Managers of Wealth

Ameriprise Financial explores strategic paths as wealth management competition intensifies

Ameriprise Financial stock reflects a growing strategic emphasis on advice-driven wealth management while competition from large US banks and independent platforms keeps the pressure on margins and growth assumptions.

Haskin Private Wealth Advisors Joins LPL’s Independent Advisor Network

The advisors oversee approximately $170 million in advisory, brokerage and retirement plan assets* and join LPL from Wells Fargo.

Successful first closing for Van Lanschot Kempen’s North America-focused private equity fund

Clients commit $120 million to Kempen North American Private Equity Fund II

Goldman’s RIA Custody Making Gains on Name Recognition, UHNW Focus

Goldman Sachs is still a nascent entrant in the RIA custody market, but the brand name helps some advisors with the move to independence, according to industry players.

Making succession a success

Greg Kyle-Langley, Head of Client Proposition at Coutts, and Stuart May, Director, Coutts Family Office, outline why family businesses should clearly define their succession strategies and what this could look like in practice.

HSBC Private Bank favours barbell approach to China equities

Hong Kong-listed tech stocks have a ‘free option’ amid low valuations, according to Patrick Ho, chief investment officer, North Asia at HSBC Private Bank and Premier Wealth.

BlackRock Aladdin Expands Preqin Benchmarks and Indices, Advancing Transparency in Private Markets With Common Performance Measurement Standard

By combining these within a single integrated solution and making the data available across the broader Aladdin ecosystem, investors gain a more accurate and comprehensive view of performance across the investment lifecycle.

UBS to axe A-rated manager’s Asian IG fund

A dwindling asset base has forced UBS Asset Management to liquidate the Luxembourg-domiciled strategy.

Women and wealth: A growing frontier

But for many women there are still significant barriers to growing their wealth and gaining financial security.

Wealthfront reports platform assets reach $99.1 billion in June

Despite the growth in investment advisory revenue, Wealthfront faced challenges due to a decline in cash management revenue and increased operating expenses.

Quilter plc focuses on wealth management growth. Long-term positioning remains key for investors

Quilter plc operates an integrated business model built around financial advice, investment platforms, and managed portfolio solutions.

Quatuor, a new player in wealth advisory in France

The project is backed by a uniquely combined set of profiles: investment professionals from financial markets, asset management and private equity, joining forces with experts in wealth advisory.

Intesa Sanpaolo opens advisory service in CEE

The new model is already operating in Hungary and Slovakia and will be extended across the region as well as Egypt.

Praxis private wealth specialist Alex Smedley shortlisted in eprivateclient Crown Dependencies NextGen Leaders list

The accolade recognises rising stars working across the private client advisory professions in Guernsey, Jersey and the Isle of Man.

Julius Baer publishes Global Wealth and Lifestyle Report 2026

The report highlights the growing importance of currency and mobility in a fragmented global economy.

Standard Chartered partners BlackRock to launch Asia Pacific multi-asset fund

This latest partnership marks the 8th under the Bank’s VCC platform

Successful apprentices of the Obwalden Cantonal Bank

The Obwalden Cantonal Bank congratulates eight young professionals on successfully completing their apprenticeships. Six of them have decided to continue their careers at the bank.

Aspen Standard Wealth Welcomes CWS Financial Advisors to Its Growing RIA Platform

Aspen’s affiliated RIAs now total $15 billion in assets under management

Fairstone launches Aberdeen hub after double acquisition

The wealth manager has bought independent financial advice firms City Gate Aberdeen and Albyn Associates, both based in Aberdeen.

Hightower Signature Wealth Continues Expansion with Addition of $5B+ from Three Advisory Practices

The model is designed to allow advisors to spend more time focused on clients while benefiting from the scale and resources of a larger organization.

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Wealth and Asset Management