Managers of Wealth

Iress taps Thoughtworks for wealth platform modernisation

The programme is aimed at simplifying Iress’s technology architecture, improving software delivery and embedding AI-driven capabilities into its products and data infrastructure.

Bernese asset manager expands its circle of partners

OLZ, which specializes in investing using quantitative methods, employs 25 people and also has a location in Zurich.

Key Private Bank named a winner for ‘Regional Private Bank’ at the 2026 Family Wealth Report Awards

Key Private Bank’s repeated recognition underscores its long‑standing commitment to helping clients navigate complex financial needs across generations.

Temenos launches Composable Retail Deposits and Composable Retail Lending to Enable Progressive Core Modernization

New composable solutions allow banks to modernize deposits and lending independently, reducing risk while accelerating change

From ambition to execution: Wealth management technology

Technology is shaping competition in wealth management

FNZ and FirstCape deepen strategic partnership as FirstCape becomes an FNZ Select partner

The partnership creates a long-term foundation to support integration, operational efficiency and improved client outcomes across the group.

Rathbones Group: First quarter trading update for the three months ended 31 March 2026

Continued focus on disciplined execution of our strategy

From boom to balance: private credit enters more cautious phase

Private credit is facing its sternest test to date as redemptions start to rise, though demand from the wealth space is predicted to hold steady

M&G plc Q1 2026 trading update

Continued business momentum despite volatile geopolitical environment

Lombard Odier wins best headquarters at the Monocle Design Awards 2026

This Swiss bank’s striking new digs prove that, at its best, corporate architecture can reflect the values of a brand, while enhancing the quality of life of its employees and clients.

Cerity Partners Named to USA TODAY's Best Financial Advisory Firms List for 2026

The annual ranking recognizes top registered investment advisory (RIA) firms in the United States based on an independent third‑party evaluation.

Citizens Expands Leadership Across Wealth and Private Bank to Enhance Client Experience

New Head of Family Office Solutions and Head of Platform Transformation Will Help Further Advance Capabilities and Scale

2,314 Merrill Advisors Recognized on the 2026 Forbes Best-in-State Wealth Advisor Lists, more than Any Other Firm

Forbes Names 59 Merrill Advisors to America's Top Wealth Advisors, Including the #1 Advisor

Quilter Cheviot sets out stewardship activity across Sustainable Opportunities Funds

This included thematic engagements on issues such as the emissions profile of artificial intelligence and water scarcity, with a particular focus on companies offering innovative solutions.

NatWest spent billions buying a new wealth manager. So what’s next for Coutts?

The King’s bank will soon be joined by Evelyn Partners. Will that hold it back, or be the shot in the arm it needs?

Morgan Stanley Investment Management Introduces Wealth Education Center

The Wealth Education Center is designed to meet that challenge by equipping advisors with education that prioritizes relevance, clarity and proper application.”

Deutsche Bank Luxembourg profit falls 13% to €240.4m

Operating profit remained above €500m, while the bank reported net income after tax before the addition to its lump-sum provision exceeded €300m.

Burgan Bank wins ‘Best for High-Net-Worth’ award

The recognition reflects Burgan Bank’s deliberate strategy to deepen existing client relationships, strengthen wallet share, and broaden access to tailored investment opportunities across traditional and alternative asset classes.

From fragmentation to framework: why insurance-based wealth solutions are anchoring Asia’s wealth planning

Despite this scale, succession and longterm planning remain underdeveloped in parts of the region.

HSBC Holdings plc 1Q 2026 Earnings Release

Revenue growth, driven by a strong performance in Wealth and higher banking NII, was broadly offset by higher ECL and operating expense growth.

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Wealth and Asset Management