Managers of Wealth

Nominations Open For 2025 Wealth Management Industry Awards

New submission categories celebrate innovation in AI, data management, estate planning, and more

HSBC’s New Flagship Wealth Centre Is Elevating Financial Excellence In Malaysia

This state-of-the-art centre is set to redefine how Premier Elite customers manage their wealth, offering tailored financial solutions in an exclusive, inviting space.

VP Bank event: Well equipped for highs and lows - Record pursuit on Mount Everest

On behalf of VP Bank, Felix Brill will provide an outlook on the economy and financial markets.

Deutsche Bank reports 2024 profit before tax of € 5.3 billion and € 2.1 billion of proposed capital distributions to shareholders

Revenues grew by 4% year on year to € 30.1 billion, in line with guidance.

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.

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Wealth and Asset Management