Managers of Wealth

Sustainable-focused private equity firm launches in Nidwalden

Christoph Waser, Stefano Augstburger and Urs Gerber have launched Nexora Capital, a Stansstad-based private equity firm.

Wealth managers wake up to emerging markets

Asset managers are seeing a revival in interest in emerging markets, backed up by Citywire data.

Hybrid Wealth Products Gain Traction in China as Stocks Rally, Deposit Rates Stay Low

Many long-term customers have shifted their funds to equity-focused or hybrid WMPs when their time deposit products matured, sales staff at multiple joint-stock commercial banks told Yicai.

What’s behind HSBC’s privatisation of Hang Seng Bank? Drive for efficiency, analysts say

The privatisation will lead to synergies, save costs and improve efficiency in terms of personnel and systems, Everbright’s Kenny Ng says

Rathbones and UKSIF publish new guide to demystify sustainability fund labels

They aim to address investor concerns over greenwashing and restore trust and improve transparency in the sustainable investment space.

Schroder Japan Trust plc - Full Year Results

Schroder Japan Trust plc has announced its financial results for the year ended 31 July 2025.

CIO Investment Insights: From Old Trafford to Wall Street - the case for staying the course

Welcome to the latest issue of Justin Onuekwusi, our CIO, quarterly insights.

Irwin Mitchell Private Client Team Recommended In Spear's Guide To The Best High Net Worth Lawyers

Several Individuals Named In Two New Guides To The Best Tax and Best Contentious Trust Lawyers In The UK

Objectway at the BEI Workshop on Data and Hyperautomation – Turning technological innovation into practical and sustainable strategies

Product Director and Investment Compliance expert at Objectway

The Great Wealth Transfer: Europe’s €3.5 trillion shift

To unpack the deeper implications, we spoke with ING chief economist, Marieke Blom, and global head of Private Banking, Wealth Management & Investments, Anneka Treon.

Partners Group’s next generation infrastructure evergreen hits USD 1 billion in assets

The Fund will invest alongside Partners Group's fourth-generation flagship direct infrastructure program, which is in fundraising, as well the firm's established infrastructure secondaries program.

Schroders renews long-term commercial partnership with Lloyds Banking Group

Schroders Personal Wealth (SPW), the wealth management and advice business, has become a wholly owned subsidiary of Lloyds Banking Group.

Quilter Financial Planning welcomes eight new appointed representative firms to its advice network

It’s fantastic to welcome these eight firms

Bordier & Cie Strengthens Its Presence in the Lake Geneva Region

The new branch is headed by Cyril Saulnier, supported by Daniel Moret—a seasoned duo with over three decades of experience in wealth management.

Fairway Wealth Management Named to Forbes 2025 Top RIA Firms List

This is the firm’s third consecutive year on this list.

Ex-Citi wealth head launches AI portfolio intelligence firm

Launched by David Bailin, who has been joined by former colleague Steven Wieting, the CIO Group aims to oversee $11bn of assets by 2030

Benchmark partners with amicable to support advisers with wealth transfer conversations

The partnership focuses on communication frameworks for emotionally charged conversations

WH Ireland wealth sale faces collapse amid investor fury

Investors including the prominent entrepreneur Hugh Osmond have moved to block the £1m sale of WH Ireland’s wealth arm to Oberon Investments ahead of an EGM on Thursday, Sky News learns.

Pictet merges away CHF 600m funds to create ‘Longevity’ strat

The Swiss asset manager is folding its Human and Health funds into one strategy, reflecting the ‘connection between medical innovation and workforce sustainability.’

SJP expands Polaris range with four multi-index funds

Polaris Multi-Index will invest solely in index trackers

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Wealth and Asset Management