Managers of Wealth

UBS chairman warns Switzerland losing its edge to Hong Kong and Singapore

His comments come as Hong Kong and Singapore become even more important hubs for international wealth managers seeking to boost revenue.

Wealthspire Launches Integrated Platform Across Wealth, Institutional, and Retirement Markets

Newly formed firm unites five established businesses under one platform, advancing a shared commitment to client service and vision for the future

Strategic Acquisition: Geneva Multi Family Office Grows Zurich Footprint

The deal, already approved by Swiss regulator Finma, brings all Amasus operations under the Amadeus Capital brand.

Union Bancaire Privée Opens New Office in Saudi Arabia and Appoints Head to Lead Local Growth

Based in Riyadh, Mishal will oversee UBP’s operations in the Kingdom, driving local client engagement, expanding partnerships, and delivering valuable wealth management solutions aligned with Saudi Arabia’s Vision 2030.

Titanbay and Adams Street Announce Private Wealth Solutions Partnership

This partnership allows us to operate in the private wealth channel in a way that reflects our institutional standards

Focus Wealth Management's Michael Kosmalski Recognized at 2025 Canadian Hedge Fund Awards

The recognition underscores Kosmalski's disciplined investment approach and commitment to delivering strong, risk-adjusted returns for clients of Focus Wealth Management.

Attract through stability, convince through expertise

In a Europe plagued by high levels of debt and growing political polarisation, Luxembourg appears to be an island of tranquillity in the middle of an ocean of instability.

UBS executes first live tokenized fund transaction leveraging the Chainlink Digital Transfer Agent technical standard

UBS Tokenize and DigiFT showcased a live, in-production tokenized fund transaction that leverages the Chainlink Digital Transfer Agent (DTA) technical standard to complete the first-ever subscription and redemption request of a tokenized fund.

Wealth management consolidators advised to review practices

Budd said the review could have an impact on how deals are done in future.

AUM and asset flows update for the three months ended 30 September 2025

Evelyn Partners reports record £67.0 billion in AUM, with £2.1 billion of gross new assets in Q3 2025

CBH Marks 50 Years – A New Chapter Beyond Swiss Private Banking

Our roots lie in the tradition of Swiss private banking, but our outlook is global.

SJP FOS complaints jump 194% in H1 2025

The wealth manager saw 1,426 complaints made in H1 2025

Citizens Private Bank Deepens Southern California Presence with New Los Angeles-Based Team

This milestone follows a period of strong growth for Citizens Private Bank, which recently announced $12.5 billion in deposits and $5.9 billion in loans, amidst thriving momentum across California.

Alpha Wealth Group Unveils 2025 Legacy and Prosperity Frameworks for Global Families

As global dynamics continue to evolve, Alpha Wealth Group remains at the forefront of private advisory services, pioneering new frameworks for legacy preservation.

Opinion: “Passing on wealth isn’t merely a numbers game; it’s a battle against human nature”

Asia has a long history of producing wealthy families and the recent decades have seen a significant and rapid increase in family wealth due to economic growth and globalisation.

UBS and Young Investors Organization Shape NextGen Wealth Leaders

Under the new agreement, UBS becomes the exclusive financial services partner of the YIO – the world’s leading network for next-generation wealth holders and innovators.

Carlyle Reports Third Quarter 2025 Financial Results

The Board of Directors has declared a quarterly dividend of $0.35 per common share to holders of record at the close of business on November 10, 2025, payable on November 19, 2025.

Suntera Global secures top tier position in latest trust companies rankings

Global growth strategy and focus on service quality recognised in latest industry list

Empowering next gen wealth creators through behavioural finance

Alexander emphasises the need for empathy, effective communication, and tailored approaches to meet the unique needs of clients

BRI Wealth Management acquires FutureFocus Advisory

FutureFocus Advisory founder to retire

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Wealth and Asset Management