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…
Category: 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
FeaturedWealth Management Jonathan Alpert, previously global co-head of insurance coverage at Bank of America, has joined Citigroup as its global…
Comparison of private credit crisis to 2008 is useful, but meltdown unlikely: Javier Corominas
The private credit market started 2026 on a bad note, as a flood of investor redemption requests first hit Blue…
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…
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 Generali Asset Management…
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…
Goldman Sachs Ayco gets new boss as it targets custodial referral market
Sara Naison-Tarajano, a 27-year veteran of the firm, most recently served as Global Head of PWM Capital Markets and Global…
BlackRock’s new bait in Asia: Partnerships with Gulf-based wealth funds
BlackRock’s 2026 outlook for the Gulf region calls for a push for investments in domains like artificial intelligence and infrastructure…