Managers of Wealth

Private banking: Fideuram Direct launches in Belgium and Luxembourg

The offering will be progressively enhanced with new features and investment options.

Franklin flows offset by $142bn of WAM redemptions in 2025

The outflows were driven by the scandal around former WAM CIO Ken Leech and offset signs of positivity in Franklin's alternatives and ETF business.

European office market: Challenges and opportunities in a shifting landscape

The European office market has gone through a dramatic transformation over the past five years.

Schroder Oriental Income Fund Limited - Full Year Results

The Company is on track to achieve AIC dividend hero status on the completion of 20 years of consecutive dividend growth next year.

A Geneva Wealth Manager Testing Zurich’s Waters

The transaction, already approved by Finma, brings Amasus’ entire client base under the Amadeus brand.

Asset managers support launch of free standards hub

The platform hosts a library of fund documentation templates, KPI frameworks, due diligence checklists and other resources that any industry participant can access, use and contribute to, free of charge.

Azets Wealth Management to acquire Evans Falco

Deal strengthens Azets Wealth Management’s team and specialist expertise, with expansion in the South West

Helvetia Baloise Holding pushes Swatch out of the SLI

Both Helvetia and Baloise are listed in the SMIM, which comprises the 30 largest Swiss stocks not already included in the blue-chip SMI index.

Dakota Wealth Management Acquires Lokken Investment Group, Strengthening Commitment to Personalized Wealth Management and Client Continuity

With the addition of their $455 million in managed assets, Dakota's assets under management will be nearly $7.5 billion.

Partners Group and Banco Bilbao Vizcaya Argentaria launch Evergreen fund

Partners Group has positioned itself as the preferred provider of solutions for private markets.

W1M set to seal deal for £2bn DFM Vermeer

W1M is understood to be close to acquiring Vermeer Partners, which was set up by Cheviot founder Michael Kerr-Dineen seven years ago.

Global Private Banking Awards 2025: Winners’ profiles

PWM’s 17th annual Global Private Banking Awards received 350 entries from 120 institutions across 55 countries

KKR-backed manager launches new credit strategy

Ascend Asia Asset Management's fund will invest in income-generating Asia corporate credit.

Wealth manager True Potential integrates NatWest's Payit

Payit will integrate with True Potential's impulseSave system, which enables expedited investment contributions.

Zwei Wealth Partners with Zug-based Trust Firm

The Zug-based firm brings extensive expertise in trust services, business consulting, taxation, family office solutions, and digital assets.

Goldman Sachs overtakes Swiss private banks

In the wealth management study published on Friday by the Zurich-based research firm Fin21, Goldman Sachs comes out on top and is considered the best Swiss private bank this year.

Arta expands AI wealth platform globally, onboards Bank of Singapore and Hong Leong Bank

Arta AI is a conversational AI platform for wealth management that processes portfolio data, market information, and investment research to respond to queries from financial advisors and their clients.

Broadridge Reports First Quarter Fiscal 2026 Results

Reaffirming FY'26 guidance including Adjusted EPS growth of 8-12% and Closed sales of $290-$330 million

Santander named ‘Best Private Bank’ in Spain and Poland by The Banker

The magazine also grants a special commendation to Santander Private Banking Mexico.

Northern Trust Named Best Private Bank in U.S.

Also Received Top Honors for Best Private Bank in North America for Entrepreneurs and Alternatives

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Wealth and Asset Management