Managers of Wealth

Julius Baer publishes Annual Report 2025 and Sustainability Report 2025

In between the full-year and half-year results Julius Baer Group Ltd. publishes brief Interim Management Statements

STEP launches Barometer report to spotlight global trends in family wealth and succession planning

The report highlights the value of expertise in a complex world and reveals the key challenges, trends and priorities facing family wealth and succession advisors and their clients globally.

Liontrust Asset Management Proposed Acquisition of River Global Holdings Limited

The Proposed Acquisition is advantageous for Liontrust and RGH and each of the companies' shareholders and clients.

Naro Zimmerman Named in the 2026 Private Client Global Elite Directory

Naro has been included in the Non-Legal Adviser category, which recognises leading advisers from across the private client advisory community worldwide.

Government targeting global private wealth business

A key element of the strategy is expanding Bermuda’s presence in the global private wealth market by targeting the professionals who direct this type of business

Quilter retains top spot in FE fundinfo platform rankings

The rankings assess platforms using a combination of market data and adviser feedback, evaluating factors such as pricing, user experience, transaction processing and due diligence.

UBS' Asia DPM Offering Expands From CS Integration

Many high net worth individuals have historically invested with a strong geographic bias to their home market, leading to greater concentration.

"The quality of our growth has improved."

Of course, the positive market performance supported the result, and there were some one-off effects.

Structures for the Great Wealth Transfer: comparing family succession vehicles

Both structures separate the ownership and control of those assets, but do so in different ways.

British Asset Manager Rapidly Expands Swiss Business

A central pillar of the strategy is the focus on institutional investors such as private banks, pension funds, insurance companies and family offices.

Economic growth in UK becoming a 'pipe dream' after GDP stagnates in January

Services returned to growth in those three months, but quickly stagnated again in January, a potential ongoing concern given the UK’s reliance on that sector.

Opinion: Scale, specialization and personalization will define wealth management

Clients are more empowered than ever — this is a key moment for the Canadian financial advice industry

Leading by example: Showing the value of new challenges

Transitioning from a results-driven, numbers-focused role into leadership.

ABN AMRO and Stedelijk Museum Amsterdam extend partnership by two years

The Stedelijk Museum has consciously chosen to renew the partnership, as both organisations share the ambition to enhance access to art and design in the broadest sense, guided by the principle of equal opportunity.

SJP chief exec FitzPatrick’s pay package dips to £2.7m in 2025

FitzPatrick’s total pay for 2025 was £2.7m, down from £3.5m in 2024.

Vietnam’s New Wealth: How Techcombank is Shaping Private Banking

This shift is creating a new class of affluent and high-net-worth individuals, fueling unprecedented demand for sophisticated wealth management.

Private banks risk missing $113t women’s wealth opportunity

Women may control 40% of investible wealth.

Schroders: Bonds are not only about income

Investors must separate interest rate exposure from credit exposure, says Schroders' Julien Houdain.

Europe’s wealth managers must navigate migration trend

With $5.9tn in transit between generations, inheritance-driven mobility to countries including Luxembourg is increasingly in focus

Abacus Global Management To Acquire a Strategic Minority Investment in Manning & Napier

The SAA is the primary value driver of the proposed transaction, which is expected to create a framework for strategic collaboration between the two platforms while preserving Manning & Napier’s independent operations.

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Wealth and Asset Management