Managers of Wealth

Former partners lead takeover of wealth manager Octogone

Gulf businessman Hareb Al Darmaki’s Almha Capital also becomes a shareholder in Geneva-headquartered Octogone.

Barclays adds to cricket portfolio and Lord’s partnership by becoming principal partner of Lord’s-based cricket team, London Spirit

This partnership strengthens Barclays’ role across all levels of cricket at Lord’s, from elite competition to grassroots development.

W1M becomes FEIFA Gold Partner to strengthen support for British Expat Advisers

This partnership supports W1M’s strategic objective to deepen its engagement with British expat advisers, particularly in key markets such as Spain and Switzerland.

HSBC Establishes AI Partnership for Legal Function

The pilot will bring the AI platform into the bank’s global legal function to support controls and security aligned to regulatory expectations.

Combining algorithms and client goals

While it is vital for investment firms to focus on clients, asset management entrepreneur Adina Grigoriu refuses to ditch traditional portfolio theories which have shaped her career

UBS clears first hurdle in bid for full US banking licence

The bank said the approval represents a significant step towards final authorisation, which would further strengthen its ambition to deepen its wealth management presence across the US.

Align Wealth Management team recognized by Forbes

The rankings are based on data provided by thousands of the nation’s most productive advisors and their teams.

UBP Investment Outlook 2026 - Navigating changes, capturing opportunities

As 2026 unfolds, the global economy is entering a pivotal transition, shifting from fragmented resilience to resynchronised growth, while inflation is returning to a more normalised and moderate path.

Chinese and Taiwanese wealth map different paths

As wealth grows, Chinese and Taiwanese UHNWIs and families are mapping different routes to protecting, diversifying and growing their 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.

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Wealth and Asset Management