Managers of Wealth

Sun rises over ‘brave new world’ of portfolio management

While asset and wealth managers are all gradually deploying AI to replace some human processes, their endgame must involve more client interaction if they are to succeed

Azimut to acquire majority stake in Unifinance Group, strengthening its Brazil wealth and institutional platform

The transaction is designed to further reinforce Azimut’s presence in Brazil as part of the Group’s broader global expansion strategy in priority markets, with a continued focus on quality and long-term value creation.

Lombard Odier – two centuries of personalised wealth management, and a strengthened growth dynamic in Spain

The Swiss private bank has positioned itself as a “boutique” wealth management firm committed to independence and a long-term vision. Founded in 1796, 2026 marks Lombard Odier’s 230th anniversary.

Zurich asset manager relocates

Rieter Fischer Partners has moved its office to Zug.

Shackleton and TrinityBridge in running for £10bn Hurst Point

Hawksmoor and Argentis’ parent company Hurst Point went on the market at the end of 2025.

Positioning for growth and income in 2026

It was a positive year for capturing growth and income, framed, in simple terms by the impressive power of broadening out.

Amethis and Edmond de Rothschild Private Equity announce the final closing of Amethis Fund III in line with its target at EUR 406M

AFIII is the third vintage of Amethis’ flagship pan-African strategy.

Wealth management firm Logic Investments enters special administration

Joint special administrators Alexander Watkins and Edward Boyle will manage client claims against the firm

This Growth Strategy Manages Wealth at All Net-Worth Levels

The sessions focus on personalizing household solutions, multi-generational planning and investing, and demystifying alternatives.

Swiss Private Banking: These Are the Branding Leaders

This reality is regularly documented by rankings and analytical reports that highlight different fault lines across the market.

Sage Advisors Joins Apollon Wealth Management’s Growing National Organization

This addition expands Apollon’s presence in the Midwest and reflects the firm’s continued commitment to partnering with relationship-driven advisory practices.

Quilter Cheviot Europe completes deal to acquire GillenMarkets

This acquisition expands QCE’s presence in Ireland and continues the evolution of its integrated investment management and financial planning offering for clients in Ireland and throughout Europe.

Asset and wealth managers face a profitability paradox

The industry keeps growing—and in both assets and revenue—but profit margins are shrinking. Here’s how firms can adapt.

Goldman Sachs Reports 2025 Full Year and Fourth Quarter Earnings Results

Net revenues were $13.45 billion and net earnings were $4.62 billion for the fourth quarter of 2025.

Why Europe’s wealthiest families are heading to Hong Kong

The city’s forward-thinking approach means its appeal to global investors is more compelling than ever

Raymond James to acquire Clark Capital Management

Clark Capital offers a range of investment solutions including multi-asset-class portfolios, proprietary model portfolios, and mutual funds.

Swiss bank UBS closer to getting national bank charter for US franchise

UBS applied for a full banking licence in the United States in October in a bid to grow its wealth management business in the U.S., even as regulators in Switzerland have sought to limit its reach abroad.

AI boom in Europe: German banks are falling behind.

German banks risk falling behind their European counterparts.

Morgan Stanley Boasts Big Wealth Revenue Boosts, Mirroring Other Wirehouses

Morgan Stanley’s wealth division beat expectations and boasted both a quarterly and yearly double-digit net revenue boost.

Morningstar Appointed by PIMFA as New Sole Index Series Provider

Morningstar Indexes will manage the UK wealth management industry’s key benchmarks from March 2026.

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Wealth and Asset Management