Managers of Wealth

UBS Advisor Team Hollenbaugh Rukeyser Safro & Williams Ranked #4 on Forbes America’s Top Private Wealth Management Teams List

The team ranked #4 nationally, making it the highest ranked UBS team on the list and marking the third consecutive year that the team has been named to the list.

Paul Allen estate exits Cercano as $10.5bn wealth manager goes employee-owned

The firm allocates capital across public markets, private equity, real estate, and private credit, and typically works with clients who commit at least $250m.

UOB Asset Management Launches ASEAN Dividend ETF as Investors Turn to Dividend Strategies

The region also offers a diverse mix of growth-oriented and established economies, creating opportunities for portfolio diversification across different market cycles.

HSBC signals big year ahead for wealth push in 2026

HSBC's Christopher Dean details how the bank plans to accelerate its wealth offering in 2026.

JPMorgan abandons proxy advisers and turns to AI

The decision applies immediately and comes as regulatory scrutiny increases around the proxy advisory sector.

UBS Advisor Team Hollenbaugh Rukeyser Safro & Williams Ranked #4 on Forbes America’s Top Private Wealth Management Teams List

The team ranked #4 nationally, making it the highest ranked UBS team on the list and marking the third consecutive year that the team has been named to the list.

HSBC agrees to pay £260m to settle dividend fraud case in France

Several large France-based banks have been under investigation over their alleged use of a scheme to avoid certain taxes linked to the payment of dividends.

Greece emerges as a magnet for the world’s ultra-rich

The report points to a sharp rise in cross-border relocation among high-net-worth individuals-defined as those with assets exceeding $1 million.

Apex and Allfunds partner on offshore investment access

The partnership will establish a technical link between the Allfunds platform and Apex’s AscendOS system.

Battistelli Holland Wealth Management Group of Stifel named to Forbes’ Best-in-State Wealth Management Teams list for third consecutive year

The team has more than six decades of investment industry experience and believes that clients should have financial advisors in their corner who truly understand their needs and offer a personalized approach to investing.

Northern Trust Asset Management Delivers Direct Indexing Solution on Envestnet Platform

Northern Trust Asset Management’s direct indexing solution offers a diverse lineup of equity investment strategies

LGT Global Outlook 2026: A “world in mid-sentence,” as investors navigate recalibrating markets

The Outlook identifies three key themes for 2026 that are particularly relevant for diversification decisions.

Meet Our Forbes/Shook 2026 Best-In-State Wealth Management Teams

14 Oppenheimer Teams Named Best-In-State

Record 29 William Blair Teams Named by Forbes as Best-in-State

William Blair wealth teams serve individuals, families, organizations, and foundations to help them achieve their investment goals, strengthen family legacies, and endow their clients' charitable activities.

Citi Wealth Releases Macroeconomic and Markets View for 1Q 2026

Staying Grounded in a Noisy World

Brooks Macdonald combines Distribution and Investment teams

The new structure will enable closer collaboration across the organisation, allowing Brooks Macdonald to work more effectively and efficiently to serve its existing clients, broaden client reach, and maximise its investment expertise and performance.

Hoxton Wealth’s Ball: Advisers must prioritise client relationships this year and embrace AI

Ball added that the increasing role of AI in 2026 won’t necessarily be disadvantageous

Broadridge’s Distributed Ledger Repo Platform Processes Nearly $9 Trillion in December

December 2025 ADV up 490% YOY, Highlighting the Rapid Adoption of Tokenized Settlement

Mercer expands in US with purchase of two wealth management firms

The two wealth managers are Poterack Capital Advisory (PCA) and Long Run Wealth Advisors.

High-growth founders rewrite rules of wealth management

A much-needed private wealth shake-up is being dictated by entrepreneur clients rather than product-pushing bank bosses

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Wealth and Asset Management