Managers of Wealth

Edmond de Rothschild AM expands sales in Latin America and US offshore

The collaboration covers the markets of the USA, Uruguay, Argentina, Chile, Brazil, Colombia, and Peru.

Private Banking: Why the 10 billion question is only half the truth

Half of Switzerland's medium-sized private banks still describe themselves as providers of global wealth management for successful individuals and their families.

The restructuring of Bank E. Sturdza weighs on its results

This new entity now manages the EI Sturdza Funds and handles all of the group's asset management activities.

Wealth manager masters the art of providing clarity and delivering growth for clients

LH Koh, head of UBS’ family and institutional wealth in Asia-Pacific, says painting inspires calm, thoughtful approach to help build trust

IMA adds $400M wealth management team through CFS partnership

The transaction adds three private wealth advisors and strengthens IMA’s presence in Colorado, which the company described as a priority market.

2026 Wealth Management Awards Winners and Finalists Announced by Business Awards UK

These awards celebrate organisations and individuals working across private wealth advice, tax and wealth structuring, digital advisory services, and modern approaches to investment and asset-backed ownership.

Rathbones named Wealth Manager of the Year

Win at prestigious City AM awards reflects Rathbones quality of service, strength and momentum

London IFA buys £200m firm in Saltus-backed deal

The move has added £200m in assets and 300 clients to the firm.

Scotia Wealth Management enters an arrangement with SBI Canada Bank to offer wealth management services to SBI Canada's high-net-worth clients Français

The arrangement positions both SBI Canada and Scotia Wealth Management to deliver more coverage for clients locally in Canada while supporting their financial needs.

Syfe Launches Joint Accounts to Boost Shared Wealth Building in Singapore

The wealthtech platform aims to address the coordination gap in retail investing by allowing users to co-manage portfolios without minimum balance requirements

Australia’s wealth gap widens as asset growth concentrates at the top

KPMG modelling reveals the wealth divide has grown over the past five years.

Why high government debt need not cause immediate concern

The fiscal fallout from the Covid-19 pandemic and significant energy supply disruptions since have added further strain, propelling public debt levels to new heights.

Franklin Templeton Launches New Private Markets Models with Corastone

The asset manager partnered with Corastone to create portfolios spanning private equity, private credit, private real estate and private infrastructure with monthly rebalancing capabilities.

Isle of Man firm wins for eighth year in a row at City of London Wealth Management Awards

‘This recognition is a testament to the dedication, professionalism and hard work of our entire team’

Broadridge Deploys Agentic AI at Institutional Scale Across Capital Markets and Wealth Operations

Powered by the Industry’s First Completed Financial Services Data Ontology, Broadridge’s AI Partnership Model Delivers Up to 30% Operational Cost Reduction Today with Additional Savings over Time — Available as Full Managed Services or S

Mirabaud opens a location in Lausanne and strengthens its presence in French-speaking Switzerland.

This strategic move aims to bring the company closer to its local clients and support its growth in the Swiss market.

Pillar Two and asset and wealth management: from compliance to competitive advantage

The PwC Global Reframing Tax Survey 2025 findings show that 95% of financial services organisations expect Pillar Two to have a noticeable impact, with 55% anticipating a major shift.

UBS chief eyes US growth amid capital debate

"I'm focused on one option, making UBS strong out of Switzerland," Ermotti said, adding that the bank has a fiduciary duty to be ready for any scenario.

Vaduz private bank partners boutique to build sustainable investment solutions

Neue Bank and ESG-AM have announced their strategic partnership.

Iress taps Thoughtworks for wealth platform modernisation

The programme is aimed at simplifying Iress’s technology architecture, improving software delivery and embedding AI-driven capabilities into its products and data infrastructure.

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Wealth and Asset Management