Managers of Wealth

Four UBS Financial Advisor Teams in the Southeast Region Ranked #1 by Forbes/SHOOK Research

The ranking algorithm is based on qualitative and quantitative criteria including phone and in-person interviews, compliance records and revenue generated for their firms.

Apollo Provides €900 Million Refinancing for Pan-European Logistics and Industrial Portfolio Owned by Cerberus and Arrow Capital Partners

Bespoke, senior secured solution to refinance institutional-quality portfolio and consolidate lender base

Fairstone predicts another record year for DBO acquisition programme

The wealth management group is forecasting a 30% increase in DBO sign-ups in 2026

SEI Reports Fourth-Quarter 2025 Financial Results

Relative to the fourth quarter 2024, EPS increased by 16%, and revenue and operating income grew by 9% and 11%, respectively, with operating margin increasing to 27%.

BEKB confirms its financial strength with a good annual result

With targeted investments in employees, processes, and digitalization, BEKB further solidified its role as a stable and reliable partner for its customers.

NewEdge Advisors Snags Two Firms Managing $1.9B in Combined Assets

NewEdge Advisors starts 2026 with recruiting wins from Ameriprise and Raymond James, both based out of Tennessee.

Brown Brothers Harriman and SimCorp forge strategic alliance

Brown Brothers Harriman Investor Services and SimCorp forge strategic alliance to provide integrated end-to-end technology, data, and services solution for global asset managers

SJP hits £220bn in FUM

The final quarter also saw elevated short-term outflows, as many clients accelerated tax-free cash (TFC) withdrawals from their pensions in anticipation of reduced TFC allowances.

Titan Wealth acquires Sound Financial Management Limited

The acquisition is subject to regulatory approval from the Financial Conduct Authority (FCA).

One in two respondents said integrating wealth management with FinTech firms would boost sales

The survey provided a forward-looking assessment of how convergence, technology and shifting client expectations were reshaping revenue models and profitability in the asset and wealth management industry through to 2030.

Wealth managers turn to direct indexing for personalisation

Direct indexing involves purchasing individual stocks within an index to mimic its performance rather than using an index fund or tracker.

Fratarcangeli Wealth Management Secures No. 1 Spot on Forbes' Best-In-State Wealth Management Teams

Firm is the highest-ranked team in Southeast Michigan for the fourth consecutive year

Record gold and silver prices signal a new era for wealthy investors

Gold has surged past $5,000 an ounce and silver over $100, driven by investor demand amid political and economic uncertainty

JM Finn opens fifth office in Cheltenham

New office is up and running with a five-strong team

True Potential makes significant enhancement to fund range with appointment of Amundi as strategic partner

The appointment represents a further evolution of True Potential Investment’s proposition, with Amundi partnering on an exclusive basis to co-design a unique strategic asset allocation framework.

Morgan Stanley Closes Acquisition of EquityZen

“With corporate relationships spanning our Workplace channel to our Investment Bank, we’re in a unique position to connect clients seeking liquidity with investors seeking private markets exposure—both increasingly in demand as companies

JPMorgan Plans More Private Bank Hires to Cater to France’s Rich

The lender plans to increase staff numbers “significantly” after boosting them by about 10% last year, she said.

SJP ups UK equities positions and makes EMD move

Wealth manager seeking to adapt to a ‘late-cycle market environment’

Goldmans Sachs buys stake in £3bn advice firm The Private Office

TPO has sold a minority stake to Goldman Sachs Alternatives following a strategic review.

Morgan Stanley and Rothschild & Co lead European M&A financial advisory in 2025

Morgan Stanley advised on transactions with a combined value of $109.5bn during the year, topping the value chart.

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Wealth and Asset Management