Managers of Wealth

AWAG takes 20% stake in 2 wealth firms

After less than a year as a listed entity, the Australian Wealth Advisors Group has completed two more investments into Australian wealth management firms.

Consumer Duty: Wealth managers must do more to protect vulnerable customers

Some wealth firms showed good examples of efforts taken, such as in-house training to improve identification and disclosure, and improving communications through continuous learning.

NBK Wealth Group relocates to its new London office

The new office, situated within NBK’s London building, offers enhanced client meeting spaces and upgraded technological infrastructure.

J.P. Morgan Private Bank releases 2025 Mid-Year Global Investment Outlook

Investors must contend with deep policy uncertainty, still elevated valuations and concentration in U.S. equity markets, and persistent volatility as they anticipate whether the U.S. administration's more market-friendly proposals will come to fruiti

Singapore remisiers stay relevant by adding wealth management and other financial services

An individual can be both a remisier and a financial adviser if he has the necessary qualifications and licences

Wealth management firm to hold charity match at Stadium of Light

The company will be raising money for Grace House, a charity based in Southwick that supports disabled children, young people, and their families.

UBS Advisor Teams in Florida Named to Barron’s Top 250 Private Wealth Teams List

The Florida Wealth Management Market is led by Market Executive Lane Strumlauf and is part of the firm’s Southeast Region, which is led by Regional Director Julie Fox.

Standard Chartered: “Global Islamic Finance Assets to Surpass USD 7.5 Trillion by 2028”

36% asset growth over next four years as Islamic Banking enters new phase

Half of Swiss WMs consider investment committee vote for AI

We also polled the wealth managers on equity allocations and where they see the gold price at the end of the year.

Wellington builds bridges to Swiss wealth management

In addition to its traditional institutional business, the firm aims to expand into wealth management. finews.ch met with two key people in Zurich.

Wealth managers’ ‘go-to’ UK equity income funds

The UK still looks relatively cheap, so on a forward multiple it looks like a great place to pick up some income.

Private Banks Falling Short: The Family Office Challenge in Asia

This gap is driving UHNW families to family offices, which provide bespoke, hands-on coordination of legal, tax, and strategic needs.

Groww to buy wealth management firm Fisdom for $150m

The acquisition awaits SEBI's regulatory approval and is expected to finalise in two to three months.

Quilter Cheviot moves 64-strong Birmingham team to Paradise

Quilter Cheviot’s biggest regional team relocates to new offices in the Paradise neighbourhood of Birmingham.

Milan’s ‘Empty London’ Tax Bet Pays Off as UK Wealth Exits Soar

Italy’s financial capital is proving an early winner in the race to attract wealthy investors after the UK’s non-dom program ended last month.

Openwork's 2plan restarts growth after FCA lifts VREQ

The number of advisers in the network grew by 146 to 59

‘Big won’t always win’: Why Quilter Cheviot wants to be more like a private bank

Boss Andy McGlone says high-end planners running fewer accounts is the future of UK wealth

Family wealth services: Building in a more holistic approach to wealth management

With wealth transfers, increasingly complex portfolios and demand for personalization on the rise, family wealth services can offer investors more holistic wealth management.

Focus to merge $140bn Focus Partners Wealth and $35bn Kovitz

The deal marks RIA financier Focus's first combination of 'hub' firms.

Results of the Annual General Meeting of GAM Holding AG

The compensation report for 2024 was approved in a non-binding consultative vote.

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Wealth and Asset Management