Managers of Wealth

Bridgepoint assets double from 2021 IPO

The now $75.6bn PE firm is reaping the benefits of its acquisition of infrastructure firm ECP. It has lofty ambitions to increase assets to $200bn by 2031.

Stonehage Fleming Appoints Sally Fernee As Group Head of Investment Management Operating Functions

Sally joins Stonehage Fleming from Lombard International where she acted as Group Chief of Staff

EFG announces changes to the Board and Management team in Monaco

He will succeed JeanClaude Gourrut, who is retiring after 15 years in this role.

Patricia Van Kirk joins Seventy2 Capital Wealth Management as Senior Vice President & Financial Advisor

She provides personalized planning-based services and investment advisory solutions for addressing the full life cycle of a family’s wealth management needs.

Nomura expands in Singapore, Dubai as wealth turns a profit

The Tokyo-based firm is moving to a new office in Dubai that can accommodate up to 60 staff

Alger Named 2025 Asset Manager of the Year by Envestnet

Wealth Management Platform Recognizes Asset Managers for Outstanding Performances in 2024

Brookfield Wealth Solutions Subsidiary Receives Authorization in the United Kingdom

The license was issued following the successful completion of a comprehensive authorization process and confirmation the business has been fully capitalized.

Standard Chartered : Launches Private Markets Co Investment Club for Ultra High Net Worth Clients

Clients who are CIC members benefit from access to institutional grade due diligence while retaining full discretion over their individual investment decisions.

Key drivers transforming wealth management in APAC

Recent discussions and year-end analysis highlight areas of key change in the market: the rise and changing nature of external asset managers

St. James’s Place takes multi-manager approach for its Global Smaller Companies fund

The managers have distinct geographic focuses and strategy characteristics to ensure diversification and to minimise overlap.

Prominent Investor Takes a Stake in UBS

Baillie Gifford has a reputation for having a special instinct for lucrative shares.

Blackhorn Wealth Management: A Rising Force in Hong Kong’s EAM and MFO Ecosystem

Hubbis met recently with Mary Chiu, Co-Founder of Blackhorn Wealth Management, who focused on what she believes is the firm’s unique proposition in a landscape historically dominated by private banks.

Clifton Wealth Partnership acquires seven adviser firms

The firms are from across England and Wales

UBS Advisor Team The Rosegarten/Rubin Financial Group Named to Forbes Best-In-State Wealth Management Teams List

For the past three years, The Rosegarten/Rubin Financial Group has been recognized on the Forbes Best-in-State Wealth Management Teams list (2023, 2024, 2025).

Americana Partners expands into California with Boulevard Family Wealth

This move marks Americana's first venture outside of Texas, creating a $12bn platform RIA.

Partners Group's profit increases 12% to CHF 1.13 billion supported by stronger performance fees in H2; proposed dividend up 8% to CHF 42.00 per share

For the full year 2025, Partners Group expects total new client assets of between USD 26 to 31 billion.

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Wealth and Asset Management