Managers of Wealth

Bybit Private Wealth Management Beat November Downtrend with Top Fund Delivering Close to 30% APR

Bybit PWM's top fund delivered almost 30% APR in November, beating downturn.

Double win for Titan Wealth at WealthBriefing Channel Islands Awards

The awards are part of a global programme run by WealthBriefing and its sister publications WealthBriefingAsia and Family Wealth Report, encompassing all the world’s major wealth management centers.

Vanguard plans to expand in Miami to target Latin American wealth – report

Vanguard also plans to expand offshore services in other US locations, including California and Houston, within the next 12 to 18 months.

UBS outlines new opportunities for Channel Islands wealth holders

Powerful trends in capital expenditure and accelerating adoption are likely to drive further growth for AI-linked stocks.

Bank of America expands crypto access for wealth management clients

The Week in Breakingviews newsletter offers insights and ideas from Reuters' global financial commentary team.

Brooks Macdonald announces new partnership with BAFTA

Starting in 2026, this will include an expansion of BAFTA’s long-standing Prince William BAFTA Bursary Programme to help individuals facing financial barriers to progress in their careers.

Wealthbriefing announces winners of 2025 Channel Islands Awards

This year’s Awards demonstrated once again how Jersey and Guernsey’s profiles as significant international financial centres continue to rise and do so against a backdrop of global change.

What Pictet is focusing on in the coming year

The strong Swiss franc has dampened performance in many asset classes.

US markets could advance in 2026 despite headwinds, says RBC Wealth Management

Banking group sees room for stock and economic growth, even with caution advised.

Wealth Enhancement Announces Acquisition of FPG Private Wealth, a Hybrid RIA with Over $532 Million in Client Assets

This partnership brings the firm's total client assets to more than $127.8 billion.

AI euphoria unnerves LGT Wealth

Commenting on its portfolio positioning, the wealth manager expressed concern about the dominance of AI companies in the US indices.

SEI Completes First Stage of Strategic Investment in Stratos Wealth Holdings

Business Partnership Highlights Commitment to Helping Advisors Scale and Grow

Investec and L&G surpass €5bn milestone

Through this collaboration, L&G and Investec have helped broaden access to flexible term loan solutions for private market sponsors, creating one of the most established and scalable institutional funding platforms in the market.

Leonteq completes transition to FRTB and publishes business update

At the same time, despite a steady improvement in client activity, Leonteq recorded a notable reversal of positive hedging contributions and expects to report an underlying loss for 2025.

UBS Billionaire Ambitions Report 2025: The Rise of a New Generation

In 2025, global billionaire wealth reached an all-time high, driven by business innovation and the largest, multi-generational inheritance wave in the history of this report.

SIX to Integrate SIX x-clear and BME Clearing into One International and Multi-Asset CCP

The acquisition of BME by SIX laid the foundation for a pan-European growth platform and strengthened SIX’s position in EU capital markets.

Pictet backs European revival with new quant fund

Pictet Asset Management has launched the new equity strategy - Pictet-Quest European Revival.

JP Morgan AM bets on semi-liquids in multi-asset alts push

The $4tn asset manager is sticking its flag in the private markets kingdom, gearing up for semi-liquid launches 'in the not-so-distant future'.

Mercer Advisors acquires Glass Jacobson

The deal strengthens Mercer Advisors’ presence in the Mid-Atlantic region and expands its reach across the Baltimore and Washington.

Schroder AsiaPacific Fund plc - Full Year Results

The Articles of Association require the Board to propose a continuation vote at the 2026 AGM.

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Wealth and Asset Management