Managers of Wealth

UK wealth business' Henley office up for £600k sale after profits nosedive

The property is vacant with a business rates value of £22,500.

Fidelity Expands Alternative Investment Resources for Wealth Management Firms With New Model Portfolios and Education Program

The new turnkey model suites follow the June 2025 launch of Fidelity’s custom model portfolios with alternatives.

Quilter plc preliminary results for the year ended 31 December 2025

2025 was a year of strong business momentum, record net inflows and good market performance.

From Julius Baer CEO to Blockchain Investor: Philipp Rickenbacher’s New Focus

He does not consider the move a major adjustment or even a culture shock.

What's next for commodities?

The joint US-Israel strikes on Iran will add to both upside pressure and volatility on commodities, most notably oil and then gold.

Three secrets of success in politics and wealth management

Defining strategy, culture and communications is paramount when making decisions in both the political and investment worlds

OCBC’s Insurance Unit Launches HNW Proposition

The offering will combine tailored HNW insurance solutions with a curated panel of expertise and services across seven domains.

Aspen Standard Wealth adds $1bn in assets with BlueSky purchase

BlueSky, established in 1999, specialises in investment management and financial planning.

Hightower Adds First External Acquisition to Hightower Signature Wealth with $5B Journey Strategic Wealth

Journey Strategic Wealth includes a team of 24 professionals, including 16 advisors, serving nearly 1,000 clients.

Objectway at Frankfurt Digital Finance 2026 – Driving the Future of European WealthTech Through Innovation, Scale, and Vision

A new strategic partnership with Cinven, a renowned global private equity firm, marks the start of an accelerated growth phase

Awakening the sleeping giant

This strategic positioning reflects the very nature of the offering--sophisticated, bespoke and difficult to industrialise. Institutions therefore prioritise the most profitable segments.

WRISE Group Announces Strategic Partnership in Thailand with IFCG

Strategic alliance with the leading Thai brokerage and advisory firm will see both companies expand capabilities to provide institutional-grade wealth management solutions in the country

Wealth manager 'invests in future' with acquisition

Under the terms of the deal – completed for an undisclosed sum – KSP Financial boss Keith Phillips will operate in a consultancy role.

Citigroup: Changing the Game

The Business of Sports

UBS Lobbying Seen as Counterproductive

UBS’s confrontational stance in the dispute over the revision of capital market requirements is viewed in parliamentary circles as unhelpful.

VP Bank increases its annual profit to CHF 47 million

In the 2025 financial year, VP Bank implemented the strategic measures it had announced.

Private Banks Pivot To Serve The ‘Everyday Millionaire’

The data couldn’t be clearer; the fastest-expanding pool of new clients for wealth management is in the $1 million to $5 million band.

Management Consulting Firm Alvarez & Marsal Launches RIA

The new wealth management firm has assembled a team of 20 professionals from Citi, Greenway Wealth Management, Interactive Brokers and Fidelity, among others.

Aberdeen delivers annual profit beat boosted by interactive investor

Adjusted operating profit increased 3.5% to GBP264 million from GBP255 million, slightly ahead of GBP261 million consensus.

7IM strengthens advice arm with CPN deal

It also manages two OEIC funds with approximately £400m of assets under management via CPN Investment Management LLP.

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Wealth and Asset Management