Managers of Wealth

Oberon agrees to FCA restrictions on wealth division

The regulator is reviewing the wealth business' existing systems and controls following a period of growth.

WealthArc launches AI Agent to turn alternative data and documents into AI-ready investment data

Built on a rapidly expanding global grid targeting 1,000+ data feeds. New capability interprets complex financial documents and makes them available to wealth managers automating the last mile from documents to portfolio data for AI-enabled workflows.

Hargreaves Lansdown and SJP to adopt ACT Informed designation

Four investment management houses have adopted City Hive’s new framework to reflect their commitment to culture and governance

Private bankers entice wealth managers with fat pay in fight for Taiwan’s newly rich

Taiwan’s wealthy face growing urgency to manage their fortunes.

Chase Buchanan Private Wealth Management Launches Expat Money Matters Podcast

Episodes include contributions from internal advisors as well as external experts based in regions with significant expatriate populations, including Spain, Malta, and Portugal.

Intesa Sanpaolo strengthens its Wealth Management Division governance

In particular, the Division aims to replicate across major European markets a model already successfully implemented by Fideuram in Luxembourg and Belgium, based on the integration of physical presence and digital offering.

Tatton: ‘it has been one of our finest years’

Total assets under management grew by 11 per cent in the year to reach £24.2bn, up from £21.8bn.

SEI Launches Digital Onboarding Solution for Collective Investment Trusts

SEI Access for CITs Modernizes Onboarding Experience Across Retirement Ecosystem

Brooks Macdonald Group Third Quarter FUMA Update

All statements in this release relate to the period from 1 January 2026 to 31 March 2026 (“quarter” or “Q3”) unless otherwise stated.

CaixaBank launches two calls for submissions to honour the best female entrepreneurs and self-employed women in Spain

These awards are a further show of the bank’s commitment to fostering female talent, celebrating careers marked by innovation, leadership, and significant contributions to economic and social progress.

Vontobel Annual General Meeting 2026

The shareholders also elected the proposed independent proxy and KPMG as the new external auditor.

Bellevue Asset Management strengthens its sales structure

At the same time, Bellevue Asset Management is consistently expanding its sales organization and plans to further strengthen the team in July 2026.

OCBC rolls out generative AI training for wealth advisors

First programme of its kind allows wealth advisors to hone their pitches through realistic AI role play, resulting in double the client appointments and a 50% growth in revenue in three months

Hawksmoor reaches settlement with breakaway Oberon four

Citywire understands wealth manager has agreed an out of court deal with Exeter-based team who left for rival last year.

Nine UBS Financial Advisors in Southern California, Hawaii Named to Forbes Top Women Wealth Advisors Best-In-State

UBS’s Courtney Liddy in San Diego also recognized on Forbes America’s Top 100 Women Wealth Advisors nationwide

Berne Financial Services Agreement: what the UK-Swiss deal means in practice

The Berne Financial Services Agreement breaks new ground in cross-border regulation

Scotland-based financial planning company acquired by acquisitive wealth management firm

It has four advisers, approximately £340 million in assets under management and has also developed an Adviser Academy focused on developing the next generation of financial advisers.

Investec Bank (Channel Islands) Recognised as Best ‘Overall Private Bank’

Judges highlighted the bank’s commitment to clients, colleagues and community, as well as its focus on thoughtful leadership, people development and proposition enhancements.

Head of Private Clients at Investec Bank Recognised at Citywealth IFC Awards

Winners were announced at an awards ceremony held at The Biltmore Mayfair Hotel in London.

Cayman Islands reserved powers trusts: A sophisticated approach to integrating wealth preservation and strategic influence

A Cayman reserved powers trust offers a calibrated, sophisticated alternative.

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Wealth and Asset Management