Managers of Wealth

Fund manager issues profit warning after £5.2bn SJP blow to assets

Impax's AUM fell by about a quarter to £25.3bn in the quarter ending March

Where wealth managers are turning for tariff safety

As markets continue to plummet, three wealth managers from the Top 100 share how they're hedging client portfolios.

Jupiter’s Savvides bets on asset manager revival with Schroders buy

The inclusion of Schroders into the Jupiter UK Dynamic Equity Fund is just one in a series of changes Alex Savvides has made since taking over in October.

‘Evolving demand and demographics are weighing on wealth manager tech’

While an opportunity, this impending avalanche has the potential to shake the foundations of the wealth industry, but also to consume private banks and wealth managers unable to adapt.

Simon Gomez: «GenAI and LGT Will Evolve Together»

All of LGT's employees were recently given access to a secure internal chatbot, based on ChatGPT.

Standard Bank sweeps Euromoney Private Banking Awards

With nine wins, including Best Private Bank in Malawi, Tanzania, and Zambia, Standard Bank cemented its leadership in private banking across Africa

StepStone ties up with Swiss private bank on evergreen funds

The alternative asset manager’s range of evergreen funds is to be made available to Bergos’ clients.

Lazard Asset Management Launches Its First Three Active ETFs in the U.S.

This launch represents a significant step forward in making Lazard’s sophisticated investment solutions accessible to more investors

finews.asia Releases 2024 Private Banking AUM League Table

This marks the second consecutive year of growth following a 21.3 percent increase in 2023.

LPL Adds $16B From First Horizon Bank’s Wealth Division

First Horizon Advisors, which has about 110 financial advisors across $16 billion of client assets, will transition to LPL’s Institution Services platform in the second half of this year.

OCBC’s private bank seeks more staff for Greater China expansion

Despite slower economic growth and a deep property crisis, China is seen as having long-term potential for wealth managers.

MKC Wealth buys fund research and advice firm Yodelar

The acquisition of Yodelar, which combines fund and portfolio research with an advice arm, will bring MKC's AUM to £2.5bn.

Why Market Access Remains Important for Swiss Banks

In addition to playing a key role in the domestic market, Swiss banks are exceptionally well positioned internationally.

Impax Asset Management Group plc Q2 AUM update

On 31 March 2025, the Company’s AUM totalled £25.3 billion, representing a decrease of 25.7% over the three-month period.

Barclays Top 100 WM tells clients to be patient after tariff shock

Senior investment adviser Tommy Doan explains how the team are mitigating market volatility in the wake of US trade tariffs.

Aspen Standard Wealth Acquires $2.9 Billion AUM New England Private Wealth Advisors

Aspen creates permanent RIA partnerships by investing in long-term growth and ensuring lasting stability and support.

Praxis Returns to Fund Administration in Jersey Following Regulatory Approval

The operation in Jersey complements Praxis’ existing fund administration services in the Middle East

Invesco eyes £275m price tag for software provider Intelliflo

Aberdeen and private equity firm HG Capital are among those looking at the adviser back-office provider.

St. James’s Place expands financial advisory services in the UAE

The firm has doubled the number of accredited partners in the Middle East to 41

Hg private wealth offering surpasses $1 billion

The fund is now oversubscribed with a queue of clients waiting to access it, leading Hg to implement quarterly subscription caps to maintain its return target.

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Wealth and Asset Management