Managers of Wealth

Wealth in 2025: what is the best strategy?

Wealth firms are evolving to engage families, address intergenerational wealth transfer, and embrace emerging industries.

IQ-EQ wins three awards in 2025 Miami Family Wealth Report Awards

The annual Miami Family Wealth Report Awards recognises the most innovative and exceptional firms, teams and individuals serving the family office, family wealth and trusted advisor communities in Miami, Latin America and the Caribbean.

HSBC opens new branches in India to support wealth management

The bank has also expanded its operations in GIFT City with new premises.

Morgan Stanley Wealth Management Pulse Survey Reveals Investor Views Hold Steady Amid New Year and Administration Change

As with any new administration coming in, potential policy changes can cause uncertainty in the markets

Peter Clark named as one of the 2025 PAM 50 Most Influential

Peter Clark, CEO, has been at the forefront of advancing service-led wealth management solutions for Bentley Reid’s private clients for almost 20 years.

LOIM launches absolute return global macro strategy

The new strategy, DOM Global Macro, is run by a five-person team which joined from Credit Suisse last year.

Goldman Sachs Reports Strong Wealth Management Performance in 2024

With these milestones, Goldman Sachs continues to set benchmarks for excellence in the global wealth management industry.

Quilter reports record core net inflows of £5.2 billion in 2024

The increase of 3% in the quarter reflected net inflows coupled with broadly neutral markets and a positive contribution from Sterling weakness.

A guide to The Spear’s 500: Everything you need to know

The Spear's 500 is the definitive resource for (U)HNWs in search of expert advisers and service-providers.

Manx Financial Group acquires CAM Wealth Group Holdings and CAM Wealth Group

This acquisition aligns perfectly with our objective of enhancing shareholder value while exploring new avenues for growth within the UK’s financial landscape.

Navigating wealth preservation and growth: Insights from Richard Grasby

Richard also highlights the value of transparent, client-focused services and the increasing role of next generation leaders in shaping family governance and succession planning.

Fratarcangeli Wealth Management Secures No. 1 Spot on Forbes' Best-In-State Wealth Management Teams

Firm is the highest-ranked team in Michigan for the third consecutive year

LHV Bank provides £7m loan for Manchester-based family office

The loan was for refinancing existing debt on a multi-let office building in Manchester City Centre.

Hong Kong bankers plan working group to develop business ties in emerging markets

The working group will do roadshows and update industry players on new policies and regulatory measures in Hong Kong, association says

Planning for 2025: Wealth management for US expats in the Netherlands

Expats can be faced with a lot of questions about their finances, and will have to spend time finding out what is and isn't allowed for US citizens living abroad.

China's bank wealth management market expands in 2024

By the end of 2024, support for the real economy from bank wealth management products had stood at approximately 21 trillion yuan

Coller Capital opens Singapore office and hires private wealth head

The new office will support Southeast Asia's growing investor base, led by Peter Wu, who joined from Partners Group.

Gulf Bank unveils exclusive new services for private banking clients

A New Brand Identity that Aligns with Customer Aspirations and Provides an Exceptional Experience for the Affluent

Bpce: BPCE and Generali to Create the Largest Asset Manager in Europe by revenues and a Major Player Worldwide

BPCE (through Natixis IM) and GIH would each own 50% of the combined business with balanced governance and control rights.

Launch of “Investcorp Wealth” Mobile App

The secure digital application will provide a gateway to private market investing through one convenient and user-friendly application.

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Wealth and Asset Management