Managers of Wealth

Melbourne wealth manager Hewison receives PE investment

Melbourne-based boutique wealth manager Hewison Private Wealth has received a private equity investment from Pemba Capital Partners following a 'careful and considered' search.

Cresset Adds $4B Boca Raton Team From UBS

The 16-person group, led by Michael Bober and Ed Ventrice, establishes the firm's first office in Boca Raton and strengthens its South Florida footprint.

Pictet Asset Management's PQUS Surpasses $100 Million in Assets Within Six Months of Launch

The strategy aims to deliver an enhanced indexed equity portfolio driven by active, stock-specific returns, seeking compounding outperformance with lower drawdown risk than traditional active management.

Kaiser Partner Privatbank continues on steady growth path in the first half of 2026

Kaiser Partner Privatbank continued to see encouraging growth in its client business during the first half of 2026.

Singapore-Based investment Firm Tops $500 Million Private Credit Target

Singapore-based investment firm Granite Asia has raised more than $500 million for its Libra Hybrid private credit strategy, exceeding the target set for the Pan-Asian vehicle.

BCGE: An unprecedented half-year performance

BCGE fully fulfilled its mission to support Geneva’s economy, with lending up 2.1% to CHF 21.8 billion.

Nexedge Capital raises $20 million to expand wealth management platform

The firm will use the capital to strengthen technology, grow its senior banker network, expand into Tier-II and Tier-III cities, and build NRI and NBFC offerings

AJ Bell Custody Solutions signs Daintree Wealth Management

AJ Bell Custody Solutions has signed an agreement with Daintree Wealth Management.

Adoption and awareness of international wealth insurance rise in Asia and the Middle East as annual sales grow to nearly £10bn

The sector remains significantly underpenetrated, providing substantial scope for future growth with this opportunity underpinned by several favourable demographic, client and industry trends and enhanced by continued improvements in market understanding.

VP Bank increases profit to CHF 32.4 million in the first half of 2026

Assets under management also developed positively.

Constellation Wealth buys minority stake in Confluence Financial

Confluence offers financial planning and investment management to private clients, families, companies and institutional investors.

Scotiabank Earnings Lifted by Record Result in Wealth Management, Global Markets Operations

Overall revenue increased 11% to C$10.54 billion for the three months through July 31, where analysts had expected C$9.98 billion.

How Hong Kong and the UAE are shaping international wealth planning

Jurisdictions are increasingly assessed not only for what they offer individually, but for how they fit into a wider strategy spanning multiple countries, assets, and generations.

US bank M&A wave set to reshape wealth management landscape

Bain projects up to seven US trillion-dollar banks by 2030 as consolidation accelerates.

New bank: Uneventful first half of the year in Vaduz

Assets under management rose to CHF 7.89 billion, up from CHF 6.42 billion at the end of June 2025.

Sumitomo Mitsui Trust to enter Vietnam asset management market – report

Under the proposed structure, Sumitomo Mitsui Trust will own 49% of the venture and BIDV will hold 51%,according to Nikkei.

Deutsche Bank to take space at YY London, Canary Wharf, from early 2028

YY London offers a high-quality, future-ready workplace designed for collaboration, with strong sustainability credentials and smart building technology.

Northern Trust Expands Relationship with First Sentier Group to Support Irish Fund Structure

The appointment supports First Sentier Group’s broader approach of aligning its operating model across key fund structures and jurisdictions.

AllianceBernstein targets UK retail growth with plan to double assets

Its UK retail business is worth around £3.3bn.

UBS expects higher rents despite low interest rates

The reference interest rate, which is crucial for Swiss residential rents, is likely to remain stable for the time being.

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Wealth and Asset Management