Managers of Wealth

Quilter names AllianceBernstein as a WealthSelect global partner following appointment on fund

These funds are predominantly used in the Quilter managed portfolio service, WealthSelect.

Trump's election victory causes uncertainty on the Swiss M&A market

Confidence in a positive or at least stable economic situation is considered a good breeding ground for high M&A activity.

Utmost Group receives regulatory approvals for the acquisition of Lombard International

The transaction will confirm Utmost International as a leading global provider of insurance-based wealth solutions

Sanctuary Wealth Expands and Enhances its Sanctuary One platform with BNY

Integration of BNY Pershing’s Wove Platform Allows Sanctuary Partner Firms to Elevate Client Experience

UBS revamps US wealth management business

This will enable decisions to be made more quickly and a better response to customer needs will be possible.

The Future of Wealth Management: Pension Funds and the Promise of Tokenized Assets

This evolution is more than a technological shift—it’s an opportunity to redefine access, efficiency, and growth in a sector long dominated by traditional models.

Citywealth Magic Circle Awards 2025 shortlist announced

Winners will be announced at a gala dinner on 14th May 2025 in London.

BlackRock accelerates wealth access to private markets in Europe, Middle East and Asia Pacific

Investors into the platform will benefit from exposure to a collection of strategies leveraging the new ELTIF 2.0 wrapper across private equity, multi-alternatives, infrastructure, private debt and real estate.

Lazard CEO Sees 2025 as ‘Inflection Point’ for Asset Management

The firm outlined plans last year to double revenue and earnings by the end of the decade by boosting performance at its investment-banking and asset-management businesses.

Beckett Asset Management swaps alts for bonds

Yousefian said expectations of rate cuts during 2025 were driving a return to conditions where bonds will once again be safe-haven assets compared to higher-risk equities and alternatives.

Liontrust global distribution head Ian Chimes to retire

Head of institutional sales Frank Doyle will also exit the firm in March next year

Dow announces partnership with Macquarie Asset Management to launch Diamond Infrastructure Solutions

Dow and Macquarie Asset Management expect to close the transaction in the first half of 2025

J.P. Morgan Asset Management Hires Alternatives Strategist Aaron Mulvihill

Experienced alternatives expert to meet increased demand for alternatives thought leadership

Vanguard to accelerate wealth management drive in restructuring

World’s second-biggest asset manager will break advice business into separate unit

Ex-BOS Executive Joins UBP’s Hong Kong Office

He has over 20 years of experience

Brown Shipley CEO Calum Brewster steps down

Chief operating officer Robert Kitchen will assume the role on an interim basis on 1 January.

Oakglen Wealth CIO Unveils Insights on 2025 Investment Landscape at Jersey Seminar

The seminar also included performance reviews of Oakglen Wealth’s diversified investment strategies.

SG Kleinwort Hambros Announces Win at The Third Annual WealthBriefing Channel Islands Awards

Congratulations and thank you to our outstanding teams in the Channel Islands, whose constant effort to provide excellent client service has been recognised once again.

What to Expect From the PUK Report on Credit Suisse

Everything about the PUK's work remains highly confidential, even the publication date.

Land consolidation at Zurich asset managers

Alasia, an asset management and business consulting company, is part of the PKB Group and is owned by the Trabaldo Togna family .

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Wealth and Asset Management