Managers of Wealth

How the former Commerzbank CIO selects ETFs at Capitell

The independent wealth manager currently allocates around €500m in ETFs

Half Of Asia Pacific’s High Net Worth Individuals Now Allocate Over 10% To Crypto

90% of Asia’s wealthy now view crypto as a long-term wealth and legacy tool, with most citing diversification as the key reason for investing.

Beyond private banking: how entrepreneurs can benefit from true wealth management

The Wealth of Entrepreneurs: Complex Needs Require Complete Solutions An entrepreneur’s financial journey goes far beyond opening current accounts or making standard investments.

Wealth Enhancement Announces Acquisition of L.M. Kohn & Company, a Hybrid RIA with Over $2.2 Billion in Client Assets

This partnership brings the firm's total client assets to more than $131 billion.

Wealth managers expand lifestyle offerings to capture UHNWs

UHNW-focused practices are more likely to offer concierge and lifestyle services.

EFG – Why 2026 Could Reshape Global Investment Priorities

The report issued on Tuesday states that the US is positioned to be the fastest-growing advanced economy in 2026, powered by innovation, fiscal stimulus, and policy support.

Brookfield and Qai Form $20 Billion Strategic Investment Partnership for AI Infrastructure

The partnership will benefit from strategic support from the Government of Qatar to invest in the skills and supply chain needed to support the backbone of AI infrastructure and the adoption of AI throughout Qatar.

Share Buybacks

The share buyback is supported by Temenos’ strong free cash flow generation.

Investec Bank (Channel Islands) recognised as best ‘Overall Private Bank’ at WealthBriefing Channel Islands awards

This award recognises the passion and professionalism that drive our business every day.

Titan Wealth acquires £650m AUA Bath firm

The firm specialises in Financial Planning and wealth management services to private clients, trusts, and corporate entities and has office in Bath and Cheltenham.

Quilter Cheviot and KKR bring evergreen private markets solution to UK wealth market

The structure has been designed to work seamlessly across Quilter Cheviot’s key jurisdictions – the UK, Jersey, and Ireland – ensuring clients in all locations can benefit from this enhanced private markets access.

Rathbones could attract bid interest from global bank, says RBC

RBC has named Rathbones among its top 2026 UK wealth picks in anticipation of new CEO Jonathan Sorrell making 'strategic progress' at the firm.

Quilter joins major finance firms to launch UK Retail Investment Campaign

The industry-wide campaign is supported by His Majesty’s Treasury (HMT), the Financial Conduct Authority (FCA), and the Money and Pensions Service (MaPS), with the Investment Association (IA) acting as Secretariat.

Munters Named This Week's Top Pick by ABG Private Banking

A strong Q3 report, a clear boost in order momentum, and record deals in the data center sector have rapidly changed the company's outlook.

Broadridge’s Shareholder Disclosure Hub Migrates to AWS, Boosting Global Reach, Resilience and Security

Enhances performance and scalability, expands multi-regional market coverage and accelerates innovation for clients

Advisers risking £7trn opportunity as majority ignore Great Wealth Transfer

This is despite the transfer of wealth being predicted to reach £7tn over the next 30 years in the UK alone.

Stephenson Harwood wins ‘Legal Provision Firm of the Year’ at the WealthBriefing MENA Awards 2025

This award reflects the team’s continued leadership in the private wealth sector and highlights its exceptional ability to deliver innovative and strategic advice to clients with sophisticated cross-border needs.

MAI Capital Management Acquires Lowe Wealth Advisors

LWA serves high-net-worth individuals and families, including business owners, entertainers and foundation and endowment trustees.

World’s Best Private Banks 2026

Instead, across all tiers of the business, demand for increasingly complex personalized services, asset protection planning, and access to new markets presented both an opportunity and a challenge for the industry.

QIB’s Private Banking Team earns CISI certification in international investments and securities

This achievement positions QIB among the first banks in Qatar to have a fully certified Private Banking team

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Wealth and Asset Management