Managers of Wealth

CaixaBank will increase its staff in London by 60% thanks to its growth and new lines of business

This growth reaffirms CaixaBank’s commitment to strengthening operations in key markets.

Lumin Wealth buys London-based Gresham Financial Strategies

The acquisition adds over £140m ($189.7m) in assets under management (AuM) to Lumin's books.

HNWIs rethinking international plans as tax becomes secondary to stability

People leaving the UK are more likely to focus on destinations within Europe

Broadridge Announces Strategic Investment in CENTRL to Enhance Due Diligence and RFP Solutions for Asset Management and Retirement Industry

The financial services industry continues to face increasing regulatory scrutiny, fragmented counterparty oversight processes and a growing volume of manual and duplicative due diligence requests.

BIL Opens a New Chapter in Switzerland

Amid the conflict surrounding Iran, much attention has focused on both military escalation and emerging opportunities for financial centers such as Switzerland and Singapore.

Craigs acquires Polson Higgs Wealth Management

Following the acquisition, phwealth will continue to operate its business as usual, alongside Craigs’ nationwide advisory network, as a Craigs company.

Barclays CEO says he wishes the bank ‘had nothing to do’ with troubled Tricolor and MFS private-credit deals

The bank has also been a lender to bankrupt auto lender Tricolor, along with JPMorgan Chase and Fifth Third Bancorp.

Mesirow Wealth Management Recognized with Multiple 2026 Best-in-State Wealth Advisor awards

This honor is based on both quantitative and qualitative factors, focusing on advisors who encompass best practices in their approach to working with clients.

TBTF: Economic consequences of a complete equity withdrawal of foreign investments

In practice, this measure affects only UBS, the sole remaining globally active Swiss bank.

Schroder Japan Trust plc - Half-Year Results

The Board expects the more competitive fee structure and total expense ratio to enhance returns per share.

Sterling Neblett Named to Forbes Best-In-State Wealth Advisors List

This follows Sterling's 2025 recognition on the Top 250 RIAs list.

The New Geography Of Wealth

As fortunes rise and move across borders, families are rethinking how they manage legacy and risk.

Northern Trust Builds Tokenized Asset Custody Capabilities on the Canton Network

The Canton Network is a public blockchain designed for regulated financial market participants, with a focus on privacy, compliance, and interoperability.

ASA Expands Private Banking Operations Across the US and Latin America, Appoints Senior Leadership

The initiative strengthens ASA's presence in key markets and reinforces its commitment to serving high-net-worth individuals across the Americas.

$10B Bank Team Advisors Break Out to Form RIA Prairie View

Prairie View Wealth Advisors has launched in South Dakota with three veteran bank advisors, a tax-forward wealth focus and custody partner Raymond James.

Multi‑Factor indexing leader STOXX announces strategic collaboration with SEI and Factor Investing pioneer Dr. Andrew Ang

SEI files prospectus for its first proposed linked ETF

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Wealth and Asset Management