Managers of Wealth

Bank of America Launches Art Consulting Service

New Offering Helps Bank of America Private Bank and Merrill Clients Build Art Legacies

Addepar Highlights AI-Driven Personalization in Wealth Management

Unlock hedge fund-level data and powerful investing tools for smarter, sharper decisions Stay ahead of the market with the latest news and analysis and maximize your portfolio's potential

Utmost delivers record-breaking flows, demonstrating strength of global proposition

The UK saw particularly strong year-on-year growth as clients sought stability amid ongoing tax changes.

EdRAM achieves fifth year of positive inflows

The firm reported its new AUM at €107bn, with €5.4bn down to new client money.

Goldman's Wealth Management Business Emerges as Durable Growth Engine

Lending to wealthy individuals and entrepreneurs has been a key growth driver for the bank.

Arbuthnot reports FY2025 profits at top of £22m–£24m range

The Group made good progress in the fourth quarter of 2025.

Pictet Asset Services partners with Pareto Asset Management on custody and funds services mandate

This mandate further expands our footprint in the region and strengthens our positioning in the segment of UCITS funds promoted by Nordic asset managers.

Lombard Odier reports full-year results for 2025

Operating expenses remained stable

Wealthspire’s Ground Control Business Management Acquires Wiles + Taylor

Partnership broadens Ground Control’s music business management platform nationwide, strengthens touring and royalty services, and marks its first out-of-state U.S. acquisition

Adepa rolls out its risk management in Spain

The group led by Carlos Alberto Morales combines a specialised team with a technology infrastructure developed in Luxembourg over the past decade

TD Wealth Launches Unified Discretionary Management Platform for High-Net-Worth Clients

The new TD Wealth offering brings together the Bank's two discretionary management businesses to create a modern, scalable platform built for long-term client and business growth.

National Bank sets the framework for the Extended Liquidity Facility

The ELF is scheduled to go live at the beginning of 2027.

Morgan Stanley Wealth Management Reduces Fees on Private Shares Marketplace EquityZen, Broadening Private Markets Access

Buy and Sell Side Fees Reduced to 2.5% for Investors and Shareholders

BBVA Named Best Trade Finance Bank in Latin America by Global Finance

This award further consolidates BBVA’s position as a benchmark in international trade solutions and strengthens its value proposition at the regional level.

Fairstone Nova MPS passes £1bn in first year

Fairstone chief executive Steven Cooper CBE said passing £1bn so quickly underlined the appeal of the proposition.

DB Plans 50 Hires, Scales Private Banking in Emerging Markets

Deutsche Bank AG DB is set to expand its emerging markets private banking operations, according to a Reuters report, which was published in Yahoo Finance. The German bank intends to add up to 50 relationship managers this year within its Private Bank

LPL Financial Welcomes Shoreline Private Wealth Management

They reported serving approximately $275 million in advisory, brokerage and retirement plan assets* and join LPL from Morgan Stanley.

EFG International Achieves Record Profit and Dividend on Strong Asset Growth in 2025

We are complementing our organic growth with a new series of acquisitions announced over the past 12 months.

ASK Asset & Wealth Management gets SEBI nod for mutual fund operations

ASK plans to offer a range of products including active equity, passive strategies, hybrid, and fixed-income funds.

Lisa Detanna Ranked #1 in California on Forbes’ Top Women Wealth Advisors Best-in-State

Lisa Detanna Recognized in Forbes 2026 List of America’s Top Women Wealth Advisors

1
2
3
…
15
16
17
18
19
20
21
22
23
24
25
…
1645
1646
1647

Wealth and Asset Management