Managers of Wealth

Quintet pioneers private markets portfolio integration

Quintet offering developed in collaboration with BlackRock, leveraging the firm’s evergreen private markets platform

Van Lanschot Kempen creates bespoke private markets portfolio

This approach places emphasis on a long-term investment strategy and enables the scheme to focus on high-conviction investments in private markets.

Natural damage in Switzerland – Helvetia presents facts and figures on the most important threats

Switzerland, with its numerous mountains, bodies of water, and its exposed location in the center of Europe, is highly exposed to natural disasters.

HIGHVERN in the running for STEP Trust Company of the Year

The annual awards are globally recognised as a benchmark of excellence in the private client industry, celebrating the highest standards of service, innovation, and professionalism across the wealth management sector.

Raymond James partners with FNZ to enhance wealth management platform

Raymond James will implement FNZ's integrated wealth management platform to bring AI and digital tools to its operations.

From Invisible To Influential—Capturing The Rise Of Female Wealth

Women in the United States are expected to control an estimated $30 trillion in financial assets by 2030—a major realignment in asset ownership driven by demographic, economic, and social shifts.

Private Bank Manager Shuffle: BofA Loses in the Southeast, Gains in New York

On Wednesday, Citi said it nabbed a manager at Bank of America Private Bank to be its Southeast market executive.

Standard Chartered wraps up divestment of Tanzania operations to Access Bank

This handover concludes a strategic divestment announced in April 2022.

Weatherbys head of financial planning achieves rare double

There are just 1,064 holders of the certified financial planner certificate, and 3,110 CISI chartered wealth managers. Very few hold both qualifications.

Wealth transfer requires steep rise in investor knowledge

These key trends are highlighted in the latest global survey of asset and wealth managers from Citi and Create-Research.

EFG International’s subsidiary Shaw and Partners agreed to acquire a 75% stake in New Zealand-based Investment Services Group

This acquisition marks a key milestone in Shaw and Partners’ growth strategy as it formally enters the New Zealand market and strengthens its presence across the broader Trans-Tasman region.

Liontrust insists it is ‘well placed’ despite profit dip

The group posted an adjusted profit before tax of £48.3m, down from £67.4m the previous year.

Wealth managers gear up to put UK savings into private assets

Talks with private capital firms have focused on operational hurdles for retail customers

Former UAE bankers get into wealth management as more millionaires take up residence

'Around 30,000 ultra-rich will call UAE home in next 5 years', says Wealthbrix's Khanna

Patrick Thomson: «Switzerland’s Potential Is Far From Exhausted»

Switzerland has made significant progress in this space—but the full potential hasn’t yet been realized.

Raymond James Ltd. Announces Strategic Investment in Next-Generation Wealth Management Platform

Raymond James Ltd enters into agreement with FNZ to accelerate its digital transformation

Hoxton Wealth Gains Approval to Operate in DIFC

This is a significant stamp of legitimacy and opens doors for more robust operations and client engagement in the region.

Focus Partners Wealth Expands with Acquisition of David Wealth Management

Upon closing, David Wealth will be the second external acquisition for Focus Partners Wealth since its rebrand in January 2025

Deutsche Bank Renews Office Management Agreement

The German lender has various office-related initiatives underway including the goal of achieving net zero carbon emissions by 2050, a global workplace utilization program and improving staff's workplace experience.

Millionaires on the Move: UK Braces for Historic Wealth Flight as Global Migration Peaks

The long-term implications for Europe and the UK’s economic competitiveness and investment appeal are significant.”

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Wealth and Asset Management