Managers of Wealth

Julius Baer successfully places EUR 500 million senior unsecured notes

The transaction was targeted at European institutional investors and the proceeds will be used for general corporate purposes.

HSBC Private Bank opens UHNW access to innovation economy

Platform offers exclusive investment opportunities in selected technology firms and start-ups

Edmond de Rothschild Asset Management strengthens quantitative management team and launches the first three funds in its Quartz range

These systematic equity strategies are based on advanced mathematical models, while giving a central role to the fund managers’ judgement in defining and monitoring investment approaches.

NSN Cycling Team and CBH Compagnie Bancaire Helvétique announce three-year partnership

Through this partnership, CBH Bank will support the Team's international racing program and broader sporting development across key competitions throughout the season.

Ascentix Partners Launches Strategic Framework Series with Inaugural Publication on Succession Planning for Independent Wealth Management Industry

Leading Strategy Consultancy Focused on Driving Wealth Management Enterprise Growth Partners with Haven Tower Group and Wealth Solutions Report to Develop Comprehensive Thought Leadership Analysis on Legacy Versus Exit Planning

Pictet raises $1.53bn for private equity co-investment fund

Pictet has announced the final close of its oversubscribed Monte Rosa Co-Investments VI private equity fund.

CBC Wealth named best private bank for NextGen clients at Euromoney Private Banking Awards 2026

More than adapting to change, RCBC Wealth has taken a proactive role in shaping the future client base through early engagement, meaningful experiences, and sustained relationship building.

HSBC Private Bank Launches new offering for wealthy clients

HSBC Access will offer a range of institutional-grade investment opportunities, including direct investments, co-investments, private market deals and venture capital funds.

EdRAM boosts quant offer with triple fund launch and two new PMs

The firm's new systematic investment team unveiled the first funds in its Quartz range and recruited two managers as its eyes further product launches by the year end.

Mattioli Woods and Kingswood Group unify under one brand, enhancing integrated client experience

The unified brand reflects a shared commitment to delivering a more seamless, high-quality client experience.

Why DNB Is Expanding on Both Switzerland and Spain

When it comes to banking and asset management in Norway, DNB is impossible to overlook.

Mashreq partners Neovision Wealth for private markets platform

The collaboration brings an ecosystem for private banking clients in the region to access private market opportunities in a faster and more efficient manner.

Wealth management: how to stay on course when markets lose their bearings

For Philippe Gay, Head of the Swiss Offering at Lombard Odier, it is precisely at times like these that discipline, a long-term vision and a holistic approach to wealth management make the difference.

Temenos acquires additiv to strengthen its Wealth proposition and accelerate AI-driven orchestration

The acquisition of additiv further strengthens Temenos’ offering in Wealth Management with native mass-affluent capabilities and a proven AI-enabled orchestration layer.

HSBC doubles down on Taiwan

That combination has helped HSBC cement its position as the most profitable international bank in Taiwan while opening new opportunities across corporate banking, wealth management and capital markets.

Morgan Stanley Wealth Management and Galaxy Digital Announce Referral Capability for In-Kind Creation of Spot Crypto ETP Shares

This model is designed for clients that want to lend crypto assets for repayment in traditional investment products in an efficient manner, enabling portfolio integration, including margin and lending capabilities, while reducing onboarding times and cost

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Wealth and Asset Management