Managers of Wealth

Mirabaud Wealth Management head of investments emphasises diversification amid market uncertainty

He reports to Camille Vial, CEO of the Bank.

Manulife strikes global partnership to expand wealth and retirement reach

Transatlantic alliance with UK’s L&G includes distribution and investments to boost global wealth solutions offering

Variable pay dominates – high-net-worth individuals expect non-salary income to play a bigger role: Investec

Non-salary income such as bonuses and one-off payments expected to make up a greater share of earnings for high-net-worth individuals

53 UBS financial advisors in the Southeast Region named to the Barron’s Top 1500 Financial Advisors list

The 2026 Barron’s Top 1500 Financial Advisors list is compiled based on a variety of criteria including revenue produced for their firm, assets under management, quality of practice, and regulatory record, among other factors.

Head of PBWM Segment Management

This role integrates segment strategy, marketing, operational support, performance analytics, and business case management to ensure a best‑in-class client and advisor experience across all channels.

Citibank Announces $2 Billion Redemption of 5.438% Notes Due 2026 and $1 Billion Redemption of Floating Rate Notes Due 2026

The cash redemption price for the notes payable on the redemption date will equal par plus accrued and unpaid interest to, but excluding, the redemption date.

Firenze and Third Financial Join Forces to Offer a Multi-Million Pound Estate-Planning Solution

The borrower, an Executive of a UK company, held a substantial investment portfolio but sought access to liquidity without selling assets, triggering CGT, or transferring custody.

Women and the Great Wealth Transfer: The Shifting Center of Wealth Stewardship

This includes roughly $54 trillion expected to initially move through inter-spousal transfers, with 95% of surviving spouses projected to be women.

WRISE Group Partners with China Asset Management (Hong Kong) to Offer Exclusive Access to Asia Bond Fund high dividend yield share class in Hong Kong Debut

This partnership reflects our commitment to delivering innovative and performance-driven investment solutions to a broader audience.

VP Bank wins Alliance of Swiss Wealth Managers' Custodian Bank Award 2026 in 'Financial Solutions' category

VP Bank was founded by intermediaries for intermediaries – and this very business remains a core focus to this day, rather than merely a secondary segment.

Lessons for rich families from a private banker

The secret to sustaining generational wealth isn’t financial wizardry but long-term character

Wealth and Asset Management 4.0

How digital, social, and economic trends will transform the investment industry

Aquila launches spinoff independent asset manager

The group had previously ceased asset management operations in 2019 to focus on its B2B platform.

HSBC remains encouraging on Malaysia’s steady growth

As for inflation, he pointed out it had been on a gradual uptrend supported by domestic demand.

GBST achieves certification recognising high standards in risk, data security and resilience

It provides an independent assessment of suppliers, giving financial institutions confidence in how third-party risk is managed.

HSBC: Most Asian HNWIs Have No Legacy Plan in Place

Nearly six out of 10 high net worth individuals (HNWI) in Asia have no legacy plan in place

BlackRock adds iCapital’s alternatives tech to Aladdin Wealth

This move gives financial advisors the ability to conduct alternative investment activities within a single integrated system.

Van Lanschot Kempen wins Gouden Stier for Best Investment Funds

The IEX Gouden Stier Awards are organised annually by the well-known investment platform IEX Media and are regarded as the leading independent investment awards in the Netherlands.

A steady partner in a changing world

Against the backdrop of geopolitical and economic uncertainty and ongoing industry consolidation, stability and long-term thinking are more important than ever.

St. James’s Place behavioural study highlights opportunity to support a new generation of investors

The results suggest that, if similar behavioural approaches were adopted more widely, this could increase intentions to invest significantly.

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