Managers of Wealth

Building Bespoke Portfolios with Agility

They want guidance tailored to their needs, access to niche opportunities, and investment partnerships that adapt to change.

Geneva wealth manager buys Singapore multi-family office

Jar Capital has acquired longstanding Singapore multi-family office Lyra Capital in a cash and stock deal.

UBP First half-year results 2025

Union Bancaire Privée’s client assets rose by more than 11% to CHF 171.7 billion

Hong Kong’s AUM grew 13% with 81% increase in fund inflows: SFC’s 2024 survey on asset and wealth management business

In particular, the AUM of private banking and private wealth management business grew 15% year-on-year to $10.4 trillion (US$1.3 trillion).

BLKB achieves a solid operating result in the first half of 2025 and expects consistently high distributions

BLKB achieved a solid operating result in the first half of 2025.

Saffery Trust expands global offering with UK trust and corporate services

This expansion brings 50 years of international expertise to the UK market, reinforcing the firm’s commitment to meeting clients’ evolving wealth structuring needs.

Man Group to acquire Bardin Hill

Based in New York City, Bardin Hill is an opportunistic and performing credit manager.

Who are the top bosses in wealth management?

Seven senior leaders in the sector feature in FN’s Most Influential in European Finance 2025 list

Utmost launches Summer 2025 edition of Navigator exploring the rise of alternative assets

The Technical Spotlight of the Summer 2025 edition explores the rise of alternative assets and private markets

Mirabaud’s Aeshlimann embraces client evolution amid targeted growth plans

Mirabaud Group senior managing director Lionel Aeschlimann details his growth plans including the digitalisation of the wealth management business

Octopus team sets up sustainability firm Groundswell

Supporting asset management and private market companies move from a siloed sustainability function to an integrated capability

Building Wealth And Protecting It For Business Owners And High Earners

These stories aren’t just headlines—they’re real, painful reminders of why financial literacy and constant oversight matter at every stage of the wealth lifecycle —from accumulation to preservation to transfer.

Zuger Kantonalbank presents successful half-year results 2025

This growth was evident across all business areas and underscores the bank's broad-based profitability.

Signa proceedings: Charges against René Benko for fraudulent bankruptcy

Charges of fraudulent bankruptcy on facts from the insolvency proceedings of René Benko

Sneha Shah: The wealth community in a digital-first world

The recipients of this influx of wealth are primarily millennials and Gen Z

Atlas acquires RIA firm Central Wealth Management

As agreed, CWM founder Eric Heiting will now lead the wealth management division at Atlas

Partners Group reports solid AuM development in H1 and reconfirms full-year guidance

On the client side, we saw solid demand, despite a broadly muted fundraising environment.

Nature-positive investments gain traction

The private sector is providing some leadership, successfully turning nature-based challenges into business and investment opportunities.

Morgan Stanley profits rise 15% as wealth and trading divisions shine

Wall Street bank’s unit serving high-income clients pulled in $59bn of net inflows during the second quarter

Private banks reserve semi-liquids for wealthier clients

Alts selectors are under no illusions that liquidity is guaranteed in evergreen private markets funds.

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Wealth and Asset Management