Managers of Wealth

Quilter red flags Cirilium active funds for more poor returns

The failings of the £2.8bn active multi-asset range stand in contrast to its passive counterpart and the firm’s wildly successful WealthSelect MPS.

CEO banned for false and misleading statements made in attempt to buy bank and football club

During his time at BHAM, Mr Taylor made misleading statements and falsified information during 2 separate attempted acquisitions.

Confidence in UK economy hits 21 month-high and spending climbs 2.0 per cent in July, boosted by pubs, cinemas and staycations

Confidence in the strength of the UK economy reached 30 per cent in July – representing a 21 month-high and a six-percentage point improvement on June.

How ‘inner wealth’ is reshaping financial planning for high-net-worth women

Women are redefining financial freedom and aligning wealth with values—without sacrificing returns. Financial plans must evolve with them.

Pictet Wealth Management Advises Cutting US Treasuries and Dollar Holdings

Kelvin Tay, the bank's chief investment officer in Asia, said that structurally higher inflation and government deficits reinforce the idea of buying assets that governments cannot print.

Courting the next generation: How wealth managers are keeping family business assets within the bank

Financial institutions hope sustained engagement will keep these heirs banking with them, just as their parents have.

UBS upgrades Michael Page to 'buy' on hopes of earnings recovery

The stock has climbed roughly 43% from its April lows but remains down about 14% so far this year, against an average 17% gain for peers.

Why family meetings are becoming key to UHNW estate planning

Advisors say blending informal gatherings with clear ground rules helps UHNW families discuss legacy, values and wealth transfer

Osiris forays into Guernsey fiduciary market

The new Guernsey operations will deliver trustee services, corporate administration, private client structuring and family office support.

Brooks Macdonald and Woven Advice partner to help advice firms put their investment propositions into practice

IFAs have long had access to tools to research and construct a central investment proposition.

FINMA welcomes the Federal Council’s consultation drafts on the legislative package to strengthen the “too big to fail” framework

In particular, it advocates for the strengthening of instruments with a preventive effect.

Glarner Kantonalbank reports a successful first half of 2026

The half-year results for 2026 surpassed the already strong second half of 2025.

Labuan IBFC Inc., ASAS and STEP Malaysia strengthen Islamic wealth planning practices

Joint initiative highlights integrated approaches to wealth planning, succession and cross-border solutions

Phoenix-based UBS advisor team The Schultz Group recognized on Barron’s Top 250 Private Wealth Management Teams list for second consecutive year

The 2026 Top 250 Private Wealth Management Teams annual ranking spotlight the nation’s best wealth managers and raise standards in the industry.

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Wealth and Asset Management