Managers of Wealth

FNZ raises US$500 million in new capital from existing shareholders to support long-term sustainable growth

The new capital will provide financial strength to support FNZ’s long-term business plan and enduring success with customers.

Julius Baer further streamlines its organisation to reinforce focus on clients and sustainable growth

With these changes, effective immediately, Julius Baer will enhance the delivery of a simplified and more efficient, client-centric organisation, while adhering to the highest risk standards.

Private bank Bergos announces family office solutions unit

Bergos Crossroad will also be available to customers who do not use Bergos for private banking.

Euromoney recognizes Lighthouse Canton as a leader in wealth management and private banking in Singapore & UAE

Wins Best Wealth Manager categories in both Singapore and the United Arab Emirates

UBS sees 17% upside in S&P 500 after tariff sell-off

The Swiss private bank expects tariffs to ease from the third quarter, but cautions on further short-term downside, while others say use any relief rally to cash out.

Barclays capital markets veteran Ken Brown to retire from investment banking

The vice chair of capital markets at Barclays has spent nearly 40 years in the industry

RBC Wealth Management’s Jasmine Duan on China’s Economic Recovery and Market Outlook

She argued that while China had successfully navigated key economic and policy tests, the next major challenge was sustaining earnings growth and maintaining investor confidence.

Cerity Partners Welcomes Cook Wealth

The addition of Cook Wealth introduces Cerity Partners to the North Carolina market and enhances the firm's ability to serve clients through personalized wealth and tax planning services in Raleigh.

Savvy Expands to Over 50 Financial Advisors With Addition of Five New Professionals

Savvy surpasses $1.5 billion in AUM as its tech-forward approach to wealth management continues to resonate with top advisors

OCBC’s Private Bank Seeks More Staff for Greater China Expansion

Oversea-Chinese Banking Corp.’s private-banking arm is considering adding between 20 and 30 relationship managers this year for its Greater China team, marking a substantial expansion in one of the world’s major wealth centers.

How women in the Gulf are moving beyond inheritance to become wealth creators

This trend also applies in the Gulf countries, which are witnessing a sharp rise in affluent women actively shaping the region’s economic future.

Indosuez Wealth Management plans to acquire Banque Thaler

With this acquisition, Banque Thaler and Indosuez clients will have access to a broader range of products and expertise.

Pictet promises smarter stock picks with new AI hedge fund

The Swiss firm’s latest strategy, Pictet TR – Quest AI, uses a proprietary model to zone in on stock alpha.

Eric Sturdza AM secures Finma licence

ESAM is part of the Eric Sturdza Group, which is headquartered in Geneva.

Wealth managers eye bargains as Trump tariffs hit markets

With equities falling around the world, investors are looking carefully at their options to top up positions.

Cary Street Partners buys wealth manager Keene & Dorchak

This expansion strengthens CSP’s foothold in Texas, complementing its existing offices in San Antonio and Austin.

Morgan Stanley Nabs $1B Team From UBS

Their combined assets under management at UBS were about $1 billion, with $10 million in annual revenue.

LGT wins 12 awards at the Euromoney Global Private Banking Awards 2025

This year, LGT enjoyed another outstanding performance, taking home a total of 12 awards.

Why expats and wealth managers are drawn to the Middle East

This is due to their government’s actively trying to attract more wealthy individuals and businesses as they transition away from having a predominantly oil-based economy.

BEA Private Banking: A Focused Approach to Expansion Under Regional Head Jaye Chiu’s Leadership

In this interview, he shares his vision, key priorities, and insights into how BEA plans to stay ahead in an evolving wealth management landscape.

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Wealth and Asset Management