Managers of Wealth

JM Finn opens fifth office in Cheltenham

New office is up and running with a five-strong team

True Potential makes significant enhancement to fund range with appointment of Amundi as strategic partner

The appointment represents a further evolution of True Potential Investment’s proposition, with Amundi partnering on an exclusive basis to co-design a unique strategic asset allocation framework.

Morgan Stanley Closes Acquisition of EquityZen

“With corporate relationships spanning our Workplace channel to our Investment Bank, we’re in a unique position to connect clients seeking liquidity with investors seeking private markets exposure—both increasingly in demand as companies

JPMorgan Plans More Private Bank Hires to Cater to France’s Rich

The lender plans to increase staff numbers “significantly” after boosting them by about 10% last year, she said.

SJP ups UK equities positions and makes EMD move

Wealth manager seeking to adapt to a ‘late-cycle market environment’

Goldmans Sachs buys stake in £3bn advice firm The Private Office

TPO has sold a minority stake to Goldman Sachs Alternatives following a strategic review.

Morgan Stanley and Rothschild & Co lead European M&A financial advisory in 2025

Morgan Stanley advised on transactions with a combined value of $109.5bn during the year, topping the value chart.

Wealth manager eyes growth with record model

Bosses at the Sunderland-headquartered company say the forecast increase leaves the business ready to “help thousands more clients achieve financial goals”.

Sage Capital Management launches private banking service for institutional clients

In addition, Sage Capital Management has introduced a proprietary unified trading platform for liquidity, execution, risk management, and Transaction Cost Analysis (TCA).

HSBC Malaysia Opens Premier Centre in Petaling Jaya to Boost Wealth Services

The centre provides personalised wealth solutions focused on accumulation, protection, and legacy planning, with private consultation and family rooms for client privacy.

Morgan Stanley wants more from MUFG ties to be top in Japan

Through their two local joint brokerage ventures, the banking giants are looking to strengthen collaboration in wealth management, securities trading and investment banking, he said.

Flagstar Bank Opens Private Client Office on Park Avenue in New York City

Second Private Client Office Opens, Showcasing a Reimagined Private Bank Experience and Flagstar's Commitment to Relationship-Driven Banking Across Key U.S. Wealth Hubs

Norway’s Formue plans to unfreeze Europe’s wealth management landscape

Nordic wealth manager Formue is looking to scale its hybrid advisory model across Europe, without compromising its focus on clients, encompassing their purpose, family and legacy

Formula 1 and Standard Chartered announce Official Partnership

This iconic partnership unites two organisations defined by the relentless pursuit of performance and distinctive global connectivity.

Promising 2025 results for BCJ

Event announcement as defined in Article 53 of the Commercial Code

Gold’s bull market is set to continue into 2026 - Investment Outlook 2026

Central banks continued increasing their gold holdings in 2025, with most estimates showing a rise of around 850 tonnes over the year.

New boutique corporate administration agency launched

Alfa Limited’s CEO, Michael Alfano brings over 14 years of experience to the business, primarily within the Jersey Regulatory framework, as well as from working in the global private wealth sector.

Ex-Macquarie execs’ investment firm took ‘catastrophic risk’ on Sendle

Federation invested in Sendle in late 2018 and was a driving force behind its merger in 2025 with US companies ACI Logistix and First Mile, to form a new private equity-backed roll-up called Fast Group.

Banks Accelerate Tech Adoption to Boost Advisor Efficiency and Retention

With 80% of advisors prioritizing technology, firms are adopting new tools to remain competitive

Conflicts of interest? Lucerne Cantonal Bank's board candidate becomes a political issue.

The auditor has announced that she will resign her seat on the board of directors of PostFinance.

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Wealth and Asset Management