Managers of Wealth

SJP puts £2.2bn KKR-run fund under review

Performance across SJP funds has improved, according to the advice firm’s latest assessment of value report, but stragglers – including a KKR-run private assets fund - remain.

Barclays report highlights opportunity for £60 billion boost per year to UK economy through increased investment by SMEs

In 2024, UK business investment reached a record level, and in the first half of 2025, business investment grew 3% year-on-year.

HSBC Hong Kong adds industrial bank as new mainland partner under wealth management connect

Offering 500+ Wealth Solutions Under WMC Together with Three Leading Banks in Mainland China

Edmond de Rothschild Asset Management makes a strategic move into the Quant space

The new product range will complement Edmond de Rothschild AM’s traditional active management product range with an additional risk/return mechanism.

Quilter’s WealthSelect takes equity profits and tops up fixed income in latest rebalance

Aegon Global Sustainable Government Bond fund added to Responsible Active and Sustainable Active portfolios

The rich have a wealth gap, too

Why it matters: Yes, there's a wealth gap even among the rich, as the richest of them all keep gathering a higher percentage of overall wealth.

Mizuho Financial Group aims to compete with Nomura in wealth management

The firm aims to streamline its retail operations by categorising customers based on asset size.

Apex Group launches AI-Driven WealthTech platform to expand retail access to private markets

The platform helps firms’ future-proof their strategies amid the expanding private markets and digital asset landscape, while ensuring compliance with a rapidly evolving regulatory environment.

Rathbones reaffirms commitment to responsible investment, renewing membership of Stewardship Code

The accreditation reaffirms the Group’s commitment to responsible investment, transparent and effective stewardship and sustainable long-term value for clients and wider society.

How HSBC’s Wealth Intelligence Intends to Enhance Client Experience

Joe Pickard hears from HSBC head of wealth and premier solutions Lavanya Chari about HSBC's Wealth Intelligence platform.

DMCC launches wealth hub to support family office and private capital expansion in Dubai

DMCC launches wealth hub to support family office and private capital expansion in Dubai, inauguration attended by uae ministries of investment and economy, emirates nbd and deloitte

TD Bank CEO outlines wealth management strategy following anti-money laundering fines

At the core of the plan is an emphasis on expanding high-margin, fee-driven businesses.

ICBC accelerates digitisation of wealth management operations through innovation platform

Under the “Digital ICBC” initiative, ICBC advances to build a comprehensive wealth management ecosystem, addressing customer needs and driving sustainable growth.

Close Brothers swings to £122 mln loss on motor finance provisions, business exits

The Banking division reported a 7% decline in adjusted operating profit to £198.3 million.

Bernstein Private Wealth Management Named Financial Advisor Team of the Year at the 2025 Society for Trusts & Estate Practitioners Private Client Awards

Firm honored with this distinction for the second time

Citi Hong Kong Advances AI Integration to Enhance Wealth Management Services

Citi executives stressed the importance of combining AI technology with human expertise to deliver tailored investment advice and improve client outcomes.

WMI Partners Singapore’s Private Banking Industry to Deepen Sector Capabilities to Advance Singapore’s Role as Asia’s Leading Philanthropy Hub

With this foundation in place, WMI will continue to work with PBIG to deepen advisory capabilities and strengthen the broader philanthropy ecosystem.

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Wealth and Asset Management