Managers of Wealth

Harbor Vest strengthens its presence in Zurich

The private markets specialist is expanding its team in Switzerland due to increasing demand.

Fairstone expands in East Anglia with latest acquisition

Based in Dersingham near King’s Lynn, Allen Tomas & Co currently advises more than 260 clients and manages £120m worth of client assets.

Asian Cross-Border Wealth Management Shows Strong Momentum in 2Q25, Bolstering Bank Earnings Outlook

Key players such as HSBC and Standard Chartered reported resilient deposit inflows and new-to-bank customer growth, supported by heavy investment in distribution networks.

OCBC launches upskilling programme for mortgage specialists

They can now advise home loan customers on investments and insurance.

Partners Group paints upbeat picture of private markets, up to a point

But extraneous factors, including the so-called great rotation, look likely to have a major effect on developments.

How Wealth Managers Add Value Beyond Investment Returns

The greatest benefits of wealth management come from holistic, integrated financial planning.

Josh Brown's RIA keeps growing at $1 billion a year (on average) -- with a radically organic business model --and could supercharge its mass affluent pipeline by using Altruist to power revamped FutureAdvisor (aka Good Advice)

Ritholtz Wealth was two guys, two blogs and a few hundred million under management but it just hit $6 billion, up from $2.8 billion in 2022, with zero outside capital and only one M&A deal for FutureAdvisor)

BNP Paribas completes the acquisition of HSBC private banking activities in Germany

This acquisition marks a major milestone in the development and growth journey of BNP Paribas Wealth Management in Europe.

5 reasons to increase allocations to hedge funds, according to a BlackRock investment strategist

The case for hedge funds is stronger now than for years, and with skilled managers producing more alpha in the current environment, it makes sense to increase allocations, argues BlackRock experts

Standard Chartered raises over USD3 billion in Signature CIO Funds AUM on 3-year anniversary

Further innovates to introduce Signature CIO Islamic Funds

Wealth advisers reshape their tech stacks

With custody moving from commoditised utility to a new sphere of innovation in wealth management, leading players are starting to reassess their back-office arrangements

CIMB launches first bespoke wealth management portal, digitalising its wealth management solutions

The platform is supported by the Bank’s wealth advisory arm, the Chief Investment Office (“CIO”).

Wealth.com joins Osaic to power estate planning

The collaboration reflects Osaic’s broader strategy to equip advisors with advanced digital tools that strengthen client relationships and enable holistic financial advice.

How Pictet Claimed the Crown in Thematic Investing

Construction cranes rise over the compound, where Pictet is adding several new stories to its main building.

HLB Private Bank Elevates Private Wealth Proposition, Focuses on Stewarding Inter-Generational Legacy and Wealth Transfer

This emphasis on comprehensive, responsible legacy stewardship is especially salient as Asia stands at the center of the largest wealth transfer in human history, with an estimated $5.8 trillion slated to change hands.

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Wealth and Asset Management