Managers of Wealth

$10B Bank Team Advisors Break Out to Form RIA Prairie View

Prairie View Wealth Advisors has launched in South Dakota with three veteran bank advisors, a tax-forward wealth focus and custody partner Raymond James.

Multi‑Factor indexing leader STOXX announces strategic collaboration with SEI and Factor Investing pioneer Dr. Andrew Ang

SEI files prospectus for its first proposed linked ETF

Shortlisted for Chambers and Partners High Net Worth Awards 2026

The Chambers High Net Worth Awards are among the most prestigious in the legal sector, celebrating the achievements of leading law firms and practitioners advising high-net-worth individuals globally.

Titan Wealth to acquire Blacktower Group, expanding global reach

"Together, we are setting a new benchmark for the industry" - John Westwood, Group Chairman of Blacktower Financial Management

Global Wealth Management earns back-to-back recognition on USA Today's Best Financial Advisors list

Florida-Based Firm Is the Only Advisor in Fort Lauderdale in Its AUM Category

KOREGE selects Fund Channel to manage the fund-raising services for asset managers

KOREGE has also entrusted Fund Channel to centralise and outsource its distribution system in order to optimise the distribution of its products to retail networks in France.

Deutsche Bank expands and strengthens its ultra-high net worth coverage

With this, the company is consolidating and strengthening the advisory services for ultra-high net worth clients in complex wealth matters.

Q1 2026 update: market turbulence offsets early positive flow momentum - Schroders

NNB including JVs and associates for the first quarter was £(1.1) billion.

Utmost Group plc Full Year Results 2025

Record inflows, uplift in operating profit, cash generation, and strategic progress mark pivotal year for Utmost

Corient Continues Global Expansion with Acquisition of Geneva-based Bedrock Group

Firm extends its private partnership model and will add US$10.7 billion in client assets

Fifth transaction this year: Cinerius Financial Partners acquires a stake in FRS Financial Services – Vorarlberg-based asset manager sets course for the future

The transaction is expected to be completed in the second quarter of 2026, subject to regulatory approvals.

Macquarie Asset Management strengthens long-term partnership with Vilogia, bringing total financing to €639 million

As the largest producer of social housing in the EU1, France relies on key operators such as Vilogia to expand access to affordable housing and help build more inclusive communities.

Wealth Enhancement Announces Acquisition of FullCircle Wealth, an Independent RIA with Over $268 Million in Client Assets

This partnership brings Wealth Enhancement’s total client assets to more than $141.9 billion.

Results of the 2026 Annual General Meeting of UBS Group AG

Shareholders approved all proposals at the Annual General Meeting of UBS Group AG

Why women should start planning their future today

Women continue to face a number of structural and demographic challenges when it comes to long-term financial planning.

Oberon agrees to FCA restrictions on wealth division

The regulator is reviewing the wealth business' existing systems and controls following a period of growth.

WealthArc launches AI Agent to turn alternative data and documents into AI-ready investment data

Built on a rapidly expanding global grid targeting 1,000+ data feeds. New capability interprets complex financial documents and makes them available to wealth managers automating the last mile from documents to portfolio data for AI-enabled workflows.

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Wealth and Asset Management