Managers of Wealth

AWAG enters joint venture to develop wealth manager

The Australian Wealth Advisors Group has made a strategic investment into a chartered accountant practice, entering into a joint venture to develop wealth management services.

Firenze partners with wealth management firm, Artorius

Clients of Artorius will be able to borrow against the value of their investment portfolios without selling assets – known as Lombard lending.

Nominations Open for 2026 Wealth Management Industry Awards

Expanded categories spotlight innovation across partnerships, advisor intelligence, RIA leadership, recruiting, and modern storytelling

Santander announces changes to its branch network as it continues to transform for the future

Santander Locals provide face-to-face support for customers in areas where a branch has been closed, and a Banking Hub is not required.

Jupiter Appoints BNY to Deliver Streamlined Operating Model

Through this strategic relationship, Jupiter has consolidated back-office services for its offshore jurisdictions with BNY as well as outsourcing its middle office operations.

BlackRock and Partners Group Launch First-of-Its-Kind Private Markets SMA for Wealth Platforms

BlackRock and Partners Group previously announced a strategic partnership to transform retail wealth access to private markets through the introduction of a SMA portfolio solution.

Equiom Group named Trust Company of the Year – UAE at Citywealth International Awards

This recognition reflects Equiom’s depth of expertise, robust governance standards and consistently high quality of service delivered to clients in the Middle East.

CaixaBank posts a net profit of €5.89 billion in 2025, up 1.8%, driven by strong business growth

CaixaBank, with more than €664 billion in assets, serves 20.7 million customers in Spain and Portugal through a network of over 4,500 branches.

Mattioli Woods partners with J.P. Morgan to boost Centralised Investment Proposition

Under the agreement, J.P. Morgan Asset Management will design and manage a suite of bespoke global multi-asset, growth-tilted portfolios built exclusively for Mattioli Woods.

Deutsche Bank hits 2025 financial targets with record full-year and fourth-quarter profits

Deutsche Bank has announced a record profit before tax of € 9.7 billion for 2025, up 84% compared to 2024.

Ex-Credit Suisse chief FI selector to launch crypto strategies

Max Gnesi and Claudio Schneider of DCAP are taking traditional hedge fund trades to the crypto world.

Intesa Sanpaolo takes over Reyl completely and appoints a new CEO

Fideuram – Intesa Sanpaolo Private Banking has acquired the remaining approximately 24 percent of the Swiss company Reyl Intesa Sanpaolo.

The advantages of private banking with Lombard Odier

The advantages of private banking go beyond managing assets; it’s about creating a trusted partnership that evolves with your ambitions and the world around you.

Lombard Odier Luxembourg to move to new headquarters in 2027

As a long-term tenant in partnership with Grossfeld, Lombard Odier will be the building’s sole occupant.

responsAbility manages emerging market private equity impact funds for Stella

Capital is strategically deployed in regions where the potential impact is greatest and where private sector capital can help close critical financing gaps.

Where will the fixed income sweet spot be in 2026?

Solid – but not overheated – growth could create fertile ground for carry-focused fixed income strategies in 2026.

Four UBS Financial Advisor Teams in the Southeast Region Ranked #1 by Forbes/SHOOK Research

The ranking algorithm is based on qualitative and quantitative criteria including phone and in-person interviews, compliance records and revenue generated for their firms.

Apollo Provides €900 Million Refinancing for Pan-European Logistics and Industrial Portfolio Owned by Cerberus and Arrow Capital Partners

Bespoke, senior secured solution to refinance institutional-quality portfolio and consolidate lender base

Fairstone predicts another record year for DBO acquisition programme

The wealth management group is forecasting a 30% increase in DBO sign-ups in 2026

SEI Reports Fourth-Quarter 2025 Financial Results

Relative to the fourth quarter 2024, EPS increased by 16%, and revenue and operating income grew by 9% and 11%, respectively, with operating margin increasing to 27%.

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Wealth and Asset Management