Managers of Wealth

Barclays Top 100 WM tells clients to be patient after tariff shock

Senior investment adviser Tommy Doan explains how the team are mitigating market volatility in the wake of US trade tariffs.

Aspen Standard Wealth Acquires $2.9 Billion AUM New England Private Wealth Advisors

Aspen creates permanent RIA partnerships by investing in long-term growth and ensuring lasting stability and support.

Praxis Returns to Fund Administration in Jersey Following Regulatory Approval

The operation in Jersey complements Praxis’ existing fund administration services in the Middle East

Invesco eyes £275m price tag for software provider Intelliflo

Aberdeen and private equity firm HG Capital are among those looking at the adviser back-office provider.

St. James’s Place expands financial advisory services in the UAE

The firm has doubled the number of accredited partners in the Middle East to 41

Hg private wealth offering surpasses $1 billion

The fund is now oversubscribed with a queue of clients waiting to access it, leading Hg to implement quarterly subscription caps to maintain its return target.

Goldman Sachs brings art advisory service to Asia’s ultra-rich

Bank’s private-wealth division helps clients navigate ‘high degree of complexity’ in the world’s second-largest art market

Why 2025 will be a pivotal year for European wealth and asset managers

European wealth and asset managers must build a blueprint for success in a constantly shifting landscape.

Sophie Kennedy: ‘Becoming CEO of a wealth manager at 33 didn’t faze me’

The co-CEO of EQ Investors has weathered Trump and the ESG backlash.

FNZ raises US$500 million in new capital from existing shareholders to support long-term sustainable growth

The new capital will provide financial strength to support FNZ’s long-term business plan and enduring success with customers.

Julius Baer further streamlines its organisation to reinforce focus on clients and sustainable growth

With these changes, effective immediately, Julius Baer will enhance the delivery of a simplified and more efficient, client-centric organisation, while adhering to the highest risk standards.

Private bank Bergos announces family office solutions unit

Bergos Crossroad will also be available to customers who do not use Bergos for private banking.

Euromoney recognizes Lighthouse Canton as a leader in wealth management and private banking in Singapore & UAE

Wins Best Wealth Manager categories in both Singapore and the United Arab Emirates

UBS sees 17% upside in S&P 500 after tariff sell-off

The Swiss private bank expects tariffs to ease from the third quarter, but cautions on further short-term downside, while others say use any relief rally to cash out.

Barclays capital markets veteran Ken Brown to retire from investment banking

The vice chair of capital markets at Barclays has spent nearly 40 years in the industry

RBC Wealth Management’s Jasmine Duan on China’s Economic Recovery and Market Outlook

She argued that while China had successfully navigated key economic and policy tests, the next major challenge was sustaining earnings growth and maintaining investor confidence.

Cerity Partners Welcomes Cook Wealth

The addition of Cook Wealth introduces Cerity Partners to the North Carolina market and enhances the firm's ability to serve clients through personalized wealth and tax planning services in Raleigh.

Savvy Expands to Over 50 Financial Advisors With Addition of Five New Professionals

Savvy surpasses $1.5 billion in AUM as its tech-forward approach to wealth management continues to resonate with top advisors

OCBC’s Private Bank Seeks More Staff for Greater China Expansion

Oversea-Chinese Banking Corp.’s private-banking arm is considering adding between 20 and 30 relationship managers this year for its Greater China team, marking a substantial expansion in one of the world’s major wealth centers.

How women in the Gulf are moving beyond inheritance to become wealth creators

This trend also applies in the Gulf countries, which are witnessing a sharp rise in affluent women actively shaping the region’s economic future.

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Wealth and Asset Management