Managers of Wealth

LPL Financial Welcomes Zarra Wealth Management

“With LPL, we now have access to a broader range of products, tools, technology, and support to elevate our practice and help clients.” - Christopher Zarra

CTFS Expands Financial Services Segment with the Acquisition of Blackhorn Group

It highlights CTFS’s commitment to delivering innovative, client-centric financial services across Hong Kong, Greater China, and other emerging markets.

Our ambition is to become the best medium-sized international private bank in Luxembourg

This growth has been made possible thanks to a clear strategy, an efficient structure, and a highly committed team.

17 JTC Employees Make the Citywealth Leaders and International Powerwomen Top 100 Lists

The Citywealth Leaders List is a directory of the leading individuals in the international private client and wealth management sector.

Emerging markets are poised to keep outperforming

The US dollar’s loss of momentum this year has provided a relief for many key emerging markets.

Northern Trust Launches Fixed Income ETF Suites

New Active ETFs Feature Innovative Distributing Ladder Design

California Team Leaves UBS to Create a New Independent, Planning-Driven Firm: Dial Square Private Wealth

Dial Square works with wealth creators who are looking to protect the assets they have already built, as well as clients on the rise who want to grow wealth and achieve new heights through a disciplined approach.

The Great Wealth Transfer? It isn’t intergenerational and it is unlikely to be great

The biggest intergenerational wealth transfer in history is about to happen.

LGT reports strong rise in profit in the first half of 2025

Total operating income increased 10 % year-on-year to CHF 1.42 billion, with expenses rising only moderately thanks to cost discipline.

Apollo lists 5 evergreen private funds on iCapital Marketplace

iCapital has expanded its partnership with Apollo to bring more private market funds to wealth managers.

Swiss Structured Product Industry Report Q2 2025

In Q2 2025 the total turnover of USD products amounted to CHF 24 bn, representing a turnover share of 42%

Italy's Mediobanca gets ECB approval for Banca Generali deal

Mediobanca had originally scheduled the vote for June but had to push it back as the proposal lacked sufficient support.

FNZ launches Advisor AI to redefine advisor productivity and scale personalized advice

The solution will help financial advisors enhance productivity, deliver more personalized advice and serve more clients at scale.

Julius Baer to review fees for UK clients

Financial statements reveal private bank's plans to focus on pricing strategy with an eye on making charges easier to understand.

BCGE Group: Reasonable result thanks to strong business momentum

In view of the current interest rate environment In view of the current interest rate environment and the weaker economy

Supporting the next generation through investment and philanthropy

He bundled different proprietary software aimed

BNZ Private Bank investments: WealthNet upgrade

WealthNet provides online real-time access to all your investment and reporting in one convenient location.

Costs of privately schooling next generation set to nearly double

With A-level results day approaching, Weatherbys Private Bank’s annual school fees study reveals the impact of VAT and inflation on private school fees for the next generation.

Flossbach von Storch wants to become more visible in Switzerland

Volume has never been our primary concern, neither in Switzerland nor in Germany, our home market, nor anywhere else.

Titan Wealth losses rise to £44.7m as interest payments mount

The consolidator has continued to rack up losses on the back of interest payments for acquisition debt.

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Wealth and Asset Management