Managers of Wealth

BOS Launches New Asset Allocation Framework

This framework was developed by the Singapore private bank’s chief investment office after a year-long study and stress testing of 120,000 portfolios.

KKR says wealth investors shouldn’t be ‘blinded’ by secondaries returns

The buyout giant responds to controversy over evergreen funds presenting secondaries discounts as portfolio returns.

Redemption of UBS Group AG senior unsecured notes and additional tier 1 instrument

The last trading day of the Senior Notes will be 11 July 2025.

Family Office Summit’s Obediah Ayton on trends impacting generational wealth transfer

The chair of the summit shares insights, ranging from next-gen leadership and gender diversity to wealth tech and sustainability

Shackleton adds £900m AUM with Chetwood Group acquisition

This marks Shackleton’s fourth acquisition of the year and brings its total assets under advice and management to just over £8bn.

Pictet prepares for third ‘gilded age’ of philanthropic giving

Philanthropic Swiss private banks are navigating a new landscape, transformed by AI, climate change and disinformation

Allfunds Onboards First Fund into Middle East Management Company in Partnership with Schroders

As the first partner in this initiative, Schroders brings its global active management approach and expertise to the region, supported by Allfunds’ local regulatory and distribution capabilities.

Ex-Pictet and Lombard Odier hot shots launch bond fund firm

Alpha Curve Investments plans to launch its flagship unconstrained fixed income fund this month.

BLKB makes impairments on radicant holding ag and announces personnel changes

BLKB is planning a comprehensive cost reduction and efficiency program as well as changes in the governance and business focus of the radicant companies.

BCO sets the course for the future

BCO is an owner-managed company offering a broad range of services for SMEs, entrepreneurs, and families.

Citi Wealth taps Allfundds for streamlined trade execution

The innovative Allfunds platform will enable streamlined trade execution, settlement, and reconciliation processes.

Brooks Macdonald launches Brooks Financial, a new brand for its financial planning business

Brooks Financial brings together all former financial planning companies under one unified brand

CACEIS appointed exclusive asset servicing provider for Syz Asset Management

The mandate covers all of Syz Asset Management’s funds totalling over CHF 3 billion.

BlackRock Completes Acquisition of HPS Investment Partners

With the addition of HPS, BlackRock is now positioned to more fully meet the accelerating client demands resulting from this shift, providing clients and borrowers access to integrated, best-in-class solutions at scale.

Britain’s vanishing millionaires: Why lower-tier wealth is shrinking

While global wealth is on the rise, Britain is losing its entry-level millionaires

Singapore EAM Strikes Deal With Credit Suisse Veterans

The partnership will enable both firms to jointly deliver enhanced cross-border capital advisory services.

Morgan Stanley Wins Two 2025 Celent Model Wealth Manager Awards for Technology Innovation in Wealth Management

Celent’s Model Wealth Manager awards recognize best practices of technology usage in different areas critical to success in wealth management and is the premier award that a financial firm in the industry can receive from Celent.

$5.3bn Exencial Wealth Advisors pursuing sale of minority stake: Sources

The Oklahoma City RIA has retained Advisor Growth Strategies to serve as its financial advisor.

Rothschild & Co Wealth Management Switzerland acquires Zurich-headquartered Swiss advisory firm Tenalis AG

The acquisition expands Rothschild & Co's portfolio of services for Swiss Wealth Management clients across succession planning, taxation services and real estate consulting.

Quilter’s WealthSelect boosts fixed income and reduces equity allocation in latest rebalance

The team believes that despite the rally, risks to growth and inflation remain elevated particularly in light of uncertainty around tariffs.

1
2
3
4
5
6
7
8
9
…
1538
1539
1540

Wealth and Asset Management