Managers of Wealth

Tideway nabs former SJP adviser for wealth management team

Gilfillan was at SJP for six years, most recently at Futura Financial Partners

Nedbank Private Wealth launches NexLegacy initiatives to tackle the wealth transfer challenge

Nedbank Private Wealth is now addressing this issue with the launch of its NexLegacy initiative

Schroder Income Growth Fund plc - Full Year Results

This year marks the 30th consecutive year of dividend increases, maintaining AIC dividend hero status and demonstrating a resilient investment approach.

BNP Paribas WM Establishes AI Center in Singapore

Focus will be placed on co-developing generative and predictive AI solutions for portfolio analytics, onboarding and advisory automation.

Stable market conditions in the canton of Bern

The ongoing imbalance between high demand and declining construction activity is increasingly leading to a housing shortage in the Canton of Bern.

Asia Rich Lack Succession Plans as Wealth Nears $99 Trillion

They found that many only make plans when forced to, with 37% waiting for a health crisis and 43% acting only when business circumstances demand it.

Banks rehire retired employees to tap veteran expertise in wealth management

Many of them work in asset management, compliance, loan review and antifraud departments, where human expertise remains more critical than artificial intelligence technologies.

Citi Tops J.D. Power Mortgage Origination Satisfaction Study

Citi won the #1 ranking in J.D. Power’s 2025 U.S. Mortgage Origination Satisfaction StudySM

Farrer & Co advises James Hambro and Partners on minority investment by Bixby Wealth Solutions

The transaction involves Bixby acquiring equity from JH&P’s external shareholders and select founding-generation partners, alongside a direct capital injection into the business.

How AI Hyper-Personalization Can Transform Wealth Management In The Mass Affluent Segment

These technologies promise to harness automation and data, allowing advisors to serve more clients in a highly individualized way without sacrificing the human touch that builds trust.

Howden to acquire the employee benefits consultancy arm of Evelyn Partners

The acquisition strengthens the scale of Howden’s corporate health and employee benefits offering in the United Kingdom and is an additional step forward in its strategy to invest in expertise for the benefit of clients.

One Four Nine Portfolio Management surpasses £800m AUM

The One Four Nine MPS range was launched in 2021 and has achieved an Expert Rated 5-star ranking in 2024 and 2025 from Defaqto.

Wealth Manager Jordan Kirkbride Partners with Kamran Naqvi to Advise Athletes

This alliance has positioned the firm as a front-runner in the wealth management space for UHNW individuals.

Fixed income’s resurgence: why wealth managers should rethink allocations with PIMCO’s global lens

The good news is that today, yields are higher, valuations more attractive, and the range of investable opportunities far broader than many wealth managers and advisers may have historically considered.

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

This strategic move aims to ensure seamless continuity and expanded service platform for Lokken Investment Group’s clientele.

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Wealth and Asset Management