Managers of Wealth

Julius Baer introduces model portfolios for UK advisers

The offering consists of two types of portfolios: “active” and “passive+”.

Shortlisted for the 2026 Citywealth Brand and Marketing Awards

The Citywealth Brand and Marketing Awards celebrate excellence and outstanding achievement in brand development, strategic marketing and digital innovation across the financial services industry.

HSBC shares surge as wealth management boom offsets profit dip

The final profit figure surpassed analyst expectations of $28.9bn, providing a significant lift to the FTSE 100.

SJP renames £13bn Global Equity fund to reflect lower carbon focus and appoints Acadian

SJP will appoint Acadian Asset Management as the new investment adviser to the fund, replacing the current adviser line-up.

Standard Chartered: Full Year 2025 Results

2025 was another year of strong momentum.

True Potential Wealth Management partners with Oxford Risk to enhance behavioural investor risk suitability

True Potential Wealth Management, one of the UK’s leading wealth managers, has announced a strategic partnership with behavioural risk suitability fintech, Oxford Risk.

Brooks Macdonald Group PLC 2026 Half-year results

“We have momentum and are well positioned for further growth.”

Partners Group announces planned office in Kuwait, expanding its presence in the GCC

The application process for the office is underway, and subject to regulatory approvals, the firm expects to announce its completion and the appointment of a local leadership team in due course.

BIP Wealth secures investment from Constellation Wealth Capital

The investment is intended to assist BIP Wealth in expanding both its organic and inorganic growth efforts.

Stonehage Fleming alts selection boss: There’s risk PE is ‘paying too much’

Mat Powley says too much dry powder in the system is stretching valuations, and that this could put evergreen funds in a vulnerable position.

NBK Wealth wins ‘Best Private Bank in Kuwait 2026’ from Global Finance

Group marks a milestone reinforcing its leading position in wealth management field

Julius Baer launches MPS

Hired Gareth Johnson to build MPS team for active and passive ranges

Valais Cantonal Bank Annual results 2025

At the end of 2025, the balance sheet total amounted to CHF 22 billion

Edmond de Rothschild REIM launches German residential strategy with acquisition of Berlin portfolio

The initial portfolio consists of four residential properties secured through individual acquisitions in highly sought after Berlin micro locations.

Bellevue Group achieves a consolidated profit of CHF 1.9 million for 2025

Against this backdrop, we consistently focused our business model on our core competencies and reduced our cost base.

Hugo Bedford named one of the PAM 50 Most Influential 2026

Hugo has overseen the firm’s expansion to include a new Cheltenham office, as well as further bolstering the firm’s Court of Protection and Personal Injury investing proposition.

DBS and Granite Asia partner for AI IPO fund

The AI IPO fund aims to accelerate the region’s AI ecosystem, and give DBS wealth clients exclusive access to IPOs of AI-driven companies in Asia

Stone Point Capital invests in UK wealth manager Amber River

Steven Scott, the founding partner of Penta Capital, described Stone Point’s investment as “a significant milestone” for the wealth manager.

Consumer Duty 2.0: what wealth managers and PE need to know

For wealth managers, platforms and retail-facing private equity (PE) products, this creates both opportunity and risk.

UBS’ DPM Platform Crosses Key Milestone

In addition, the bank also introduced «UBS My Way Digital» to receive content from the chief investment office or make portfolio changes via mobile.

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Wealth and Asset Management