Managers of Wealth

Söderberg-backed Vintage completes £400m advice firm deal

The deal brings together two independently focused advice firms with a shared emphasis on personalised, whole-of-market financial planning.

Deutsche Bank’s 2026 AGM to be held in person again for the first time since 2019; dividend again increased for shareholders

The Supervisory Board and Management Board are very much looking forward to a direct and open exchange with our shareholders.

The signal in the sell-off: Wealth management’s value in the AI era

The market reaction was immediate and telling.

Reading investment signals and controlling emotions

The deeply unfashionable topic of portfolio diversification must be updated to reflect a noise-intensive environment where key indicators are often misread

A Turning Point for Women in Wealth Management

Women advisors are gaining ground not just in numbers, but in influence.

RBC Wealth Management: Setting Up Advisors for Success in Serving the Ultra Wealthy

RBC Wealth Management has been strategically building teams of skilled professionals across the United States who can service the myriad needs of the ultra-high-net-worth segment.

Stonehage Fleming emphasises time, patience and discipline for successful investing

The family office believes sustainable wealth creation depends less on bold, high‑risk decisions and more on consistent, careful choices.

Temenos announces completion of its second 2025 share buyback program

The shares were repurchased for general business purposes, including employee equity incentive plans and/or the financing of potential acquisitions.

GBST listed in Global WealthTech 100 for seventh consecutive year

We see clear value in AI’s ability to improve efficiency and automate manual tasks within wealth management.

Marsh strengthens Mercer’s investments leadership to drive client impact

In this pivotal role, he will lead Mercer’s global Alternatives platform, comprising the global and regional investment teams focused on private-market asset classes, including private credit, private equity, real assets and hedge funds.

Wealth by generation: Which age group is the most financially successful?

On paper, baby boomers are the wealthiest generation.

$2.4B UBS breakaways launches Evertern Wealth to target UHNW families with family office model

Naples-based firm backed by Goldman custody, Dynasty platform after $2.4B team exit.

Two Sydney-based wealth managers merge

The wealth management business of Edney Ryan Group has split off and merged with Minchin Moore Private Wealth as the former turns its focus on other professional services.

CaixaBank named Best Bank in Western Europe and Spain by Global Finance

The bank has also been named Best Bank in Spain for the twelfth consecutive year

Asian families are moving faster than their wealth plans

Wealthy families should expect movement to be part of their future but too many in Asia have plans that lack flexibility

Wealth management’s overlooked client base

As automation reduces operational drag, Pave Finance argues smaller accounts are shifting from burden to growth channel

J.P. Morgan sets new record with 533 advisors on Forbes 2026 Best-in-State Wealth Advisors list

Nine advisors also recognized as America’s Top Wealth Advisors

Quilter granted Targeted Support permissions

Quilter Invest also provides advisers with a proposition for clients who may not be ready for holistic financial advice.

Clarissa Jones shortlisted for Chambers High Net Worth Awards 2026

The awards ceremony will take place at Banqueting House, Whitehall on Thursday 18 June 2026.

UBS, PostFinance, Sygnum, Raiffeisen, Zürcher Kantonalbank, BCV and Swiss Stablecoin AG launch joint CHF stablecoin sandbox

Stablecoins are gaining international importance and play a significant role in transforming the financial system.

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Wealth and Asset Management