Managers of Wealth

Generational shift meets AI as family offices future-proof their fortunes

Family offices boost tech and caution as generational wealth transfer and market uncertainty accelerate

Schroders Capital receives £500m from Nest for further private equity investment

Rachel Farrell, Director of Public and Private Markets at Nest Invest, has praised Schroders Capital in helping Nest’s members benefit from these types of high-value deals.

Berenberg Expands Fund Distribution with Clearstream Partnership

Under the new arrangement, Berenberg will leverage Clearstream’s fund distribution platform and its suite of services covering trading, custody, and trailer fee processing, designed to deliver a comprehensive, end-to-end solution.

Future-proofing wealth by investing in tomorrow’s people

Investing in the fast-moving world of work, an under-recognised frontier, will likely prove a key strategy for the portfolios of wealthy families

UBS opens new Advisory Office in ADGM

The move reflects UBS’s long-term commitment to the region’s evolving financial ecosystem and its dedication to serving clients seeking sophisticated solutions and global connectivity.

Bank Frick Joins GenTwo's AMC Creator, Enhancing Digital Assets Capabilities and Providing EU Access

With a comprehensive in-house infrastructure covering issuance, custody, paying agent, and collateral services, Bank Frick contributes proven expertise and regulatory strength to the platform.

Citigroup: Third Quarter 2025 Results and Key Metrics

This compares to net income of $3.2 billion, or $1.51 per diluted share, on revenues of $20.2 billion for the third quarter 2024.

Cornèr Bank announces full acquisition of Lugano wealth manager

The bank already took a 30% stake in Finpromotion in 2022.

2025 RBC and Campden Wealth Report: North American family offices adapt to uncertainty and embrace AI, innovation

Following volatility in early 2025, family offices are transforming caution into opportunity to position themselves for sustained success

Guernsey Private Wealth Forum identifies education and communication as the key to supporting the next generation of wealth creators

The London-based conference featured two panel sessions, addressing the theme From Startup to Legacy: Building and Preserving Wealth.

Northern Trust Selects Broadridge Global Class Action Services

Northern Trust unlocks greater asset recovery opportunities and investor participation, helping enhance client returns

Asset Servicing Volumes Surge 25% YOY, Triggering a New Era of Automation and Efficiency, New Broadridge Study Finds

The study draws insights from over 270 industry leaders worldwide on the innovation, priorities and challenges that are shaping the future of asset servicing.

Wealth firms slow to adopt private market allocations: Study

Wealth firms do not expect a significant change in client portfolio allocations to private markets, according to a study by the Thinking Ahead Institute.

Advisor Productivity: Solving the Canadian Integration Gap

Partnerships between fintech companies and traditional financial institutions are less prevalent here than in other advanced markets.

Canaccord Genuity in early talks over possible sale of British wealth arm, sources say

The CEO of the unit, known as Canaccord Wealth, has held meetings with private equity firms recently about a potential sale, said the people, who declined to be named as the information is not public.

Truist's third-quarter profit rises on robust wealth management and interest income

Expectations of further rate cuts later this year are also fueling optimism for improved margins and stronger credit growth.

CaixaBank strengthens its Private Banking division with an expanded vision of wealth management and a new brand: CaixaBank Wealth Management

The new term, CaixaBank Wealth Management, reflects the bank’s strategic vision of offering a broader service than traditional private banking.

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Wealth and Asset Management