Managers of Wealth

£36m Downing fund transfers to Tyndall

Co-managers Mike Clements and Pras Jeyanandhan join Tyndall IM

Waystone To Acquire Leading Luxembourg ManCo, BIL Manage Invest

BIL Manage Invest has built a strong reputation for its expertise and client-centric approach in the fund industry.

Mercer finalises SECOR Asset Management purchase

More than 40 SECOR employees from New York and London joined Mercer as part of the acquisition.

Different journeys to profitable growth

Addressing advisers at the recent BlackRock Wealth Symposium, the younger Heine, attributed the success of Netwealth to good timing, a bit of luck and continuous, incremental improvements.

UBS Advisors Mark Binder and Craig Chiate Named to Forbes Best-In-State Wealth Advisors list

Craig Chiate ranked #3 in the Los Angeles Private Wealth category and Mark Binder was recognized as #2 in Southern California Private Wealth.

UBS to pay $511m to settle Credit Suisse tax evasion case

This agreement requires the company to assist in ongoing investigations and pay penalties related to US accounts managed at Credit Suisse Singapore.

Private Wealth Shapes Global Commercial Real Estate

This class of investor is becoming one of the most active and influential participants in real estate, complementing the strengths of traditional institutional powerhouses.

HSBC plans 200 hires for UK wealth business

Adding headcount is part of the UK lender’s ambitions to become a top five wealth player and double assets to $100bn by 2028

Allens advises TA Associates on investment in leading NZ wealth manager

Alongside Chapman Tripp, Allens advised on all aspects of the transaction.

JP Morgan fund veteran William Meadon launches firm

William Meadon has launched Steppingstone, which offers a range of professional services to UK private companies.

LeoVest Eyes Nordic Clients Booked in Switzerland

LeoVest has offices in Zurich and Geneva and, with 20 employees, manages around 1.5 billion francs in client assets.

Brookfield Asset Management Announces Record First Quarter Results

Closed $6 Billion in the First Quarter for Real Estate Flagship—Currently at $16 Billion; Now Set to Be Our Largest Real Estate Strategy

Julius Baer’s CEO Faces Herculean Task

That spirit extends to the ambitious transformation plan the new CEO has set for the Zurich-based wealth manager.

Ranked: Countries With The Highest Income And Wealth Equality, 2025

While income inequality is commonly used to gauge inequality, it’s also important to consider consumption and wealth.

NBO recognised by Euromoney for private banking & wealth management excellence

These awards underscore NBO’s commitment to delivering tailored financial solutions and comprehensive wealth management strategies

Shaping Swiss private banking in Luxembourg

Julius Baer Europe, headquartered in Luxembourg, now offers its wealth management capabilities to residents of the grand duchy.

Doha emerges as leading wealth destination

The report is the first of a three-part series looking at real estate markets in emerging wealth hubs in the GCC such as Riyadh and Jeddah.

Santander announces the sale of 49% of Santander Polska to Erste Group Bank, and agrees strategic cooperation across CIB and payments

Santander Polska’s shares will trade ex-dividend on 12 May 2025.

Private markets and wealth management: a growing connection

This momentum reflects a broader shift in investor behaviour, where diversification, stability, and return potential are central to portfolio strategies.

Who owns the UK’s wealth managers?

Star manager Nick Train has bet big on the sector, while Norway’s sovereign wealth fund and Scottish group Baillie Gifford have stakes in wealth giant SJP

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Wealth and Asset Management