Managers of Wealth

Broadridge’s Shareholder Disclosure Hub Migrates to AWS, Boosting Global Reach, Resilience and Security

Enhances performance and scalability, expands multi-regional market coverage and accelerates innovation for clients

Advisers risking £7trn opportunity as majority ignore Great Wealth Transfer

This is despite the transfer of wealth being predicted to reach £7tn over the next 30 years in the UK alone.

Stephenson Harwood wins ‘Legal Provision Firm of the Year’ at the WealthBriefing MENA Awards 2025

This award reflects the team’s continued leadership in the private wealth sector and highlights its exceptional ability to deliver innovative and strategic advice to clients with sophisticated cross-border needs.

MAI Capital Management Acquires Lowe Wealth Advisors

LWA serves high-net-worth individuals and families, including business owners, entertainers and foundation and endowment trustees.

World’s Best Private Banks 2026

Instead, across all tiers of the business, demand for increasingly complex personalized services, asset protection planning, and access to new markets presented both an opportunity and a challenge for the industry.

QIB’s Private Banking Team earns CISI certification in international investments and securities

This achievement positions QIB among the first banks in Qatar to have a fully certified Private Banking team

AI simulation gives wealth managers a crystal ball

AI simulation, combined with behavioural modelling, is helping wealth managers predict client behaviour, test decisions in advance and stay ahead in a fast-changing market

The University of Oxford and UBS join forces to launch the Oxford-UBS Centre for Applied AI to pioneer research and innovation

The University of Oxford and UBS are proud to announce the launch of the Oxford-UBS Centre for Applied Artificial Intelligence (AI).

Private equity investment can be ‘enormous benefit’ for wealth sector

For some in wealth, the net effect of this cash influx has been positive

Invesco and LGT Capital Partners forge strategic partnership to expand access to private markets for U.S. wealth and retirement investors

Multi-alternative private markets solutions expected to provide investors with access to the full growth potential of the global economy

Channel Islands shortlist announced for Citywealth Magic Circle Awards 2026

The following companies in the Channel Islands, with offices in Jersey and/or Guernsey, have also been shortlisted for awards

Private bank UBP rolls out VCC fund with S$200 million in commitments

The fund will invest in fixed-income strategies; a second fund to be launched next year will invest in a hedge fund of funds.

Knight Frank Establishes New Private Office in Australia to Serve Expanding HNW Segment

The office will be led by partner Ari Petrovs and supported through Knight Frank’s partnerships with McGrath Estate Agents in Australia and Bayleys in New Zealand.

JBWere clients to benefit from new BlackRock risk and analytics offering

The advanced risk management and portfolio construction capabilities are set to complement the tailored advice that has been JBWere’s signature strength for 185 years.

UK Autumn Budget 2025: our wealth planning experts share their insights

James Gladstone, Head of Wealth Planning, and Jonathan Brownlow, Wealth Planning Director, shared their thoughts on the impact of the latest UK Autumn Budget for clients.

This is how UK wealth managers should be preparing for 2030

PODCAST: Alistair Shipp, Capco’s wealth management lead, says upskilling will be critical as firms gear up for the wealth landscape of 2030.

Where’s the Money: why Korea’s US$2 trillion private wealth is flowing from Seoul to Silicon Valley

In the Where’s the Money series, we speak with industry experts about the trends and ideas impacting Asia’s wealth and financial markets

Barclays tipped to bid for Evelyn Partners – report

Royal Bank of Canada, Lloyds and NatWest are also in the frame to bid for the private equity-owned wealth manager by Wednesday this week.

Amati Global Investors secures its independence with a buyout of Mattioli Woods

Reflecting the ongoing evolution of these funds, Amati is pleased to announce the appointment of Georges Lequime, fund manager on the Strategic Metals Fund and Mikhail Zverev, fund manager on the Global Innovation Fund, to the Amati Board.

The $124 trillion Great Wealth Transfer is intensifying as inheritance jumps to a new record, with one 19-year-old reaping the rewards

That includes 15 members of two “German pharmaceutical families,” with the youngest just 19 years old and the oldest at 94.

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Wealth and Asset Management