Managers of Wealth

Mattioli Woods and Kingswood Group unify under one brand, enhancing integrated client experience

The unified brand reflects a shared commitment to delivering a more seamless, high-quality client experience.

Why DNB Is Expanding on Both Switzerland and Spain

When it comes to banking and asset management in Norway, DNB is impossible to overlook.

Mashreq partners Neovision Wealth for private markets platform

The collaboration brings an ecosystem for private banking clients in the region to access private market opportunities in a faster and more efficient manner.

Wealth management: how to stay on course when markets lose their bearings

For Philippe Gay, Head of the Swiss Offering at Lombard Odier, it is precisely at times like these that discipline, a long-term vision and a holistic approach to wealth management make the difference.

Temenos acquires additiv to strengthen its Wealth proposition and accelerate AI-driven orchestration

The acquisition of additiv further strengthens Temenos’ offering in Wealth Management with native mass-affluent capabilities and a proven AI-enabled orchestration layer.

HSBC doubles down on Taiwan

That combination has helped HSBC cement its position as the most profitable international bank in Taiwan while opening new opportunities across corporate banking, wealth management and capital markets.

Morgan Stanley Wealth Management and Galaxy Digital Announce Referral Capability for In-Kind Creation of Spot Crypto ETP Shares

This model is designed for clients that want to lend crypto assets for repayment in traditional investment products in an efficient manner, enabling portfolio integration, including margin and lending capabilities, while reducing onboarding times and cost

Axa Group launches wealth management platform for UNHW individuals in Asia

Axa Group has launched AXA Global Private, a wealth management platform for high-net-worth and ultra-high-net-worth clients.

Private banking gets closer to Latin America’s entrepreneurs

As founders seek advice on growth and exits, integrated banking gains ground

Deutsche Bank wins three top honours at the Global Private Banking Innovation Awards 2026

These awards reflect the dedication, collaboration and expertise of colleagues across the Private Bank and beyond.

Top Commercial Bankers & Private Wealth Bankers 2026

These leading commercial bankers and private wealth bankers are driving economic growth and delivering personalized financial solutions to businesses and individuals alike.

Private banks turn to health, wellness and education offerings to stand out in wealth management

As the race to attract and keep clients heats up, such services are one way to deepen relationships

RBC Dominion Securities earns top advisor rating among bank-owned investment dealers in

Investment Executive's 2026 Brokerage Report Card, marking its 20th consecutive year at the top Two decades of industry-leading support for advisors and trusted advice for clients

Northern Trust Submits Exemptive Relief Applications for ETF Share Class Across Sponsored Multiple Series Trusts

Filing these applications demonstrates Northern Trust’s commitment to providing asset managers with support and flexibility to meet the evolving preferences of their investors.

Broadridge’s Distributed Ledger Repo Achieves 220% Year Over Year Growth; Processes $7.2 Trillion in May

May 2026 ADV reaches $362 billion as momentum continues for institutional adoption of tokenized settlement and Broadridge’s market-leading Distributed Ledger Repo

Denmark's Penning acquires Veli's wealth management business

The newly acquired unit will underpin the launch of Penning's new wealth management arm, Penning Wealth.

Brooks Macdonald Strategic Partnerships (BMSP)

Brooks Macdonald Strategic Partnerships launches to help independent financial advice firms scale for the future

HSBC charged for helping former Lebanese central bank head embezzle hundreds of millions

The charges mark a significant development in the French judicial investigation.

Canaccord Genuity Group Inc. reports fourth quarter and fiscal 2026 results

Excluding significantitems, quarterly earnings per common share of $0.48

NatWest commits £50m to UK branch network with no further branch closures until at least 2029

NatWest Group will invest £50m in its UK branch network, pausing further branch closures until at least 2029, expanding face-to-face support.

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Wealth and Asset Management