Managers of Wealth

Denmark's Penning acquires Veli's wealth management business

The newly acquired unit will underpin the launch of Penning's new wealth management arm, Penning Wealth.

Brooks Macdonald Strategic Partnerships (BMSP)

Brooks Macdonald Strategic Partnerships launches to help independent financial advice firms scale for the future

HSBC charged for helping former Lebanese central bank head embezzle hundreds of millions

The charges mark a significant development in the French judicial investigation.

Canaccord Genuity Group Inc. reports fourth quarter and fiscal 2026 results

Excluding significantitems, quarterly earnings per common share of $0.48

NatWest commits £50m to UK branch network with no further branch closures until at least 2029

NatWest Group will invest £50m in its UK branch network, pausing further branch closures until at least 2029, expanding face-to-face support.

Family matters: untangling the complexities of family wealth and succession for Asia-Pacific investors

In showing how APAC’s families are approaching their wealth today, our findings reveal that perspectives among family members often conflict – which could result in significant problems when it comes to intergenerational wealth transfers.

UBS boss Ermotti says he hopes to no longer be the bank's CEO by 2030

UBS acquired fallen rival Credit Suisse in a state-engineered emergency ‌takeover ⁠in 2023, and government proposals for tougher capital requirements have been weighing on the bank's share price.

Operational efficiency and resilience: balancing scale, complexity, and transformation in wealth management

Wall opened the discussion by situating it within the broader context of transformation across the industry – highlighting “scalability, processes, technology, and infrastructure” as the underlying opportunities that can drive change in

Tech’s role in supporting Rathbones’ ambition to be the best UK wealth manager

Clients expect digital immediacy these days in all aspects of their lives and their banking and wealth management requirements are no different.

Factory Capital targets athletes and creators with institutional wealth management launch

New LA-based RIA combines traditional advisory services with cultural ecosystem spanning sports, entertainment and entrepreneurship.

ZA Bank partners with Industrial Bank to launch cross-border wealth management scheme

Subsequently, they can open and operate a Southbound Scheme Dedicated Investment Account via the ZA Bank App to invest in eligible wealth management products in Hong Kong.

Morgan Stanley’s Christina Au-Yeung: Avoid market complacency and unintended concentration

Wealth management is similar to being a family doctor, says Morgan Stanley PWM Asia’s Christina Au-Yeung.

RBC BlueBay Launches U.S. High Yield Bond Fund

The Fund builds on the success of its existing U.S. sister vehicle, which surpassed $1 billion in assets last year.

Blackstone private credit fund caps withdrawals as redemption requests jump

The attempts to cash out indicate wealthy individuals are continuing a recent retreat after many years of piling into funds that give them exposure to assets that rarely trade.

EastWest Bank expands wealth management services for high-net-worth clients

Clients will also receive support from relationship managers trained by the Singapore Management University, along with access to regular market updates, economic briefings and other advisory sessions.

Foundation for Financial Planning Showcases How Morgan Stanley Wealth Management Mobilized Hundreds of Advisors for Pro Bono Service

New "Pro Bono in Practice” case study explores how the world’s largest wealth manager built one of the industry’s largest advisor engagement initiatives for pro bono financial planning

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Wealth and Asset Management