Managers of Wealth

&Partners Celebrates Milestone: 100th Advisor Practice Joins Fast-Growing Wealth Management Firm

Unlike many of its competitors, &Partners is uniquely structured as an advisor- and employee-owned firm with a broad distribution of equity.

FCA Review of UK Wealth Management M&A

The findings of the review will be of particular relevance to the PE industry where interest and investment in the wealth management sector has increased over recent years.

Endowus Crosses $10 Billion in Client Assets

Alternative investments also increased by threefold, crossing $500 million.

Julius Baer: Family Legacy Conversation Accelerates in Asia

For the first time ever, legacy-building became a top three family-related topic with a particularly strong showing in Asia, where it was also ranked in third place.

EdRAM CEO: ‘Quant is our next arrow in the bow’

The €107bn Swiss asset manager has made the bold decision to unveil a new quant unit, complementing its 'high octane' offerings. Christophe Caspar told us why.

Behind Nikko Asset Management’s Rebrand

The change is intended to reflect a new era for the firm, including its global growth, according to CEO Stefanie Drews.

Goldman Sachs launches onshore private wealth management in Riyadh

The firm’s expansion into Saudi Arabia underscores its long-term commitment to the Middle East and its strategy to bring global expertise closer to local clients.

Pictet predicts bond shake-up to accompany international realignment

The failing guardrails of multilateralism are paving the way for new investment opportunities, according to Swiss stalwart Pictet’s latest asset allocation calls

Private Capital Chases Deals in the Booming Wealth Management Sector

Rising demand from wealthy clients seeking investment alternatives is driving more individual investors into the private markets.

Crypto confidence crisis leaves UK wealth managers trailing global peers: Avaloq

Compounding the issue is little current desire to offer crypto investing.

AXA launches new wealth management plan

The series offers premium terms of five or 10 years in up to nine different currencies.

AI advantage in wealth

As artificial intelligence continues to ripple through financial services, the question for wealth managers isn’t if they’ll use AI – but how.

World’s Best Emerging Markets and Best Private Bank 2025: J.P. Morgan

Although many of its competitors are pulling out of emerging markets, JPMC is expanding into them.

German asset manager extends feelers towards Switzerland

The independent asset manager, with a significant Credit Suisse and J. Safra Sarasin presence in its corporate DNA, considers itself well positioned for the cross-border expansion.

Morgan Stanley Wealth Management Pulse Survey Reveals Inflation Concerns Persist Throughout 2025

The survey explored investor views on sector opportunities for the fourth quarter of 2025

Marcuard Heritage Expands Shareholder Base

For Marcuard Heritage founders Sinan Bodmer and Adrian Guldener, the expansion of the shareholder base also forms part of a succession plan.

StoneX Expands Wealth Management Offering for Latin American Clients

Through this transaction, StoneX expands its ability to serve cross-border clients with a broader range of integrated advisory and brokerage solutions supported by the firm’s global reach and infrastructure.

Charlie Munger once revealed 3 reasons Warren Buffett was ‘so much richer’ than him — how to unlock mega-wealth now

Charlie Munger wasn’t known for mincing words, and that was never more true than in 2019, when at the Daily Journal Annual Meeting, he received a pointed question about his wealth that made the crowd laugh.

UBS wealth management team joins firm’s new Ann Arbor office

They will operate from UBS’s newly established Ann Arbor, Michigan office, expanding the firm’s regional presence.

Does borrowing make sense in 2025?

Borrowing can form part of a prudent financial plan, although the risks should be carefully considered.

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Wealth and Asset Management