Managers of Wealth

Allspring and Pictet join CityHive’s ACT list

Total number of firms in the list reaches 42

HK’s cross-boundary wealth management sees 9pc annual growth through 2030, Hui says

To sustain growth and attract more global capital to Hong Kong, Hui said the government introduced a bill to the Legislative Council on June 24 to enhance tax regimes for funds, single-family offices, and carried interest.

Quilter Financial Planning welcomes SRB Financial Planning as a new strategic partner firm

The family‑run firm has three advisers supported by a six-person team across paraplanning and client services, delivering holistic financial planning to individuals and business owners.

Broadridge Delivers Next-Generation Reconciliation Platform to Raiffeisen Bank International

International bank selects BRx Match to support growing transaction volumes and ISO 20022 compliance across global markets

Brooks Macdonald: Fourth Quarter FUMA Update

Strategy delivers improvement in net flows of more than £600m in FY26 vs FY2

Top 50 firm merges wealth managers in restructuring

Copernicus Wealth Management has also brought its wealth management and investment services teams together.

Stable half-year results for BCJ

The operating result reached CHF 20.7 million, an increase of CHF 4.1 million.

KKR joins AMAS, strengthening Switzerland's position in the private markets.

At the same time, KKR is the first foreign company focused exclusively on private markets to join AMAS as a member.

Two Guernsey trust professionals recognised as Crown Dependencies ‘NextGen Leaders’

The eprivateclient Crown Dependencies NextGen Leaders list celebrates standout young professionals helping to shape the future of the private client industry.

From performance to continuity: Jack Siu on Lombard Odier’s team-based DPM model in Asia

Siu also sees the bank’s new Geneva headquarters as a statement of long-term intent.

MSCI and UBS announce strategic partnership to bring greater transparency to private markets

Companies are leveraging respective capabilities and expertise to further expand MSCI’s AI-powered platform integrating tools, data and analytics across private markets and alternative asset classes.

Banca Generali highlights wealth management growth. Italian private bank positions for long-term fee income

The bank operates within the wider Generali insurance group, giving it access to a large customer base and cross-selling opportunities in savings and protection products.

DWS considers rebranding as Deutsche Asset Management

The rebrand is also designed to capitalise on the global brand recognition of its parent company at a time when the institutional asset management market is facing increased competition and consolidation.

Ameriprise Financial explores strategic paths as wealth management competition intensifies

Ameriprise Financial stock reflects a growing strategic emphasis on advice-driven wealth management while competition from large US banks and independent platforms keeps the pressure on margins and growth assumptions.

Haskin Private Wealth Advisors Joins LPL’s Independent Advisor Network

The advisors oversee approximately $170 million in advisory, brokerage and retirement plan assets* and join LPL from Wells Fargo.

Successful first closing for Van Lanschot Kempen’s North America-focused private equity fund

Clients commit $120 million to Kempen North American Private Equity Fund II

Goldman’s RIA Custody Making Gains on Name Recognition, UHNW Focus

Goldman Sachs is still a nascent entrant in the RIA custody market, but the brand name helps some advisors with the move to independence, according to industry players.

Making succession a success

Greg Kyle-Langley, Head of Client Proposition at Coutts, and Stuart May, Director, Coutts Family Office, outline why family businesses should clearly define their succession strategies and what this could look like in practice.

HSBC Private Bank favours barbell approach to China equities

Hong Kong-listed tech stocks have a ‘free option’ amid low valuations, according to Patrick Ho, chief investment officer, North Asia at HSBC Private Bank and Premier Wealth.

BlackRock Aladdin Expands Preqin Benchmarks and Indices, Advancing Transparency in Private Markets With Common Performance Measurement Standard

By combining these within a single integrated solution and making the data available across the broader Aladdin ecosystem, investors gain a more accurate and comprehensive view of performance across the investment lifecycle.

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Wealth and Asset Management