Managers of Wealth

Five years running: Quilter ups forecast for Monthly Income Portfolios again

The upgrade in forecasts follows another successful year where the income delivered came in ahead of estimates.

UBS and LSEG announce long-term strategic partnership

The partnership also positions UBS to benefit from the next-generation capabilities on LSEG Workspace.

Olivier Group honored as Baton Rouge’s best in wealth management

The firm won the 2025 Best of Baton Rouge Gold Award for Best Wealth Management.

CaixaBank, Best Bank for Consumers in Europe and Best Bank in Spain in the Euromoney awards

When selecting CaixaBank as Best Bank for Consumers in both Spain and Europe, the British publication's jury highlighted CaixaBank's focus on quality and customisation of customer service.

Wealth Shortlist Update: abrdn Global Smaller Companies

All three worked closely with lead manager Kirsty Desson, particularly in the analysis of small and medium-sized US companies.

Merger Creates Agile Asia Platform for Entrepreneurial Wealth

The combination will create a powerful, tech-driven family office platform with a sharp entrepreneurial edge.

Morgan Stanley Wealth Management Pulse Survey Reveals Surge in Bullishness as the Market Enters Q3 in Positive Territory

The survey explored investor views on sector opportunities for the third quarter of 2025

Financial planning service launched by Oakglen

The new service is a result of the integration of Jersey-based advisory firm HBFS into the Oakglen Group and its wealth management platform.

Eton Solutions Secures $58M Series C to Bring AI-Driven Wealth Management Technology to the World’s Leading Family Offices, PEs and Funds

Navis Capital Partners Leads Round to Accelerate AI innovation and Global Expansion of Solution That 800 Families Use to Manage More Than $1 Trillion in Assets

Karl Reichmuth: «UBS Should Make its Investment Banking Independent»

This would limit the risks for Switzerland and set the course for a more market-oriented economy.

WealthArc now connects to over 140 custodian banks worldwide, solving the toughest data challenge in AI-driven wealth and asset management.

New-generation data feeds across Switzerland, the US, UK, Monaco, and the Bahamas mark a major leap in global coverage.

Banque Heritage reports solid results in a challenging environment

Growth of assets under management helped offset the impact of the Swiss franc’s significant appreciation against the US dollar, as well as a generally less favourable interest rate environment.

The UK is losing wealth creators at an alarming rate

The uncertainty is being fuelled further by speculation around a wealth tax.

$48,000,000,000 Wealth Management Firm Sees S&P 500 Heading to Massive Price Target Triggered by AI Adoption, Disinflation and More

In a new CNBC interview, the Indianapolis-based Sanctuary Wealth says conditions are conspiring to push risk assets such as the stock market to new record-high levels by the end of the year.

Masttro Partners with Arch to Enrich Alternative Investments Reporting and Total Portfolio Visualization for Ultra-High-Net-Worth Families

Integration will streamline workflows and automate processes for tracking, managing and reporting on alternative investments

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Wealth and Asset Management