Managers of Wealth

Zurich Fintech Boosts Blackrock’s Cross-Border Wealth Solutions

It simplifies regulatory checks while boosting efficiency and transparency for advisors managing and distributing investments internationally.

Exploring Lombard Odier’s success in fast-growing Middle East wealth market

Lombard Odier has expanded its operations in the oil-rich region through a team of executives who know the market and the client base.

Barclays unveils approach to navigating nature-related financial risk

Focusing on a sample of mining and European power companies, Barclays sets out its step-by-step approach to assess and examine nature-related dependencies, impacts and risks from the level of individual operating sites.

Golden Suisse and Professor Joseph Stiglitz Convene Global UHNWI Summit

Discussions centered on the growing fragility of the global banking system, the erosion of the U.S. dollar, and the increasing politicization of money and payment infrastructures.

Lombard Odier bullish on risk assets

The bank is bullish on equities and bonds, favouring Japan and emerging markets.

Nomura Bank Switzerland quits foreign fund rep activities

Nomura Bank Switzerland has confirmed it will no longer represent foreign collective investment schemes.

Resolution Reporting UBS

Given the ongoing integration work, FINMA, as in the previous year, is refraining from assessing the stabilization plan.

Crédit Agricole Corporate and Investment Bank and Indosuez Wealth Management Inaugurate New Singapore Office to Support Local and Regional Growth Momentum

This relocation aligns with Crédit Agricole Group’s long-term strategy for Asia-Pacific, driving operational efficiency, deepening synergies across business lines, and creating a future-ready environment for clients and employees.

JPMorgan Adds Millionaire Wealth Offering to Dozens of Branches

The bank has put J.P. Morgan Private Client bankers in 53 branches in affluent areas of New York, Connecticut, Florida and Texas.

HSBC demonstrates world’s first-known quantum-enabled algorithmic trading with IBM

Algorithmic trading in the corporate bond market uses computer models to quickly and automatically price customer inquiries in a competitive bidding process.

RBC Wealth ups alts exposure with Partners Group royalties fund

The fund will be used in RBC Wealth’s alternatives model portfolio for clients in the UK and Channel Islands.

Advyzon and Advyzon Investment Management (AIM) Win 2025 Wealth Management Industry Awards

Advyzon also named a finalist in six categories of the 2025 ThinkAdvisor Luminaries Awards

Broadridge and WealthFeed Partner to Offer End-to-End Advisor Lead Generation and Intelligent Nurturing

New partnership enables advisors to find and automatically nurture investors as they experience key life events

Global Advisory: Rothschild & Co Redburn Review - September 2025

This issue explores how solar is fuelling the prospect of a new era of cheap energy; why beauty M&A is resurging, with indie brands like rhode at the forefront; and a split-screen AI debate: scepticism over productivity gains versus the promise of age

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Wealth and Asset Management