Managers of Wealth

Wealth managers turn to direct indexing for personalisation

Direct indexing involves purchasing individual stocks within an index to mimic its performance rather than using an index fund or tracker.

Record gold and silver prices signal a new era for wealthy investors

Gold has surged past $5,000 an ounce and silver over $100, driven by investor demand amid political and economic uncertainty

JM Finn opens fifth office in Cheltenham

New office is up and running with a five-strong team

Wealth manager eyes growth with record model

Bosses at the Sunderland-headquartered company say the forecast increase leaves the business ready to “help thousands more clients achieve financial goals”.

Sage Capital Management launches private banking service for institutional clients

In addition, Sage Capital Management has introduced a proprietary unified trading platform for liquidity, execution, risk management, and Transaction Cost Analysis (TCA).

HSBC Malaysia Opens Premier Centre in Petaling Jaya to Boost Wealth Services

The centre provides personalised wealth solutions focused on accumulation, protection, and legacy planning, with private consultation and family rooms for client privacy.

Morgan Stanley wants more from MUFG ties to be top in Japan

Through their two local joint brokerage ventures, the banking giants are looking to strengthen collaboration in wealth management, securities trading and investment banking, he said.

Flagstar Bank Opens Private Client Office on Park Avenue in New York City

Second Private Client Office Opens, Showcasing a Reimagined Private Bank Experience and Flagstar's Commitment to Relationship-Driven Banking Across Key U.S. Wealth Hubs

Norway’s Formue plans to unfreeze Europe’s wealth management landscape

Nordic wealth manager Formue is looking to scale its hybrid advisory model across Europe, without compromising its focus on clients, encompassing their purpose, family and legacy

Formula 1 and Standard Chartered announce Official Partnership

This iconic partnership unites two organisations defined by the relentless pursuit of performance and distinctive global connectivity.

Promising 2025 results for BCJ

Event announcement as defined in Article 53 of the Commercial Code

Gold’s bull market is set to continue into 2026 - Investment Outlook 2026

Central banks continued increasing their gold holdings in 2025, with most estimates showing a rise of around 850 tonnes over the year.

New boutique corporate administration agency launched

Alfa Limited’s CEO, Michael Alfano brings over 14 years of experience to the business, primarily within the Jersey Regulatory framework, as well as from working in the global private wealth sector.

Ex-Macquarie execs’ investment firm took ‘catastrophic risk’ on Sendle

Federation invested in Sendle in late 2018 and was a driving force behind its merger in 2025 with US companies ACI Logistix and First Mile, to form a new private equity-backed roll-up called Fast Group.

Banks Accelerate Tech Adoption to Boost Advisor Efficiency and Retention

With 80% of advisors prioritizing technology, firms are adopting new tools to remain competitive

Conflicts of interest? Lucerne Cantonal Bank's board candidate becomes a political issue.

The auditor has announced that she will resign her seat on the board of directors of PostFinance.

Strategic wealth management in Campbell River for life’s evolving needs

That larger picture includes financial planning, retirement planning, estate planning and elements of tax and insurance planning.

Switzerland Residency by Investment 2026: A Strategic Playbook for Global CEOs

Switzerland residency by investment: who this is really for

EFG International to acquire Zurich-based private bank Quilvest Switzerland

The closing of the transaction is expected in the third quarter of 2026 and subject to regulatory approval.

Intesa Sanpaolo's New Business Plan Focuses on International Growth, Technology, and Wealth Management

The strategy will prioritize organic growth, with no consolidation targets, in order to avoid Antitrust restrictions in a now saturated domestic market.

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Wealth and Asset Management