Managers of Wealth

Quilter Cheviot renames sustainable funds under new FCA labelling rules

From 8 September 2025, the two multi-asset funds — Balanced and Growth — will be renamed Quilter Cheviot Sustainable Opportunities.

Impax outflows narrow to £1.3bn

After two bruising quarters following the loss of two big SJP mandates there are signs of improvement for the sustainable asset manager.

JTC strengthens partnership with TISE

JTC has maintained a strong working relationship with TISE for many years.

Update in relation to Close Brothers Premium Finance business

Focusing on commercial lines will enable us to invest in growth and strengthen our position in the market, while streamlining operations and reducing complexity.

ARK Wealth Awarded "Hong Kong's Best Wealth Management Institution," Diversified Strategy Recognized by International Authorities

This dual recognition not only underscores Noah ARK's continued leadership in the wealth management sector but also marks a significant breakthrough in its global strategic expansion.

French group acquires Kaleido Private Bank

This acquisition increases the group's assets under management to approximately €10bn.

Nutmeg losses hit £40m in 2024 despite £2bn asset boost

Robo-adviser's owner JP Morgan backs company with £100m injection and new portfolio launches.

Chase de Vere’s profits up £32m as firm eyes further acquisitions

Pre-tax profits mark a 24.2% increase from £25.7m in 2023.

How to prepare the next generation for wealth

Providing for your family and ensuring they have access to better opportunities in life is crucial for many people.

Guernsey Finance celebrates quartet of prestigious industry awards

For the second year in a row, the local agency has won an award at the WealthBriefing Wealth for Good Awards, this year for the Sustainability Programme (UK) category.

Derbyshire and Ryley Wealth Management extend partnership

As well as extending the naming rights deal, Ryley Wealth Management also continue to sponsor Derbyshire all-rounder

Investing in unprepared inheritors for lasting family wealth

As trillions change hands, global families are realising they need to invest in a new generation of heirs, often isolated from peers and lacking in self-esteem

HSBC announces Sami Abouzahr as Global Head of Investments and Managed Solutions, Wealth and Premier Solutions

Sami spearheads the bank’s wealth product strategy

Inside the first-half: 30 events, from selloff to snapback

The first half had it all — a blockbuster start, a sharp policy-driven sell-off, and a record-breaking rebound, all before the second act began.

UBS Asset Management launches first active ETF

The strategy, which invests in collateralised loan obligations, is the first in a range of active fixed income ETFs the Swiss giant plans to release.

Zurich independent asset manager crosses the Limmat

Dara Capital relocates 11 minutes across the Limmat.

«Reputation, Trust, And Presence Matter as Much as Investment Returns»

Clients are increasingly sophisticated—demanding institutional-quality advice, global access, and rigorous due diligence.

Schroders launches Global Digital Assets Centre of Excellence in Singapore

Singapore. It will drive thought leadership and the development of best practice through policymaker engagement and industry collaboration across Schroders globally, and the broader asset management industry.

Navigating Uncertainty: How Maybank is Positioning for Wealth Leadership Across ASEAN and Beyond

In this conversation, he shares how Maybank is building a differentiated wealth proposition that speaks directly to this new era of caution, agility, and long-term trust.

BOS implements bank-wide investment process overhaul

Bank of Singapore has developed a new strategic asset allocation framework that will underpin the management of its funds and discretionary portfolio management service.

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Wealth and Asset Management