Managers of Wealth

Matthew Gilligan receives global STEP Founder’s Award for Outstanding Achievement

Matthew joins an elite group of recipients who have demonstrated an exceptional and sustained commitment to STEP, surpassing expectations.

Bern Cantonal Bank BEKB: Government Council maintains cantonal majority shareholding

The report focuses on the assessment of the three variants from an economic, financial and legal perspective.

Rethink Perspectives – Navigating complexity in the face of tariffs, geopolitical fragmentation and AI

These were the challenges tackled at Lombard Odier’s March edition of Rethink Perspectives.

Insights from 125 years of investment experience

The “UBS Global Investment Returns Yearbook 2025” shows the market performance of the last 125 years for various asset classes.

International Women’s Day: more female advisers ‘key’ to closing gender advice gap

Men are twice as likely to have a personal pension than women

IWD 2025: ‘Imposter syndrome can be devastating’

To mark International Women’s Day and its theme of ‘Accelerate Action’, female wealth managers discuss what can be done to speed up gender equality in finance.

Third of UK entrepreneurs explore early business sales after Rachel Reeves’ tax raid

Fiscal shifts, coupled with ongoing market challenges, are reshaping business owners’ outlooks, report by Brown Shipley found

Do wealthy women prefer female financial advisers?

Ahead of International Women’s Day, Citywire explores whether wealthy women prefer to put their money with female wealth advisers.

Brown Brothers Harriman aligns with Mitsubishi UFJ Trust and Banking to offer a powerful and expanded Securities Lending service for BBH custody clients

BBH and MUTB are developing an integrated model across our workflows, servicing, and support.

Buy, sell gold jewellery for maximum profit: Expert tips, strategies

Step-by-step guide on timing your gold jewellery purchases and finding better buyers

Infrastructure opportunity follows political priorities, and threats

Rising protectionism demands an approach that builds-in overlapping redundancy, rather than just optimises costs.

Evelyn Partners ties up with Empower Padel to encourage more women to harness the benefits of team sport

The first partnership event on March 7 to celebrate International Women’s Day’ will highlight the transformative power of sports on young girls, aligning with the Evelyn Partners’ brand promise to inspire ‘what’s next’.

MSCI: APAC Boards Improve Gender Diversity

Female representation on the boards of listed companies continued to rise last year

Investment Foundation: Ruedi Stutz hands over management to Clemens Schreiber

The Board of Trustees will propose Ruedi Stutz for election to the Board of Trustees at the Investors' Meeting on May 22, 2025.

Schroders to manage £400 million following Utmost Life and Pensions partnership

Schroders will initially manage nearly £400 million of Utmost Life and Pensions’ annuity book.

Schroder QEP Global Core celebrates 25th anniversary by unveiling 10 stock market themes for 2025

The strategy employs a blend of quantitative analysis and fundamental insights to identify compelling investment opportunities focused on value and quality from a broad universe of over 15,000 companies.

IQ-EQ awarded ‘Compliance Service of the Year: Fund Domicile’ in 2025 Private Equity Wire European Awards

IQ-EQ was proud to be among the leaders recognised for driving innovation, transformation and growth across the private markets.

HSBC: Rich investors spread their net wider

A report by the bank finds that wealthiest investors in Hong Kong look for global diversification.

Partners Group nominates Urban Angehrn to its Board of Directors

The nomination will be proposed at the next Annual General Meeting of Shareholders ("AGM") on 21 May 2025.

Barclays ex-CEO Jes Staley mounts fight to distance himself from Jeffrey Epstein, contesting the UK regulator banning him from running a bank

Staley, who ran Barclays from 2015 to 2021, will appeal the ban in London’s Upper Tribunal starting March 3 in an effort to clear his name.

Comment & Analysis