Managers of Wealth

Apex and Allfunds partner on offshore investment access

The partnership will establish a technical link between the Allfunds platform and Apex’s AscendOS system.

Battistelli Holland Wealth Management Group of Stifel named to Forbes’ Best-in-State Wealth Management Teams list for third consecutive year

The team has more than six decades of investment industry experience and believes that clients should have financial advisors in their corner who truly understand their needs and offer a personalized approach to investing.

Northern Trust Asset Management Delivers Direct Indexing Solution on Envestnet Platform

Northern Trust Asset Management’s direct indexing solution offers a diverse lineup of equity investment strategies

LGT Global Outlook 2026: A “world in mid-sentence,” as investors navigate recalibrating markets

The Outlook identifies three key themes for 2026 that are particularly relevant for diversification decisions.

Meet Our Forbes/Shook 2026 Best-In-State Wealth Management Teams

14 Oppenheimer Teams Named Best-In-State

Record 29 William Blair Teams Named by Forbes as Best-in-State

William Blair wealth teams serve individuals, families, organizations, and foundations to help them achieve their investment goals, strengthen family legacies, and endow their clients' charitable activities.

Citi Wealth Releases Macroeconomic and Markets View for 1Q 2026

Staying Grounded in a Noisy World

Brooks Macdonald combines Distribution and Investment teams

The new structure will enable closer collaboration across the organisation, allowing Brooks Macdonald to work more effectively and efficiently to serve its existing clients, broaden client reach, and maximise its investment expertise and performance.

Hoxton Wealth’s Ball: Advisers must prioritise client relationships this year and embrace AI

Ball added that the increasing role of AI in 2026 won’t necessarily be disadvantageous

Broadridge’s Distributed Ledger Repo Platform Processes Nearly $9 Trillion in December

December 2025 ADV up 490% YOY, Highlighting the Rapid Adoption of Tokenized Settlement

Mercer expands in US with purchase of two wealth management firms

The two wealth managers are Poterack Capital Advisory (PCA) and Long Run Wealth Advisors.

High-growth founders rewrite rules of wealth management

A much-needed private wealth shake-up is being dictated by entrepreneur clients rather than product-pushing bank bosses

Legacy in Transition: European Wealth Planning Enters a New Era – Insights from Alexandra Geiger

Advisers need to integrate structural knowledge, cultural understanding, and legal foresight to address the evolving needs of sophisticated clients.

Cerity Partners Announces Merger with Austin Private Wealth

This expanded offering enhances depth across advanced estate and tax strategies, institutional-quality investment solutions, and multi-generational planning to support increasingly complex client needs.

Investing in real estate: opportunities and perspectives in Switzerland and abroad

In most countries, real estate prices have been moving up in real terms over the past 22 years.

Fifth Third Private Bank Named Best Private Bank for Seventh Year by Global Finance

Global Finance announced the honors for its 2026 World’s Best Private Bank Awards.

DJH forms wealth management joint venture with Perspective Financial Group as it targets £100m revenues

The move will give the firm's clients access to 200 experienced wealth advisers in retirement planning, pensions and protection planning, working alongside its existing team of inheritance tax, trusts, wills and probate specialists.

Saxo Reaches Key Milestone with DKK 1 Trillion in Client Assets

The bank has experienced remarkable growth in client assets in both its direct client segment and its institutional business.

BOS: DPM Assets Grow Amid Demand for Singapore Equities

Such mandates allocate between 40 and 95 percent to Singapore equities, with the remaining invested in Singapore dollar-denominated bonds and cash.

Apex Group enters agreement with Mercer’s Stand-Alone Administration Business

This strategic lift-out enables Apex Group to integrate Mercer’s experienced administration team and operational capabilities directly into its own business, enhancing service delivery and continuity for clients.

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Wealth and Asset Management