Managers of Wealth

Bergos Gets New Operational Management

He will support the transition of CEO responsibilities to the new management until the summer and will remain closely and amicably connected to Bergos thereafter.

LGT and LLB establish Liechtensteinisches Pfandbriefinstitut

The new institute closes a gap in the Liechtenstein capital market and strengthens the long-term stability of the financial centre.

UBS CEO succession: Who is in the lead?

The process was initiated much earlier, immediately after Ermotti's return to UBS.

UBS boss Sergio Ermotti plans to step down in April 2027

Race for coveted role comes as bank fights Swiss government over threat of more stringent capital buffers

Leonteq receives BaFin license extension

This marks an important step in the expansion of its retail flow business in the German market.

Quilter launches smoothed funds in partnership with Standard Life

Each fund invests across a diversified mix of assets, including equities, bonds, alternatives, and money market instruments such as cash, typically through third-party funds.

Bank HR developer distributes leadership burden across several shoulders

Basler will remain with the BBZ and will dedicate himself to strategic issues on the board of directors.

Quilter Cheviot: The key themes driving the sustainable recovery in 2026

Global equity markets are expected to deliver moderate gains, supported by technological innovation, fiscal stimulus, and selective regional opportunities.

Coutts Weighs Offering Ares and Apollo Funds for Wealth Clients

The private bank, owned by Natwest Group Plc, is considering whether to offer clients so-called evergreen funds managed by Ares Management Corp. and Apollo Global Management Inc.

Elevation Point Stakes $1.3B Ex-UBS Team in Atlanta

The eight-member team has created Harbor View Private Wealth and represents Elevation Point's first investment of the year.

UBS warns Swiss capital plan risks competitiveness and shareholder value

The bank estimated the plan would increase its capital needs by about $23–24bn, mainly through additional Common Equity Tier 1 capital.

Why debt dynamics show promise for UK economy

View the UK through a debt lens and you see an economy with the potential to outperform in 2026.

Evergreen fund launches to fuel 5-year growth spurt

Wealth-focused evergreen funds are set to grow at 11 per cent annually by 2029 as wealth managers focus on private credit.

Quilter launches smoothed funds in partnership with Standard Life

Each fund invests across a diversified mix of assets, including equities, bonds, alternatives, and money market instruments such as cash, typically through third-party funds.

W1M to acquire independent investment manager Vermeer

The transaction is subject to regulatory approval and is expected to complete in the Spring of 2026.

CaixaBank launches 'Family Governance', a new comprehensive advisory service in family governance for business families

Family Governance is aimed at business families and family groups with significant assets, as well as founders, successors, and family offices seeking to establish clear rules for decision-making and legacy protection.

HSBC launches UAE asset management business to tap into wealth influx

HSBC Unveils New Asset Management Venture in UAE to Capture Wealth Growth HSBC's Strategic Move in the UAE

UBS Strengthens Australia Desk with Singapore-Based Hire Amid Offshore Wealth Competition

UBS described the hire as a strategic move to support the growth of its Australia International team, launched in Singapore last year to serve global Australian clients.

UBS publishes response to the Federal Council’s consultation on the amendment to the Banking Act and the Capital Adequacy Ordinance

UBS has published its response to the consultation on the amendment to the Banking Act and the Capital Adequacy Ordinance.

JPM alts selection boss: ‘We favour restrictions on evergreen liquidity’

Mark Hempstead, head of alternative investments for EMEA at JP Morgan Private Bank, says large liquidity buffers in evergreen funds defeat the point of investing in private markets.

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Wealth and Asset Management