Managers of Wealth

Rothschild & Co Wealth Management Switzerland named Best Private Bank

This award celebrates the outstanding achievements of individual private bankers and the top companies in the Swiss industry.

How to avoid cashflow pitfalls when selling your business

The best way to do this is by creating a wealth plan that details your and your family’s medium-term financial needs and aspirations, along with an investment strategy designed to support these goals.

Wealth firm Perspective celebrates deals century

The deals have added £1 billion of assets under advice to the business, as well as 2500 client households, six offices and 48 staff.

A call for change: three main challenges that the wealth management industry has to address

For the wealth management industry, the UK presents a particular interest — 14% of the overall population is considered to be high-net-worth individuals (HNWIs).

Before AI met wealth management & the tech challenges we forget about

In less than two years, AI’s potential has become widely recognised, with wealth management being no exception.

Hightower: Strategic Investment In $1.1+ Billion Wealth Management Team FPIS

As part of this deal, FPIS promoted two individuals to partner, Brock Becker and Carl Ekstrom, who are important to the team’s growth strategy.

Carne: 82% of UK asset managers considering LTAF launch

Less than a quarter of wealth managers currently use an LTAF or ELTIF

Citywire Wealth Manager announces its Top 100 Investment Managers 2024

This achievement is a testament to their exceptional talent and dedication to delivering outstanding results for their customers.

ASHL sells off LYNC Wealth Management

It’s the second sell off in seven days for ASHL which last week sold its MPS provider Rockhold Asset Management, also to 7IM.

Mary-Anne Daly, CEO, Wealth Management, has been named in the Financial News inaugural Twenty Most Influential in Wealth Management

Under her leadership, Cazenove Capital has expanded its footprint in the UK over the past three years.

Members of industry leading ‘UK Wealth Managers on Climate Group' come together to initiate change

Today, the UK wealth management industry controls over £1 trillion of assets and accounts for around 11% of the UK asset management industry assets under management (AUM)1.

7IM co-founds group promoting net zero for asset managers

The group has nine members which have a combined total of £165m of assets under management.

Brookfield Asset Management Announces Record Third Quarter Results

$135 Billion of Capital Raised Over LTM, Growing Fee-Bearing Capital 23% to $539 Billion

UK wealth managers and financial advisers expect clients to increase allocations to emerging and frontier markets

Two thirds of wealth managers and financial advisers surveyed believe clients are currently underweight in emerging markets.

Brooks Macdonald acquires CST Wealth Management to continue growth in financial planning

The acquisition adds to Brooks Macdonald’s growing offering in Wales, with the CST team well known to the firm.

Mattioli Woods acquires Stockport-based Cullen Wealth

Mattioli Woods is a diversified wealth and asset management business.

Allianz X and AlTi Tiedemann Global forge unique joint venture to pioneer UHNW wealth access to private markets alongside Allianz’s balance sheet investments powered by Allianz Global Investors

Through the joint venture, AlTi and AllianzGI will launch a private markets investment program for UHNW clients that will benefit from AllianzGI’s exceptional network and scale.

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Wealth and Asset Management