Managers of Wealth

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.

Liontrust buys Quilter for £2.8bn Special Situations fund

The wealth firm is among a number of buys as the UK special sits team looks to turnaround the struggling fund.

Barclays scores sport partnership becoming the principal partner of Lord's Cricket Ground

The new partnership with the Home of Cricket joins football and tennis in Barclays’ commitment to professional and grassroots sport

Objectway supports Baader Bank to propel its 'Road to Future' program

By leveraging Objectway’s solutions and expertise, Baader Bank aims to enhance scalability and drive improved business performance.

Curious Shifts Behind the Scenes in Asia's Wealth Management

Both decided to close their Hong Kong offices in relatively short order.

Ruffer to cut a dozen more UK roles

The latest round of redundancies follows the 20 UK jobs that went last year.

Guernsey Finance to update industry on new opportunities

Financial services in Guernsey is worth £1.3 billion to the local economy, which is more than the next 10 industries combined, representing 40% of GVA (gross value added).

The Flower Group launches M&A support service for wealth managers

The service has already made a significant impact, working with eight acquirers and 30 sellers

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Wealth and Asset Management