Managers of Wealth

Pictet Takes the Crown from UBS Asset Management

Swiss players like Mirabaud and BCV improve their standing, while others lose ground.

Citi Wealth restarts hiring engine with 10% targets

After a year of restructuring and high-profile exits, Citi's wealth business is shifting gears, aiming to hire private bankers and advisers in Asia.

Banque Heritage confirms its growth strategy with solid results

The Group increased its assets under management by 19%, further consolidating its positive trajectory.

Can team leaders survive the private banking shake-up?

As private bank restructure in a bid to cut costs, team and desk heads that don't have client books could become increasingly vulnerable.

Who are wealth management’s Rising Stars?

Four up-and-comers have been spotlighted in FN’s Rising Stars of European Finance 2025 list

Dubai's Mashreq to work with Goldman Sachs to cater for rich clients

As the number of high-net-worth individuals, keen for sophisticated investment strategies, increases in the region, a joint statement said services resulting from the collaboration would be available from this month.

Gen Z wealth platform Alinea Invest raises $10.4 million

Now with over 1 million users — 92% women and 70% Gen Z — Alinea hit 6x revenue growth last year, reaching a $6M run rate with a team of just 10 people.

Envestnet teams with Blackrock to simplify access to custom models

Enables Advisors to Meet Growing Demands for Portfolio Customization at Scale

America's wealthiest see Channel Islands as 'attractive' place to move money, financial bosses say

With the stock markets spooked, leading to their worst day since the pandemic, there are American fears that restrictions could stop the country's wealthiest from moving money overseas.

Quilter’s seven principles of investing through volatile times

This is completely natural given the uncertainty of what is happening and what could come next.

Schroders and Oxford University’s pioneering research finds impact investing can be a driver of investment alpha

The data collection, financial modelling and back-testing was run independently by the Saïd Business School to ensure methodological independence and rigour.

U.K.’s wealth exodus has only just begun, as the effects of dismantling its multi-billion dollar non-dom tax regime kick in

While it’s unclear exactly what prompted the move, changes in the non-dom structure could have played a role

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Wealth and Asset Management

Pictet Takes the Crown from UBS Asset Management

Citi Wealth restarts hiring engine with 10% targets

Banque Heritage confirms its growth strategy with solid results

Can team leaders survive the private banking shake-up?

Who are wealth management’s Rising Stars?

Dubai's Mashreq to work with Goldman Sachs to cater for rich clients

Gen Z wealth platform Alinea Invest raises $10.4 million

Envestnet teams with Blackrock to simplify access to custom models

America's wealthiest see Channel Islands as 'attractive' place to move money, financial bosses say

Quilter’s seven principles of investing through volatile times

Schroders and Oxford University’s pioneering research finds impact investing can be a driver of investment alpha

U.K.’s wealth exodus has only just begun, as the effects of dismantling its multi-billion dollar non-dom tax regime kick in

Unveiling HSBC Privé: A Gateway to Unparalleled Luxury and Global Experiences

Fund manager issues profit warning after £5.2bn SJP blow to assets

Where wealth managers are turning for tariff safety

Jupiter’s Savvides bets on asset manager revival with Schroders buy

‘Evolving demand and demographics are weighing on wealth manager tech’

Simon Gomez: «GenAI and LGT Will Evolve Together»

Standard Bank sweeps Euromoney Private Banking Awards

StepStone ties up with Swiss private bank on evergreen funds