Managers of Wealth

Lync Wealth Management continues growth with double acquisition

Yorkshire Rose supports customers in Wetherby, Leeds, York and Harrogate, while Hayden Kilkelly operates across the West Midlands from its base in Kingswinford.

The drive behind our Wealth Planning expertise

It requires an understanding of each family’s unique circumstances, ambitions, and concerns, as well as the ability to look ahead and prepare for what comes next.

Lombard Odier and Alpha Japan are entering a new phase of their long-standing collaboration

This agreement will lead to closer alignment of their respective asset management and distribution capabilities. As part of the agreement, Alpha Japan LO am has adopted its new legal name, reflecting the expanded and deepened collaboration.

Crown Dependencies recognised at Citywealth Brand Management Awards

They also recognise the ever-important marketing and press function within financial services and the challenges they face as they switch to ESG stakeholder models.

Praxis earns hat trick of STEP Private Client Awards nominations

This year’s awards programme attracted a high number of nominations, with 374 submissions from 26 countries.

Beyond the ETF: how Mirabaud builds resilient discretionary portfolios

Mirabaud’s implementation strategy is essentially binary: they default to passive management for efficient, broad-market indices unless they identify significant alpha potential.

Landed estates and private banking interview: Aidan Faik, Weatherbys Private Bank

The current conversation centres on residential portfolios — clients are having to make difficult decisions in an environment of high cost, elevated risk, and compressed yields.

Households urged to invest more as property ties up Ireland's €1.4tn wealth

The study shows that Irish wealth increased by 9.4% or €120bn to €1.4tn in 2025, with property accounting for €973bn and cash deposits €194bn.

Morgan Stanley Wealth Management Expands Access to Private Markets and Alternatives with PMAX - Balanced and PMAX - Growth Funds

Historically, access to private markets was primarily limited to institutions and ultra-high-net-worth investors, but the PMAX fund platform now broadens access to institutional-quality private market investment managers for more clients.

Europe’s Private Banks Face Profit Slowdown – AI and Strategic Shifts Offer Opportunities

Europe’s private banks are approaching a turning point after years of high profits.

Goodbody to acquire Northern Ireland's Legacy Wealth Management

Goodbody intends to support the continued development of Legacy Wealth Management while broadening access to investment and financial planning expertise on an all-island basis.

Salim Elhila and Decentralized Masters on the Future of Wealth Creation in the Digital Economy

It's about being in the right place at the right time, he admits, yet his story is less about technology than it is about a lifelong fascination with systems.

Women and Wealth Report 2026

The report shows while women take the lead with day-to-day household budgeting, they are less confident and engaged than men about managing long-term finances.

Next phase of stock gains could come from a broader range of opportunities

In fact, while CIO remains confident in the AI growth story, they also expect that the next phase of stock gains will come from a broader range of opportunities.

Barclays Launches New SMID Index

Market Dynamics Adaptation: In an environment of heightened market concentration and widening valuation dispersion, investors are increasingly reassessing allocations beyond traditional large-cap indexes

Investec rolls out Microsoft Copilot to all 8,000 colleagues globally

The first full-workforce Microsoft Copilot deployment publicly announced by an organisation in South Africa

Rathbones announces partnership with Bristol Bears

Beginning ahead of the 2026/27 season, the partnership will run through to 2029.

The Tax Transparency Reckoning: What Asia’s Regulatory Wave Means for HNW Families and Their Advisers

It is to ensure that residence, control, source of wealth, reporting positions, and succession arrangements can all withstand scrutiny in a more transparent and data-led environment.

Bantleon fully acquires convertible bond specialist

Subject to approval by the regulatory authority FINMA, the asset manager now holds 100% of the shares in the Zurich-based convertible bond specialist.

LPL Welcomes NorthStar Wealth Advisory

The team reported serving approximately $160 million in advisory, brokerage and retirement plan assets* and joins from Raymond James.

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Wealth and Asset Management