Managers of Wealth

Rothschild & Co AM delivers record net inflows

The asset management business reached €47bn of assets under management by the year's close.

Crédit Agricole unifies CIB and wealth arms in 43,400 sqft hub

An internal staircase now connects the corporate and wealth management teams across two levels.

Growing international wealth mobility posing new risks, warns Rathbones

Wealth is increasingly borderless, despite patchworks of compliance and reporting, says Stowell, increasing need for careful planning

Broadridge Recognized as One of FORTUNE Magazine’s 2026 ‘World’s Most Admired Companies’

These honors reflect Broadridge’s continued investment in next-generation capabilities that help clients drive efficiency, resilience, and growth.

FNZ and Centric extend strategic partnership to modernise adviser platform in Australia

The renewed partnership includes a significant program of modernisation to position Centric as a market-leading, adviser-led platform.

Hawksmoor set to see mystery two-year S166 lifted

The investment arm of Hurst Point group is set to be give a clean bill of health after the regulator issued a skilled persons review back in March 2024.

Barclays to proceed with relocation of its European HQ from Dublin to Paris

This move will enhance oversight and governance by bringing decision-making closer to the majority of its Investment Banking operations in Continental Europe.

WRISE Group Establishes Strategic Alliance with The Continental Group to Democratise Access to Private Banking in the UAE

Strategic alliance between two financial services leaders expands access to private banking across a broader investor base in the UAE

Wealthspire Launches Season Four of Great Aspirations Podcast, Showcasing Stories of Philanthropy and Purpose

Season four features athletes, philanthropists, and community leaders whose stories highlight how generosity creates lasting impact

UK wealth manager Norman K opens Luxembourg office

The Luxembourg subsidiary will be led by Nicolas L’Hermite as CEO, supported by newly-appointed sales director Nicolas Mayer.

Merit Financial Advisors Acquires SSC Wealth LLC, Forms Strategic Partnership with Leading CPA Firm, SSC CPAs + Advisors

Clients benefit from direct collaboration between their financial advisor and CPA, reducing friction, improving coordination, and creating a more holistic planning experience.

AI wave spurs structured products surge at private banks

Driven by AI themes and volatility strategies, private banks report surging structured product volumes as clients pivot toward yield and defensive positioning.

Vontobel opens new UK headquarters in London's "Walkie-Talkie" building

With this move, Vontobel underscores its long-term commitment to the British market.

The Intelligent Allocator: Geopolitical fear travels faster than capital

‘The Geographical Pivot of History’, which laid the foundations of modern geopolitics through his ‘heartland theory’.

Tactical liquidity that serves your holistic wealth strategy

Incorporating liquidity into your broader portfolio could enhance both your flexibility and your scope for planning.

The Housing Association Pension Fund Foundation selects Van Lanschot Kempen as fiduciary manager

SPW manages the pensions of all employees covered by the Woondiensten collective labour agreement.

Cayman Islands private trust companies

This briefing provides a guide to Cayman PTCs, including their key benefits and the regulatory requirements they must meet.

Aberdeen launches three Article 8 enhanced index funds

The funds, based on an existing UK strategy, invest in world, US and European equities.

Markets in Review for 2025

Finally, as the Fed attempts to carry out its mission to control inflation, it must also contend with a job market that, while remaining relatively steady, should not be considered robust.

Investment management and wealth

A double-edged sword - opportunities and risks

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Wealth and Asset Management