Richest families trim portfolio exposure to dollar, finds UBS
UBS' "Global Family Office Report 2026" saw about two-thirds of family offices predicting weakening confidence in the dollar as the reserve currency...
Tag : Wealth Management
UBS relocates senior executives to boost Middle East wealth business
UBS' leadership moves follow recent high-profile departures of senior Gulf bankers, including some hired not more than two years ago...
Poaching game: Citigroup, Wells Fargo go all guns blazing
Jonathan Alpert, previously global co-head of insurance coverage at Bank of America, has joined Citigroup as its global head of insurance...
Citi taps wealthtech firm Advyzon for global UMA program
Advyzon's program will consolidate Citi Wealth's existing investment products, ETFs and mutual funds into a single account structure...
Investors remain bullish despite headwinds, says Morgan Stanley
More than half of investors point to IT as the sector with the greatest potential, said Morgan Stanley Wealth Management...
Australian wealth management company JBWere concludes leadership changes
JBWere started 2026 on a bad note, as it lost advice executive Andrew Bird after a decade, who moved to join UBS for the second time...
GenAM zeroes in on Russell Busst as its next CEO
Busst is currently CEO and chief investment officer for Conning’s European operations, which sit within Generali Investments...
AlTi Global appoints Nancy Curtin as interim CEO as Michael Tiedemann departs
Nancy Curtin previously was the Chief Investment Officer and Head of Investments at Alvarium Investments, until it merged to create AlTi...
Bank of Montreal to open around 150 financial centres in United States
In 2023, Bank of Montreal bought BNP Paribas' US unit, Bank of the West, for USD 16.3 billion...
Tax efficiency quietly builds wealth: The Continental Group’s Kapil Sharma
Wealth management is a dynamic process that evolves alongside life stages...