Managers of Wealth

Lazard CEO Sees 2025 as ‘Inflection Point’ for Asset Management

The firm outlined plans last year to double revenue and earnings by the end of the decade by boosting performance at its investment-banking and asset-management businesses.

Beckett Asset Management swaps alts for bonds

Yousefian said expectations of rate cuts during 2025 were driving a return to conditions where bonds will once again be safe-haven assets compared to higher-risk equities and alternatives.

Liontrust global distribution head Ian Chimes to retire

Head of institutional sales Frank Doyle will also exit the firm in March next year

Dow announces partnership with Macquarie Asset Management to launch Diamond Infrastructure Solutions

Dow and Macquarie Asset Management expect to close the transaction in the first half of 2025

J.P. Morgan Asset Management Hires Alternatives Strategist Aaron Mulvihill

Experienced alternatives expert to meet increased demand for alternatives thought leadership

Vanguard to accelerate wealth management drive in restructuring

World’s second-biggest asset manager will break advice business into separate unit

Ex-BOS Executive Joins UBP’s Hong Kong Office

He has over 20 years of experience

Brown Shipley CEO Calum Brewster steps down

Chief operating officer Robert Kitchen will assume the role on an interim basis on 1 January.

Oakglen Wealth CIO Unveils Insights on 2025 Investment Landscape at Jersey Seminar

The seminar also included performance reviews of Oakglen Wealth’s diversified investment strategies.

SG Kleinwort Hambros Announces Win at The Third Annual WealthBriefing Channel Islands Awards

Congratulations and thank you to our outstanding teams in the Channel Islands, whose constant effort to provide excellent client service has been recognised once again.

What to Expect From the PUK Report on Credit Suisse

Everything about the PUK's work remains highly confidential, even the publication date.

Land consolidation at Zurich asset managers

Alasia, an asset management and business consulting company, is part of the PKB Group and is owned by the Trabaldo Togna family .

The Evolution of Private Banking: Expert Insights Shaping Modern Wealth Management

RMB Private Bank expands its offering with FNB Connect

Our aim is to simplify and streamline connectivity management, adapting it to the lifestyle preferences of our clients by offering flexibility.

Wealth Trends to Watch 2025

Andrew Haslip, GlobalData’s Head of Content for Wealth Management and Asia-Pacific (FS), reveals his forecasts for the year ahead

Julius Baer opens office in Glasgow

Six years after opening its first Scottish office in Edinburgh, the UK arm of the private bank is expanding its Scottish presence.

RBC Brewin Dolphin scraps 1762 brand in restructure

The Mayfair-based high-net-worth brand, established six years ago, will be absorbed by a new Private Wealth division, with 1762 head Simon Blowey leaving the business.

Sarasin & Partners unveils low-cost investment suite with MPA Financial Management

The MPA Sarasin Tailored Portfolio Service consists of five highly diversified model portfolios designed to meet a range of client risk profiles.

From regulation to innovation: the dynamic universe of biodiversity investments

This evolution is largely influenced by heightened regulatory focus and innovative market strategies that align with environmental sustainability.

UBS White Paper at Building Bridges

Starting strong and tasks ahead – Switzerland’s transition towards net-zero

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Wealth and Asset Management