Committed Advisors from Wendel.

SEI Reports First-Quarter 2026 Financial Results

On an adjusted basis, EPS and operating income grew 21% and 24%, respectively, with the adjusted operating margin increasing to 32%.

Broadridge Launches Central Risk and Liquidity Optimization Solution to Unify Trade Execution, Liquidity and Risk Management

New integrated front-office solution enables firms centralize risk, internalize client flow, optimize liquidity, and improve capital efficiency

Marciano (Objectway): "Innovation in wealth? Only if it's scalable."

In this scenario, for wealth and asset management operators, innovation alone is not enough.

The Next-Generation Challenge in Asian Private Wealth

This has important implications for private banks and wealth platforms.

Specialist medical wealth manager launches private office

A substantial growth in client assets has led wealth management firm Grimsey Wealth to set up a dedicated private office division to meet their sophisticated needs.

Quilter plc First Quarter 2026 Trading Statement

The recovery in markets in recent weeks has led to a meaningful uplift in AuMA from the end March level.

Pictet WM’s Karen Tan: Hedging downside risk is a priority

Active ETFs leveraging on AI provide opportunities for beta-plus returns, says Karen Tan, executive director, fund solutions lead, Asia at Pictet Wealth Management.

Citi Wealth and Advyzon Announce Strategic Agreement to Deliver a Global Unified Managed Account Program for Clients

This offering will further modernize and deliver industry-leading, personalized advice-driven solutions to our clients, while simplifying the investments experience for clients, bankers and advisors.

A wealth management exec says AI could be putting your FIRE dreams at risk

It involves investors saving aggressively for retirement until their nest egg reaches a sufficient level, at which point they can stop contributing to their retirement accounts and focus solely on earning to cover living expenses.

Rolf Kaufmann gains Zwei Wealth as a partner

He has worked for many years at the heart of private banking, supporting clients in Switzerland and internationally – always striving to translate complexity into clear and actionable solutions.

Temenos announces strong Q1-26 results; FY-26 guidance reconfirmed

Q1-26 (growth rates are vs. Q1-25 proforma, excluding Multifonds)

LLB now has an Aa1 deposit rating from Moody's

The rating signifies very high financial stability, security, and very low default risk.

Lombard Odier named Asia’s Best for Discretionary Portfolio Management at the Euromoney Private Banking Awards – an inaugural win for the region

This inaugural regional win reflects Lombard Odier’s position in Asia as a leading investment house for DPM.

Hampden Bank breaks through £1 billion of deposits in 2025

Total lending grew by over 9% year-on-year to £640 million (2024: £586m), reflecting continued strong demand from clients.

Norion Bank has entered into an agreement to acquire Strand Kapitalförvaltning, strengthening its position within Wealth Management

This represents an important step in Norion Bank’s ambition to serve as a leading complement to the traditional banks.

Citi picks Advyzon for global UMA programme

The platform is being prepared for Citi Private Bank, Wealth at Work, Citigold and Citigold Private Client.

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Wealth and Asset Management