Managers of Wealth

The Kelley Financial Group Earns Forbes Best-in-State Wealth Advisors 2026 Recognition

Forbes ranking recognizes The Kelley Financial Group as the best-in-state wealth advisors 2026 and highlights disciplined financial leadership

Next-gen heirs shun change, want continuity in banking, says UBS

‘This is probably the biggest myth... that they actually prefer a different wealth manager than versus their parents,’ said UBS's Young Jin Yee.

J.P. Morgan Private Bank Unveils 2026 Mid-Year Outlook: Promise and Pressure

Building on those three themes, J.P. Morgan Private Bank's 2026 Mid-Year Global Investment Outlook examines how each has accelerated, setting out the risks, opportunities, and implications for investors.

PMI and Schroders launch 2026 survey on Defined Benefit investment governance

With funding positions improving for many schemes, and expectations around governance, value and long-term planning intensifying, the survey aims to understand how DB governance is changing in practice.

Wealth managers prepare for next ‘Big Bang’ in technology

While technology with a human face defines today’s wealth management reality, the debate between lovers of robotic investments and behavioural science is gathering steam

Edmond de Rothschild AM expands sales in Latin America and US offshore

The collaboration covers the markets of the USA, Uruguay, Argentina, Chile, Brazil, Colombia, and Peru.

Private Banking: Why the 10 billion question is only half the truth

Half of Switzerland's medium-sized private banks still describe themselves as providers of global wealth management for successful individuals and their families.

The restructuring of Bank E. Sturdza weighs on its results

This new entity now manages the EI Sturdza Funds and handles all of the group's asset management activities.

Wealth manager masters the art of providing clarity and delivering growth for clients

LH Koh, head of UBS’ family and institutional wealth in Asia-Pacific, says painting inspires calm, thoughtful approach to help build trust

IMA adds $400M wealth management team through CFS partnership

The transaction adds three private wealth advisors and strengthens IMA’s presence in Colorado, which the company described as a priority market.

2026 Wealth Management Awards Winners and Finalists Announced by Business Awards UK

These awards celebrate organisations and individuals working across private wealth advice, tax and wealth structuring, digital advisory services, and modern approaches to investment and asset-backed ownership.

Rathbones named Wealth Manager of the Year

Win at prestigious City AM awards reflects Rathbones quality of service, strength and momentum

London IFA buys £200m firm in Saltus-backed deal

The move has added £200m in assets and 300 clients to the firm.

Scotia Wealth Management enters an arrangement with SBI Canada Bank to offer wealth management services to SBI Canada's high-net-worth clients Français

The arrangement positions both SBI Canada and Scotia Wealth Management to deliver more coverage for clients locally in Canada while supporting their financial needs.

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Wealth and Asset Management