Managers of Wealth

Citi Opens Representative Office in Guyana

The expansion of our unparalleled global network marks a milestone for Citi.

Bedrock’s Advisors Named in the 2026 Spear’s Wealth Management Index

Their inclusion places them among a select group recognised for excellence in advising high-net-worth and ultra-high-net-worth clients.

Corient Completes Acquisitions of Stonehage Fleming and Stanhope Capital Group; Global Assets Surpass US$500 Billion

Corient becomes the world’s largest non-bank wealth manager and multi-family office focused on serving ultra-high- and high-net-worth clients.

Quilter launches targeted support offering via Quilter Invest

Customers are guided through a short, attitudinal-based assessment that considers their investment attitudes, alongside questions that assess their capacity for loss and approach to risk.

Zurich-Based EFG International Targets South Florida in Americas Expansion

Miami serves as a key hub for EFG’s Americas strategy, supporting clients from across Latin America as well as U.S.-based entrepreneurs seeking international investment opportunities.

Zurich-based asset manager establishes advisory board for digitalization and AI

The new body will advise the company on its digital and AI strategy, prioritize relevant initiatives, and support their implementation.

Coutts Crown Dependencies announces new Client Acquisition Team

She will focus on ensuring that each new relationship is introduced with a clear articulation of the bank’s investment offering and strategic outlook.

Nedbank Private Wealth included in The Sunday Times’ UK Best Places to Work rankings

The company has appeared in the listing since 2005.

CICC 2026 London Wealth Management Forum Successfully Held

Going forward, CICC will continue to leverage wealth management as a strategic pillar to better serve the "bringing in" and "going global", injecting fresh momentum into financial high-standard opening up.

Nomura eyes US asset management deals after Macquarie deal

That Macquarie transaction was Nomura's biggest since it took over parts of Lehman Brothers following the 2008 collapse.

Leading law firm for wealth management in Asia Pacific and Greater China

With a private client and tax team of over 40 in Asia and over 200 across 15 offices globally,

Why should entrepreneurs choose a private bank?

A private bank is built to handle such complexity, with bespoke solutions appropriate for each stage of the entrepreneur's journey.

Lombard Odier enhances investment risk framework across the Group through expanded collaboration with Bloomberg

Group-wide deployment of a unified investment risk framework across Wealth Management, Private Banking and Asset Management

Carson Group Welcomes Tungsten Wealth Management to Independent Advisor Channel

By aligning with Carson, the Tungsten Wealth team has access to resources, technology and strategic support, allowing them to focus on what they do best: serving clients and building lasting relationships.

Peregrine Wealth renew Vive La Vallette sponsorship for a fifth year

La Vallette has been redeveloped with accessibility, durability and sustainability at its core. Facilities now include modern changing rooms, a café, spaces for events and educational activities, and a new outdoor catering area.

Equiom recognised for estate planning expertise at WealthBriefingAsia Awards 2026

The WealthBriefingAsia Awards celebrate excellence and innovation across the private banking, wealth management and trusted adviser communities in Asia.

Private banker Christof Reichmuth: "Independence cannot be copied"

A distinctive feature of the bank is its focus on real asset investments, particularly in infrastructure.

Five Tips for Going from Solo Advisor to Teaming

What separates teams that grow from those that stall.

UK businesses accelerate cyber and AI investment amidst geopolitical tensions

Businesses are doubling down on technology investment, with rising AI investment now matched by a sharp increase in cybersecurity spending.

Butterfield Announces Agreement to Acquire Control of CIBC Caribbean in $1.8 Billion Transaction

Transaction unites two premier, full-service banking and wealth management platforms with complementary experience in international financial centers and attractive Caribbean markets to create a $29 billion financial institution

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Wealth and Asset Management