Managers of Wealth

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.

Private Fund Giants Gain Traction With Europe’s Wealthy Families

EU approvals of new-style evergreen funds tripled last year

CEO Above All: This CEO Is Richer Than Bezos, Musk and Ambani; USD 11.5 Trillion In Asset Management -- Details

In contrast, figures like Elon Musk, Jeff Bezos, Bill Gates, Mukesh Ambani, and Gautam Adani are household names, often topping billionaire lists.

UBS Advisor Team The Stephens Group Named to Forbes Best-In-State Wealth Management Teams List

The third annual Forbes-SHOOK Best-In-State Wealth Management Teams list ranks more than 5,300 teams with cumulative assets of $7 trillion.

Skylight Wealth Management Named One of the Best Wealth Management Teams in the State

The rankings are based on data provided by thousands of the nation’s most productive advisors and their teams.

Union Bancaire Privée Annual results 2024

Union Bancaire Privée increases its group profit to CHF 257.4 million in 2024

Credit Suisse AT1 Bond Disputes: Switzerland in the Hot Seat

A key legal decision in New York this February could determine the next steps in the escalating conflict.

Schroders set to adopt all four SDR labels spanning 16 funds

These encompass the ‘Sustainability Focus’, ‘Sustainability Impact’, ‘Sustainability Improvers’ and ‘Sustainability Mixed Goals' labels.

Evelyn Partners announces the sale of its Fund Solutions business to Thesis

The transaction, which is subject to customary regulatory conditions, is expected to complete in the first half of 2025.

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Wealth and Asset Management