Managers of Wealth

The wealth that money cannot buy

The true source of wealth is not the currency we possess but the productive capacity that created it.

Harbourvest Has No Regrets About Expanding into Switzerland

He also emphasises the diversification benefits that private equity can offer investors.

UK Wealth Management Sector Ranks Mid-Table Globally as Macroeconomic Conditions Weigh on Competitive Standing

The inaugural Avaloq Wealth Management Index scores each market across more than 60 indicators grouped into five pillars: macroeconomic conditions, financial market maturity, demographics, regulatory environment, and technology and digital adoption.

DBS second-quarter net profit up 9% to record SGD 3.08 billion as quarterly total income crosses SGD 6 billion for first time

First-half total income and net profit reach new highs; ROE at 17.5%

Quilter reports record core net flows of £6.0 billion (+32%) representing 9% of opening AuMA (annualised) and adjusted pre-tax profit of £112 million (+12%)

Group adjusted diluted earnings per share was 6.1 pence, an increase of 13% (H1 2025: 5.4 pence).

Liechtenstein’s LGT Aims to Expand its Private Banking in Japan

The wealth manager plans to bolster its local unit by hiring more bankers as needed and training junior staff to meet the demands of the newly wealthy

Flagstar Private Bank announces full implementation of operating model, expanded leadership, and new client capabilities

Strategic evolution deepens client relationships, broadens product capabilities, and positions Flagstar Private Bank for long-term growth

Nour Private Wealth Explains Why The Wealthiest Families Are Redefining the Modern Multi Family Office

As multigenerational wealth becomes more complex, the leading families are seeking integrated advisory models that combine investment management, succession planning, governance, and legacy strategy under one roof.

Solid earnings growth, despite choppy equity markets

The energy and financials sectors and non-AI companies have outperformed as market returns broaden beyond the technology sector.

Aspen Standard Wealth buys Denver advisory firm

Denver PWM services include investment management, retirement planning, tax-efficient planning, and legacy planning.

ODDO BHF acquires International Fund Services & Asset Management (IFSAM)

Acquisition helps ODDO BHF to further build leading European institutional asset

GAM Holding AG Announces H1 2026 Results

Following the transformation programme GAM set in motion two years ago, the Group now combines a lower cost base and simplified operating structure with an expanded range of differentiated investment capabilities.

Moore Stephens Channel Islands launches new identity for private wealth services

The name MFMS is derived from Moore Family and Moore Stephens, reflecting the group’s Moore family ownership and its Moore Stephens heritage.

AMP announces 1H 26 results and further $150 million buyback

Assets under management increased to $167.6 billion, reflecting momentum in AMP’s wealth and retirement businesses

BBVA revamps business platform

These enhancements are further complemented by new analytics capabilities, enabling companies to manage their global treasury operations with greater agility, efficiency, and control.

Schroders secures regulatory approval for first tokenised share class

The approval of this tokenised share class underscores Schroders’ commitment to innovating investment solutions.

Advent to acquire FNZ Bank, a leading independent wealth management banking and infrastructure provider in Germany

Advent is convinced these structural trends provide a strong foundation for growth and will support FNZ Bank in broadening access to capital market investing across Germany.

Waystone Awards

We are proud to be recognised by asset management industry peers and publications for our range of expertise and solutions.

International wealth insurance market expanding rapidly as sales rise 46% over past two years to £53.0bn in 2025

This equates to a compound annual growth rate (CAGR) of 21%, with the two-year view providing a strong indication of the market’s current growth trajectory following post-COVID normalisation.

Moore Stephens launches new brand for private wealth clients

The rebrand is purely cosmetic and there is no change in ownership, control, shareholders, management or board members.

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Wealth and Asset Management