Managers of Wealth

These Four Swiss Financial Institutions Are Hotly Tipped

They also point out that the outcome of the capital adequacy debate will not only be relevant for UBS.

Utmost Wealth Solutions launches Navigator technical briefing

This edition also welcomes expert contributors from Utmost’s new colleagues at Lombard International with commentary on the implications for EU insurers

OneDigital invests in Canadian wealth manager PWL Capital

PWL will adopt the OneDigital brand while remaining an independent subsidiary under the new partnership.

Report says wealth management M&A peaked in 2024

Deals involving RIAs with $100 million or more in AUM were the most on record, Berkshire Global Advisors says

Georgian billionaire Ivanishvili also wants to sue Julius Baer

His lawyers are accusing the bank of "political blackmail" and want to initiate legal proceedings.

Jets and luxury homes: why private banks are homing in on the ultra wealthy

It plans to “double down on hirings” in the UK and the Nordic

Franklin Templeton pivots to wealth

But his prominent corner of the industry has changed dramatically since then, particularly the wealth management sector, which became his primary focus during 2024.

JPMorgan, Deutsche Bank position for boom in ultra wealthy families

Top City banks ramp up hiring in key wealth hubs in the US, UK and Europe to cater for a growing class of millionaires and billionaires

UBS Wealth Management USA Restructures Leadership in the Southeastern U.S.

The southeast region, which has experienced a significant increase in wealth in recent years, includes areas such as Philadelphia, Washington, D.C., Charlotte, Charleston, Nashville, Miami, Palm Beach, Naples, and Tampa, among others

Brookfield Oaktree Wealth Solutions Expands UCI Part II Platform, Launches Private Credit Strategy for Wealth Investors

The strategy leverages Oaktree’s extensive credit expertise developed over three decades and through multiple market cycles.

The Swiss Securities Post-Trade Council (swissSPTC) recommends to move to T+1 in October 2027

It is assumed that the EU and UK will adopt the same migration date as a combined migration of CH/FL, EU and UK.

Gold shines brighter than ever

In other currencies, the price of gold had already reached new highs in recent weeks and days.

Fairstone and JP Morgan Asset Management partner on MPS range

Fairstone will seed the new range with over £500m on day one and anticipates that it will drive incremental assets into its MPS ranges of £2bn over the next 12 months.

Dubai lures Chinese banks looking for opportunities in wealth management

The regulator says CICC has been granted a license, having seen an “uptick” in interest from Hong Kong hedge funds.

Wealth in 2025: what is the best strategy?

Wealth firms are evolving to engage families, address intergenerational wealth transfer, and embrace emerging industries.

IQ-EQ wins three awards in 2025 Miami Family Wealth Report Awards

The annual Miami Family Wealth Report Awards recognises the most innovative and exceptional firms, teams and individuals serving the family office, family wealth and trusted advisor communities in Miami, Latin America and the Caribbean.

HSBC opens new branches in India to support wealth management

The bank has also expanded its operations in GIFT City with new premises.

Morgan Stanley Wealth Management Pulse Survey Reveals Investor Views Hold Steady Amid New Year and Administration Change

As with any new administration coming in, potential policy changes can cause uncertainty in the markets

Peter Clark named as one of the 2025 PAM 50 Most Influential

Peter Clark, CEO, has been at the forefront of advancing service-led wealth management solutions for Bentley Reid’s private clients for almost 20 years.

LOIM launches absolute return global macro strategy

The new strategy, DOM Global Macro, is run by a five-person team which joined from Credit Suisse last year.

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Wealth and Asset Management