Managers of Wealth

The biggest risk in wealth transfer isn’t taxes. It’s misalignment

Families spend months structuring estates but avoid the conversations that determine whether those plans actually hold.

Can UK investors sow the seeds of economic growth?

In the latest monthly letter from our Chief Investment Officer, Fahad Kamal explores the UK's investment landscape, and highlights our latest investment views and positioning.

Amova Asset Management boost s in-house investment management capabilities with addition of U.S. Small Cap Value Equity team

Portfolio managers John S. Albert and Kevin A. Finn to join 1 May 2026

BNP Paribas Switzerland CEO: "AXA IM is a game changer for us"

Geopolitical developments are increasing uncertainty, but we currently see no direct negative impact on our business in Switzerland.

Senior executives: a practical guide to planning your retirement and optimising your assets

In an increasingly fragmented world, geopolitical tensions can have a major impact on the wealth of senior executives.

Protecting your wealth from today's scammers

Watch the recording or read the insight she shared from her personal experience and her deep understanding of the evolving threat landscape.

34 UBS advisor teams in Southern California and Hawaii named to Forbes Best-in-State Wealth Management Teams list

The Pacific Desert market is led by UBS Wealth Management Market Executive Justine Frame who says that it’s gratifying to see these teams recognized for their talent and commitment.

CREDIT AGRICOLE SA: LCL and Crédit Agricole Assurances finalise the acquisition of Milleis Group and strengthen their wealth management strategy

LCL and Crédit Agricole Assurances finalise the acquisition of Milleis Group and strengthen their wealth management strategy

Barclays supports investors with launch of new wealth offering, with more personalised services for Premier customers

The service begins with a no-obligation, in-depth financial review for which customers will pay no upfront fees.

Family offices must play the patience game

The concept of ‘patient capital’, encouraging long-term pursuit of both profit and innovation, is gaining increasing buy-in among family offices

SEI and Carlyle Enhance Partnership to Expand Private Market Access Across Wealth and Retirement Channels

Strategic Partnership Aimed at Supporting More Efficient and Scalable Private Market Implementation

Jupiter Asset Management and the “Golden Era” for Active Management

The environment of volatility enhances the added value of asset selection beyond passive investing, benefiting companies that add value to investors

Wealth management firm, controlling £89m of assets, appoints administrators

The FCA continues to supervise LCM and will work closely with the joint administrator

The Thirteenth Family Wealth Report Awards 2026

FAMILY OFFICE CATEGORIES

Britain raises more from wealth taxes than any other rich nation

UK collects 3.5pc of GDP from inheritance, property and capital gains levies

Former Julius Baer India CEO Ashish Gumashta builds new wealth firm with star fund manager Roshi Jain

She exited HDFC Mutual Fund in December 2025 after four years of superlative performance.

10 UBS advisor teams in Arizona named to Forbes Best-in-State Wealth Management Teams list

The Arizona UBS Wealth Management teams are managed by UBS Executive Director Ryan Lurie.

Hedge Fund Billionaire Ken Griffin Warns Wealthy Investors May Not Grasp Private Credit Risks— 'The Real Issue Here Is...'

Griffin also questioned whether wealthy investors fully grasped what they were buying into.

Lombard Odier, a leading private bank for high-net-worth individuals and families

This is where a specialist private bank’s expertise in wealth management, wealth structuring, and international tax strategies can add real value.

First-quarter net profit rises to SGD 2.93 billion as total income reaches a new high, led by record wealth management performance; ROE at 17.0%

These more than offset the impact of lower interest rates and a stronger Singapore dollar.

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Wealth and Asset Management