Managers of Wealth

Saxo Bank reports record-breaking number of clients and client assets

In 2025, the J. Safra Sarasin Group signed a deal with the previous shareholders to acquire a majority stake in Saxo Bank.

Charlotte Davey: Planning in the age of the ‘great wealth transfer’

Advisers who recognise this early will be better placed to support clients through change, rather than reacting to it later.

What’s the best way to transfer wealth to the next generation?

Stephen Jackson, Head of Coutts Family Office Wealth Planning, writes on the importance of nurturing responsibility and the purpose shared by generations as they pass on family wealth.

Techcombank Private redefines wealth management in Vietnam

With assets growing, the elite are no longer seeking short-term investment opportunities but are shifting their focus towards a comprehensive management model.

QIB named Qatar’s best private bank by Euromoney

QIB Private Banking operates through a relationship-driven model, offering customers dedicated access to experienced relationship managers and specialised advisory teams.

Broadridge Launches Next-Generation Digital Asset Capabilities for Canadian Wealth Management Firms

Unified platform will accelerate adoption of crypto currencies and tokenized assets in Canada

Inside WTW’s ambitions for its £20bn wealth management business

This became Alliance Witan in 2024 and is now part of the FTSE 100

Arax Recognizes 2026 InvestmentNews Excellence Awardees

InvestmentNews recognizes the leading professionals and firms in the wealth management industry on an annual basis.

Mattioli Woods strikes multi-asset fund deal with BlackRock

Adds to partnerships with J.P. Morgan Asset Management and T. Rowe Price

Swiss court drops UBS from Mozambique tuna-bond money-laundering case

The court said UBS could not be held responsible for alleged misconduct connected to events that took place long before the emergency takeover of Credit Suisse.

The great sector shake-up

Shifts in market leadership so far in 2026 underscore the importance of staying focused on long‑term fundamentals.

Citi Wealth Deploys AI-Powered Technology to Enhance Client Experience

The launch includes Portfolio Intelligence – a client-facing tool designed to provide Citi Wealth clients with swift and personalized portfolio insights at the click of a button.

Citi Wealth Deploys AI-Powered Technology to Enhance Client Experience

The launch includes Portfolio Intelligence – a client-facing tool designed to provide Citi Wealth clients with swift and personalized portfolio insights at the click of a button.

To Tax the Ultra-Rich, We Need to Go After Their Wealth—Not Just Income

Two proposals—one in California, one in Congress—could finally do it.

Private banking for a new generation: How millennials approach wealth in the UK

From ESG integration to entrepreneurial liquidity, Brown Shipley explores the five key priorities redefining private banking for today’s digital-native wealth creators.

Nour Private Wealth (NPW) Explores Why Wealthy Families Are Shifting Away From Public Markets

Inside the shift toward private equity, private credit, and real assets shaping the future of long-term wealth.

34 Wealth Enhancement Advisors Recognized on the 2026 Forbes Best-In-State Wealth Advisors Ranking

Wealth Enhancement is honored to have 34 advisors named to the list this year.

Annual General Meeting of Julius Baer Group Ltd.

The members of the Board of Directors and of the Executive Board were discharged for the 2025 financial year.

The data problem holding back wealth management

Private banks, wealth managers and family offices are. pushing ahead with AI, but many underestimate the structural weakness limiting its value: fragmented, inconsistently defined data

Brookfield Wealth Solutions Reports $20 Billion of Capital Backing Insurance Companies

Strong financial position supports ‘A’ ratings across life and annuity companies and underpins continued global expansion

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Wealth and Asset Management