Managers of Wealth

Oaktree considers sale or London IPO of UK wealth manager Utmost

The potential transaction comes amid heightened deal activity across the UK wealth and insurance sector.

Cresset Welcomes $2 Billion Advisory Team to San Francisco Office

Heather Pelant previously served as a Partner and Managing Director at Baker Street Advisors.

Iress seeks buyer post-simplification, appoints interim APAC wealth CEO

Following targeted divestments in 2025 to streamline the business and focus on wealth and trading, Iress chief executive Andrew Russell says the technology firm is open to potential sale discussions.

HSBC Launches Largest Wealth Center in Singapore

The center boasts 7,884 square feet of space with 14 meeting rooms and, including enclosed teller rooms and private client advisory rooms.

Rathbones sets course for next stage of growth

Statutory profit before tax rose 53.5% to £152.9 million, benefitting not only from these synergies but also from a sharp reduction in integration costs, while underlying profit before tax rose 4.6% to £238.1 million.

Partners Group to sell atNorth for an EV of USD 4 billion

The transaction values atNorth at an enterprise value ("EV") of USD 4 billion.

VZ Attracts Net New Money and Increases Profit

As expected, banking income was the only component to decline, falling by 10 percent as a result of lower interest rates.

Why wealth, asset managers must rethink what success looks like beyond growth at any cost

PwC’s Roland Kastoun tells InvestmentNews that rising AUM can mask weakening economics and argues that only firms focused on repeatable earnings, scale discipline and decisive strategy will thrive.

Praxis’ John Medina recognised in 2026 most influential list

Throughout his career, John has developed a reputation for combining technical depth with a measured and considered approach to complex cross-border matters.

Bybit Kazakhstan Launches Private Wealth Management (PWM) Service for Large-Scale Crypto Investors - Chainwire

The launch reflects Kazakhstan’s continued integration of digital assets into a regulated financial framework within the Astana International Financial Centre.

Banque de Rothschild says it’s monitoring Epstein ‘situation’

CEO Ariane de Rothschild kept in contact with sex offender, but bank says it did not know about conviction

Emerging market debt: Where carry meets conviction

Two decades of transformation have reshaped emerging market debt.

Nour Private Wealth Expands Integrated Platform Following Goodwood Acquisition

The next-gen demands a next-gen wealth manager.

Perpetual faces backlash around wealth management sale costs

Questions have been raised why Perpetual is spending millions to progress the sale of its wealth management division when a buyer still remains in doubt.

Ultra-wealthy investors reshape the rules of wealth management

As wealth grows, the nature of concerns changes.

BBH empowers asset managers in emerging market investing with the addition of the Colombian Peso to InfoFX restricted markets capabilities

Brown Brothers Harriman (BBH) today announced an enhancement to its InfoFX® solution, expanding its Restricted Markets Currency offering to include the Colombian Peso.

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Wealth and Asset Management