Managers of Wealth

AI Agents in Finance: How They Transform 70% of Processes

The wealth and asset management industry has entered a phase of structural transformation, marked by a multiplication of pressures.

Canaccord Wealth UK Partners with Bitwise to Launch Crypto ETPs

Strategic Significance: This collaboration marks a significant advancement for Canaccord in offering structured crypto exposure, and while currently limited to eligible clients

AI fuels the strongest earnings season in years

The first three months of 2026 delivered the strongest quarterly earnings expansion since 2021, supported by robust demand for AI infrastructure.

Reflections on progress: Elissa Bayer on 50 years in wealth management

This was before the fragile ceasefire, so she spent some of the time sheltering from missiles.

Deutsche Bank appointed primary dealer in Norwegian government bonds

The appointment reflects the Bank’s commitment to supporting liquidity and access in the Norwegian government bond market for investors in Norway and globally.

Daniel R. Liff named to Forbes Magazine’s list of Best-in-State Wealth Advisors

Forbes’ Best-in-State Wealth Advisors list comprises a select group of individuals who have a minimum of seven years of industry experience.

Isio looks to add private assets to MPS

Head of distribution cites ‘growing’ demand among advisers

Rockefeller expands to Naples with Coplin Wealth team

Coplin Wealth Partners works with ultra-high-net-worth individuals and families on financial issues.

Sygnum Completes First Live AI-Agent Driven Digital Asset Transactions by a Regulated Swiss Bank

This is the latest initiative from AI@Sygnum which leads the development, integration and governance of agent-driven workflows across the group globally.

OTP Bank Albania inaugurates new Private Banking premises in Tirana

The inauguration ceremony brought together executives from OTP Group, representatives of OTP Bank Albania, partners, and clients of the bank.

LPL Financial Draws $330M Ex-UBS FA Team

The firm provides “comprehensive” wealth planning, retirement planning, financial planning, and wealth management-related services to high-net-worth clients, including business owners, physicians, executives, and retirees.

Transforming Wealth Management Using AI At Citi

Bonanno previously spent over a decade at Morgan Stanley, where he led wealth management analytics and data.

Women in Financial Advice Awards 2026: All the nominations!

More than 1,150 women from 450 firms were nominated for WIFA 2026

Amundi signs Credit Agricole subsidiary as client for ‘ETF-a-service’ platform - reports

Indosuez Wealth Management is lining up four active ETFs for H2

Gresham Partners named winner of five awards-both firmwide and individual - at the 13th Family Wealth Report awards 2026

Gresham’s success over nearly 30 years has been built on excellence in both disciplines and the powerful effect of combining them.

Brookfield Wealth Solutions Announces First Quarter Results and Corporate Simplification

The net loss was driven by unfavorable mark-to-market movements on public equity investment positions which have recovered since March 31, 2026.

OCBC Expands In Hong Kong With A New Wealth Push

Singapore’s second-largest bank plans a major relationship-manager hiring round, branch upgrades, and says strong early-2026 growth keeps it on track for a top-10 lender spot by 2030.

Singapore banks fight for bigger slice of wealth management pie

Local incumbents have been seizing growth opportunities across the region as well, albeit with varying degrees of aggressiveness.

VP Bank’s Monstein on a mission to ‘have fun again’

The Liechtenstein private bank has pivoted to a growth focus, emerging revamped and restructured after a torrid period that included a profit warning, redundancies and consolidation.

Pictet dividend payouts soar past CHF 1bn

The private banking group revealed a 28.9% jump in dividends and plans for new sustainable investment offerings in recently released reports.

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Wealth and Asset Management