Managers of Wealth

Rumors about UBS's departure are gaining new traction.

UBS Chairman Colm Kelleher and US Treasury Secretary Scott Bessent are said to have held informal talks about relocating the bank's headquarters to the USA.

Ninety One interim profit up on strong markets and net inflows

Net inflows were GBP4.3 billion, recovering after net outflows of GBP5.3 billion a year prior, due to organic net inflows of GBP2.4 billion and the Sanlam inflow of GBP1.9 billion.

Wealth management is Malta’s next frontier - Finance Malta chairman

Reputational challenges still linger

Lone Star Acquires Multi-Asset Real Estate Portfolio from St. James’s Place

The office properties are all situated in London, while the retail assets consist of high-quality retail warehouses with strong tenant bases.

Riding the private market wave while respecting limits of liquidity

Promoters of private markets rely on structural stories to fuel thirst for their product, but they admit questions will increasingly arise about whether growth is sustainable

The Asia Generational Wealth Report 2025: Succession in a New Era

The findings highlight five key reflection points for families and family offices, from preparing for emerging assets to empowering successors with real authority.

OneVest Introduces Enhanced Multilingual Capabilities, Supporting Global Wealth Managers with More Inclusive Advisor & Client Experiences

While many fintech platforms focus narrowly on interface translation, OneVest is transforming what accessibility looks like by delivering true multilingual integration across the full advisor and client experience.

Forbes recognizes J.P. Morgan teams in 2025 America’s top wealth management teams ranking

Nine of these teams have been named to this ranking for at least two consecutive years, and five have been honored every year since the award’s inception in 2022.

Schroders to close UK Multi-Cap Income fund

The sub-scale fund will close next month as the firm continues its plan to simplify the business.

Brookfield Wealth Solutions Announces Third Quarter Results and Declares Regular Quarterly Distribution

Net income in the prior year quarter included the impact of DOE and unrealized mark-to-market gains on equity securities, partially offset by unfavorable movements on reserves due to interest rate and equity market volatility.

Mashreq and DIFC to advance digital banking and wealth services

The MoU will focus on rolling out digital onboarding and banking solutions for clients operating within DIFC.

AFH Wealth Management publishes first IFA acquisitions white paper

The landmark paper features the results of an independently run survey, which sought the views of IFA owners, management teams and senior advisers across the UK.

$2bn Vontobel credit flagship outwits 'Pavlovian dogs' to double assets

The Vontobel Credit Opportunity fund's team speak with Citywire about what they foresee in the months ahead.

Financial Synergies Wealth Advisors Partners with Local Advisory Practice

The strategic integration of the advisory practice builds on a longstanding relationship with the firm that spans more than three decades.

FNZ exits private wealth player in management buyout

Paua’s management, led by co-founders Donna Nicolof and Chris Glackin, has acquired FNZ’s circa 25 per cent stake in the financial planning business, ending the PE-backed giant’s three years on the shareholder register.

Entrepreneurial wealth in motion

As we navigate this landscape, Guernsey continues to offer a calm, stable and forward-thinking jurisdiction for wealth management - a valuable constant amid global change.

Structuring Beyond Borders: How Greater China’s Wealth Planners Are Evolving

At a recent Hubbis event in Hong Kong titled “The Future of Wealth Planning in Greater China,” a panel of senior industry participants examined the region’s rapidly transforming landscape.

Swiss Private Wealth Update: Inheritance Tax Referendum, Trust M&A and PTC Planning

Switzerland is grappling with a controversial inheritance tax initiative at the same time as its trust and wealth industries consolidate and international competition for mobile UHNW capital intensifies.

Raiffeisen Bank International and ODDO BHF deepen partnership in mergers and acquisitions for clients in Austria, Central and Eastern Europe

Expanding ODDO BHF’s sector expertise in corporate finance in the areas of energy, infrastructure, and consumer

Standard Chartered plans to reopen private bank in Switzerland – report

This news follows the bank’s winding down of its Swiss private banking arm about a decade ago after it failed to find a buyer for the business.

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Wealth and Asset Management