Managers of Wealth

Analysis-Norway’s wealth tax trades millionaires for equality

The takeaway: a wealth tax will scare off some millionaires, but if set broadly enough, revenues can still be worth it.

EFG to integrate BlackRock’s Aladdin Wealth™ technology into advisory platform

This marks an important step in EFG’s multi-year programme to enhance its digital platforms.

Diverged focus for HNWs presents adviser opportunity: Report

LGT Wealth Management's 2025 State of Wealth report indicated the HNW population has surged by 10% (or 50,000) to 760,000 in 2025, controlling a record $4 trillion in assets.

Partners Group's $9.2bn evergreen fund underwhelms after two decades

From having deal-by-deal performance fees to a pro-rata allocation policy, Partners Group set the initial standard in semi-liquid funds.

Julius Baer taps into Abu Dhabi’s wealth potential with new advisory office

Julius Baer already has a well-established presence in the UAE, where it opened its first office over twenty years ago, demonstrating a pioneering commitment to the region.

Interim Management Statement for the first ten months of 2025 and conclusion of the credit review*

As a result, further loan loss allowances of CHF 149 million will be recognised in the financial accounts in November 2025.

Singaporean group makes £6m bid for Walker Crips

PhillipCapital offers to buy out the wealth manager, which has been blighted by compliance issues in recent years.

Italy shines as a prime destination for the ultra-wealthy

Billionaires’ wealth is also outpacing financial markets, having grown 121% over the past decade compared with 73% for the MSCI World Index.

Navigating wealth through uncertainty: Emerging trends among investors in the Channel Islands

In the Channel Islands, where cross-border assets and family offices are increasingly relocating and consolidating, we are seeing a shift as inheritors move from wealth accumulation to stewardship.

Why private banks are buying real estate again

After a rough few years in the asset class, investors in the wealth space are looking to buy back in, especially in Europe.

Japan's major asset managers mull crypto investment offerings ahead of major rule changes: report

The discussions follow Japan’s recent regulatory momentum, including stablecoin initiatives, custody reforms, and broad tax relief proposals.

Bank of Cyprus named ‘Best Private Bank in Cyprus 2026’ by Global Finance

It also reflects the significant progress resulting from the systematic effort of Private and Affluent Banking to offer services of international standards.

Blocher follows in Reichmuth's footsteps

The SVP elder statesman points out that Swiss banks have never made money from their US business in the past, attributing this to the fact that "the American banking system and the Swiss banking system are not the same."

Standard Chartered opens private banking centre in South Korea

This centre marks Standard Chartered’s first private banking facility in Korea and the 16th in the bank’s global network.

BNP Paribas Wealth Management presents its six most relevant investment themes for 2026

Finally, as policy increasingly rules markets, and Asia emerges as a growth hub, portfolios must adapt to capture these opportunities.

Private markets to account for more than half of global asset management industry revenues by 2030 – with global AuM to hit $200 trillion: PwC 2025 Global Asset & Wealth Management Report

Asset managers target convergence with wealth managers and FinTechs, and look to AI and technology to drive cost-effective digital ecosystems tailored to servicing more diverse client segments

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Wealth and Asset Management