Managers of Wealth

AFH Wealth Management publishes first IFA acquisitions white paper

The landmark paper features the results of an independently run survey, which sought the views of IFA owners, management teams and senior advisers across the UK.

$2bn Vontobel credit flagship outwits 'Pavlovian dogs' to double assets

The Vontobel Credit Opportunity fund's team speak with Citywire about what they foresee in the months ahead.

Financial Synergies Wealth Advisors Partners with Local Advisory Practice

The strategic integration of the advisory practice builds on a longstanding relationship with the firm that spans more than three decades.

FNZ exits private wealth player in management buyout

Paua’s management, led by co-founders Donna Nicolof and Chris Glackin, has acquired FNZ’s circa 25 per cent stake in the financial planning business, ending the PE-backed giant’s three years on the shareholder register.

Entrepreneurial wealth in motion

As we navigate this landscape, Guernsey continues to offer a calm, stable and forward-thinking jurisdiction for wealth management - a valuable constant amid global change.

Structuring Beyond Borders: How Greater China’s Wealth Planners Are Evolving

At a recent Hubbis event in Hong Kong titled “The Future of Wealth Planning in Greater China,” a panel of senior industry participants examined the region’s rapidly transforming landscape.

Swiss Private Wealth Update: Inheritance Tax Referendum, Trust M&A and PTC Planning

Switzerland is grappling with a controversial inheritance tax initiative at the same time as its trust and wealth industries consolidate and international competition for mobile UHNW capital intensifies.

Raiffeisen Bank International and ODDO BHF deepen partnership in mergers and acquisitions for clients in Austria, Central and Eastern Europe

Expanding ODDO BHF’s sector expertise in corporate finance in the areas of energy, infrastructure, and consumer

Standard Chartered plans to reopen private bank in Switzerland – report

This news follows the bank’s winding down of its Swiss private banking arm about a decade ago after it failed to find a buyer for the business.

UBS delays migration of ultra‑high‑net‑worth Credit Suisse clients – report

The delay interrupts the bank’s integration process and raises doubts about meeting its end‑March target for migration of all clients.

WH Ireland shares soar as wealth peer Team confirms all-share bid

WH Ireland said Team is considering an offer of 0.195 of a Team share for each WH Ireland share.

Finlay Wealth Management Links Up With Children’s Charity

Within just days of launching their campaign, the team has already raised over £4,000 in donations from clients, colleagues, and supporters.

Prepared and Empathetic Advisors Gain More Value Than Ever

New generations and greater diversity are driving a more sustainable, transparent, and ethical approac

The Real AI in Wealth Management: Alternative Investments’ Moment

Advisors are committed to expanding access to alternatives for clients who demand them, but the roadblocks are real.

Banks risk losing $170b if AI adoption lags

But longer term, AI may erode bank profitability as customers turn to AI agents.

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.

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Wealth and Asset Management