Managers of Wealth

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.

Nour Private Wealth enters into a definitive agreement to acquire Goodwood Français

This planned partnership reflects our commitment to providing thoughtful, comprehensive, and tailored wealth management solutions, supported by a culture of care, discretion, and continuity across generations.

LGT WM plans Manchester office move for growing team

Expansion continues two years after hiring an Evelyn Partners team to get started in Manchester, with Adam parker also joining former colleagues.

Aurum Capital unveils AI-driven quantitative wealth advisory platform

The platform is designed to assist investors with wealth management through data analysis and tailored portfolio strategies.

From ESG hype to credibility: what wealth management faces in 2026

WealthTech company Kidbrooke recently explored the lessons learned from 2025 and what to expect in wealth management in 2026.

Bank of America advisers get green light for bitcoin

Bank of America has allowed its 15,000 advisers to consider bitcoin ETF allocations for its wealth management clients for the first time this month.

Why rethinking wealth management through a long-term lens supports generational continuity

Lombard Odier stands out by virtue of its unique governance model.

Deutsche Bank achieves positive ESG rating results in 2025

With the four leading rating agencies the bank was able to either significantly improve its results or strengthen its already high rating with an increased total score.

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.

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Wealth and Asset Management