Managers of Wealth

Hightower Adds First External Acquisition to Hightower Signature Wealth with $5B Journey Strategic Wealth

Journey Strategic Wealth includes a team of 24 professionals, including 16 advisors, serving nearly 1,000 clients.

Objectway at Frankfurt Digital Finance 2026 – Driving the Future of European WealthTech Through Innovation, Scale, and Vision

A new strategic partnership with Cinven, a renowned global private equity firm, marks the start of an accelerated growth phase

Awakening the sleeping giant

This strategic positioning reflects the very nature of the offering--sophisticated, bespoke and difficult to industrialise. Institutions therefore prioritise the most profitable segments.

WRISE Group Announces Strategic Partnership in Thailand with IFCG

Strategic alliance with the leading Thai brokerage and advisory firm will see both companies expand capabilities to provide institutional-grade wealth management solutions in the country

Wealth manager 'invests in future' with acquisition

Under the terms of the deal – completed for an undisclosed sum – KSP Financial boss Keith Phillips will operate in a consultancy role.

Citigroup: Changing the Game

The Business of Sports

UBS Lobbying Seen as Counterproductive

UBS’s confrontational stance in the dispute over the revision of capital market requirements is viewed in parliamentary circles as unhelpful.

VP Bank increases its annual profit to CHF 47 million

In the 2025 financial year, VP Bank implemented the strategic measures it had announced.

Private Banks Pivot To Serve The ‘Everyday Millionaire’

The data couldn’t be clearer; the fastest-expanding pool of new clients for wealth management is in the $1 million to $5 million band.

Management Consulting Firm Alvarez & Marsal Launches RIA

The new wealth management firm has assembled a team of 20 professionals from Citi, Greenway Wealth Management, Interactive Brokers and Fidelity, among others.

Aberdeen delivers annual profit beat boosted by interactive investor

Adjusted operating profit increased 3.5% to GBP264 million from GBP255 million, slightly ahead of GBP261 million consensus.

7IM strengthens advice arm with CPN deal

It also manages two OEIC funds with approximately £400m of assets under management via CPN Investment Management LLP.

Fidelity® Expands Alternative Investment Resources for Wealth Management Firms With New Model Portfolios and Education Program

New turnkey model portfolios offer exposure to private markets, available to eligible RIAs and broker-dealers through Envestnet

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Wealth and Asset Management

Hightower Adds First External Acquisition to Hightower Signature Wealth with $5B Journey Strategic Wealth

Objectway at Frankfurt Digital Finance 2026 – Driving the Future of European WealthTech Through Innovation, Scale, and Vision

Awakening the sleeping giant

WRISE Group Announces Strategic Partnership in Thailand with IFCG

Wealth manager 'invests in future' with acquisition

Citigroup: Changing the Game

UBS Lobbying Seen as Counterproductive

VP Bank increases its annual profit to CHF 47 million

Private Banks Pivot To Serve The ‘Everyday Millionaire’

Management Consulting Firm Alvarez & Marsal Launches RIA

Aberdeen delivers annual profit beat boosted by interactive investor

7IM strengthens advice arm with CPN deal

Fidelity® Expands Alternative Investment Resources for Wealth Management Firms With New Model Portfolios and Education Program

Walker Crips looks to grow business as PhillipCapital takeover completes

UAE attracts global wealth as private banking enters new growth phase

Further recognition for Hawksford Private Client Services Head

Van Lanschot Kempen launches second private equity fund focused on North America

J. Safra Sarasin Group completes the acquisition of majority stake in Saxo Bank

BOV Asset Management funds deliver positive results in a volatile year

Raiffeisen Switzerland sells large portion of its Leonteq shares