Managers of Wealth

Mark Andrews awarded 'Trustee of the Year' at Citywealth IFC Awards 2025

His strategic vision and innovative approach set a high standard, fostering a culture of excellence and growth within the team.

Raymond James quarterly profit soars on capital market, wealth management strength

Bankers now expect global deal volumes to surpass $4 trillion this year, the highest in four years.

Jersey Wins ‘IFC of the Year’ at 2025 Citywealth Awards

Now in their fourteenth year, the awards aim to recognise excellence amongst advisers and managers in the private wealth sector across major IFCs.

Wealth management firm set to Prosper with new funding

London-based platform Prosper raises £4m in Fuel Ventures-led round and will launch private market investment offering

Second best annual result for the SZKB

The economic environment in 2024 was characterized by geopolitical tensions and weaker economic development in Europe.

St James’s Place: Britain’s biggest wealth manager has stock upgraded

The bump came from £1.5bn of inflows in the last quarter of the year, which was 70 per cent ahead of consensus and St James’s Place’s strongest quarter in almost two years.

Invesco Asia banks on Dragon merger to make it roar

Invesco Asia managers explain why China's stimulus measures could be a turning point in 2025.

Blackstone Turns to Canada’s Wealthy to Broaden BXPE’s Reach

Firm has raised $8.5 billion for PE fund targeting individuals

How UBS Deploys Microsoft AI Platform in Global Operations

The bank selected Microsoft Azure after determining that packaged solutions wouldn't meet its requirements for data security and customisation.

Wealth Partners Capital Group and HGGC Establish Strategic Partnership with The Wealth Alliance

Investment will position New York-based RIA with capital and expertise to expand presence

Wealth management platform Prosper raises £4m

The round was led by Fuel Ventures, who invested £2m, with participation from a number of existing shareholders.

P1 Investment Services unveils all-in-one client advisor portal

The P1 Wealth Pilot was created to tackle the massive problem of siloed data sitting across multiple adviser systems.

UBS: Wealthy clients are still relocating to the UK

Victoria Hagmann, head of UK wealth management at the Swiss bank, says there are plenty of growth signals despite the gloom around last year’s Budget.

Tangible advises Rothschilds on sale of credit secondaries to Pantheon

This deal represents the first at-scale liquidity solution for a feeder vehicle invested by wealth solutions clients, which preserves the feeder’s structure while maintaining compliance with its fiduciary responsibilities.

Oak Group leaders recognised with industry honours

Stuart Dowding, Group Head of Private Client, was named one of the 2025 eprivateclient 50 Most Influential.

LPL Financial Welcomes Bruen Wealth Management

The Bruens reported serving approximately $1.3 billion in advisory, brokerage and retirement plan assets* and join LPL from UBS.

Brown Advisory Colleagues Making a Difference in Austin

Each year we recognize colleagues who are leaders in our client-first and team-centric approach through our annual promotions of partners and principals.

Foresight acquires WHEB Asset Management

Deal will add almost £800m to the group’s AUM

Putting cash to work should remain a strategic priority for investors

Government and investment grade bonds, diversified fixed income exposure, and equity income strategies can all play a role in sustaining portfolio income.

Brooks Macdonald announces the commencement of a share buyback programme

The shares will be purchased in the open market and cancelled to reduce the Company's share capital.

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Wealth and Asset Management