Managers of Wealth

Wealth Enhancement Announces Acquisition of FPG Private Wealth, a Hybrid RIA with Over $532 Million in Client Assets

This partnership brings the firm's total client assets to more than $127.8 billion.

AI euphoria unnerves LGT Wealth

Commenting on its portfolio positioning, the wealth manager expressed concern about the dominance of AI companies in the US indices.

SEI Completes First Stage of Strategic Investment in Stratos Wealth Holdings

Business Partnership Highlights Commitment to Helping Advisors Scale and Grow

Investec and L&G surpass €5bn milestone

Through this collaboration, L&G and Investec have helped broaden access to flexible term loan solutions for private market sponsors, creating one of the most established and scalable institutional funding platforms in the market.

Leonteq completes transition to FRTB and publishes business update

At the same time, despite a steady improvement in client activity, Leonteq recorded a notable reversal of positive hedging contributions and expects to report an underlying loss for 2025.

Pictet backs European revival with new quant fund

Pictet Asset Management has launched the new equity strategy - Pictet-Quest European Revival.

JP Morgan AM bets on semi-liquids in multi-asset alts push

The $4tn asset manager is sticking its flag in the private markets kingdom, gearing up for semi-liquid launches 'in the not-so-distant future'.

Intergenerational Wealth: The challenges of passing wealth between generations

Take the value of the UK housing stock alone that’s worth over £9 trillion.

Maybank expands Schroders partnership in Singapore

Schroders and Maybank Asset Management to launch multi-asset fund into Singapore, expanding the two companies' long-standing partnership.

Nedbank Private Wealth Wins at WealthBriefing MENA Awards for 10th Consecutive Year

The awards ceremony, held at the iconic Armani Hotel in the Burj Khalifa on Thursday 20th November, celebrated outstanding achievements across the Middle Eastern wealth management sector.

BNP Paribas joins European consortium to launch euro-backed stablecoin

In this context, BNP Paribas is joining this consortium, now composed of ten European banks, to launch a euro-backed stablecoin compliant within MiCAR regulation.

How Schroders Wealth Management is shaping the future of family wealth and stewardship

This is especially true across Asia, where family offices and ultra-high-net-worth individuals (UHNWIs) are navigating changing market dynamics

Standard Chartered deepens “Now’s Your Time for Wealth” campaign with insights powered by its Chief Investment Office

Designed for affluent clients managing cross border portfolios, this phase introduces one of the most powerful and globally connected sources of market intelligence in a volatile climate.

Advisa Wealth rebrands to Titan Wealth

“Our office move next month will be the next chapter and we are looking forward to working closely with the wealth management team for the benefit of existing and prospective clients.”

RBC Posts Record Earnings of C$20.4 Billion, Boosts Profitability Target

Royal Bank of Canada beat estimates on strong results in its capital-markets and wealth-management divisions, capping off a year of brisk trading activity, and set higher targets for returns on shareholders’ capital.

Barclays announces multi-year partnership with Scotland's national stadium

Barclays has already awarded more than 300 grants to Scottish grassroots football clubs through its Community Sport Fund over the last four years alone.

Aberdeen ends Phoenix admin tie-up with platform Sipp launch

Previously the Aberdeen Wrap platform used a Sipp owned and administered by Phoenix.

Traditional asset managers buying PE firms warned of failure risk

There's been a a wave of consolidation in recent years, but buying an alternatives firm can cause a headache for traditional asset managers.

BlackRock partners with AWS to deliver Aladdin on secure, scalable cloud infrastructure

Aladdin on AWS offers clients cloud choice, scale and innovation

Bank of America says its wealth management clients may put up to 4% of their portfolio in crypto

The firm is endorsing a 1%-4% allocation to digital assets for clients of its Merrill, Bank of America Private Bank, and Merrill Edge platforms.

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Wealth and Asset Management