Managers of Wealth

Saudi Awwal Bank Reinforces Private Banking Leadership with Two Global Awards

These recognitions further reflect SAB’s continued focus on innovation and excellence as the bank evolves its capabilities to meet clients' changing needs.

GAM: Minority Shareholders Warn Against Concentration of Power

With this move, the Zurich-based asset manager aims to advance succession and continuity planning; finews reported on this.

J Safra Sarasin hunts for head to build AI strategy

The private banking group is looking for an expert to build and lead an artificial intelligence team.

The 2026 Asset & Wealth Management and Alternatives Outlooks

Alpha FMC Research Shows Shift in Focus from Innovation to Execution

Endowus partners CIP to offer renewable energy investments

CIP helps build utility scale batteries and wind farms across the APAC region.

How Rathbones is setting out its strategy for growth in the UK

And it is that eye on tomorrow’s success that is driving Carroll, who joined Rathbones in March 2022 as chief investment officer before being promoted to chief executive of Rathbones Asset Management.

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.

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Wealth and Asset Management