Managers of Wealth

Clifton Wealth Partnership makes appointment for new M&A role

He has also worked in both advisory and paraplanning roles throughout his career.

Pembroke Private Wealth Management Ltd. Announces Portfolio Adviser Change and Termination of Class F Units Distribution for Pembroke International Growth Fund

There is no change to the investment objective of the Fund.

JPMorgan Sues Former Bank Branch Advisor Who Left for Morgan Stanley

The suit asks that she be barred from soliciting former JPMorgan clients while FINRA arbitration proceedings play out.

Quilter expands footprint in Northern Ireland adding newly launched PHW Wealth Partners to its advice network

The team brings extensive expertise in investment management, retirement planning, and tax-efficient wealth strategies, having worked in the financial services sector for a combined 60 years.

London & Capital and Waverton Investment Management unite as W1M as the firm pursues ambitious growth beyond £21 billion AUM milestone

The firm has now set itself the target of expanding its market share and becoming the preeminent wealth and investment manager for high net worth and ultra-high net worth clients, charities and institutions.

Baloise in Switzerland successfully expands insurbanking in the 2024 financial year

The combined ratio fell by 6.7 percentage points thanks to an improved claims environment.

2025 Wealth Industry Survey: The eve of disruption

Increased client demand for broader services and access to more sophisticated investments raise the stakes even further.

The BlackRidge Group Named to Forbes Magazine's Best-In-State Wealth Management Teams

To be named to this list recognizes The BlackRidge Group’s professionalism and dedication to the needs of their valued clients.

Proxy advisory firm ISS opposes Julius Baer board pay package

ISS said it objected to the compensation for the board, which is due to be reduced to eight from nine members, being increased in order give the chairman more.

CFRA Research Chosen by LGT Private Banking as Exclusive Global Equity Research Provider

CFRA provides LGT’s investment professionals with industry-leading global fundamental equity research through their MarketScope Advisor Platform and product shelf.

How private assets can play a key role in long-term investment plans

Private assets can play a key role in long-term investment plans, with potential benefits both in terms of better risk-adjusted performance over traditional asset classes and enhanced diversification.

HSBC to back Chinese companies in their global expansion plans, CEO Elhedery says

With continued investment, China is poised to lead the future of technology-driven, resilient, and sustainable supply chains, Elhedery says

TISE reports record turnover, profit & EPS for 2024

The International Stock Exchange (TISE) has reported record turnover, profit and earnings per share for 2024.

ADIB strengthens wealth management capabilities with key appointment

Basit brings nearly two decades of experience in wealth management and capital markets across leading global financial hubs

Pimfa WealthTech and Morningstar invita applications for AI TechSprint

Access to high-quality data, robust evaluation metrics, and seamless integration tools remains a barrier for many looking to leverage AI effectively.

Generali Asset Management’s Edoardo Del Bosco to speak at FundsTech Forum 2025

He also serves as vice president of the digital committee at Assogestioni, Italy’s asset management association, where he contributes to shaping the industry’s digital evolution.

DWS and Deutsche Bank launch private credit cooperation

The partnership is agreed with Deutsche Bank as DWS seeks to accelerate growth in its alternatives franchise.

Alpen Partners is one of Citywire Switzerland’s TOP 50 Independent Asset Managers 2025

Being included in this prestigious ranking highlights our expertise in navigating complex global markets while always putting our clients’ needs first.

The ex-LGT Wealth duo trying to disrupt wealth management

Fintech wealth firm Cadro, set up by former LGT Wealth partners Nataša Williams and Jordan Buck, aims to overturn transparency problems within wealth management.

Waverton celebrates double victory at the 2025 PAM Awards

Waverton was also shortlisted in two more performance categories for our Growth Portfolios and Total Wealth Planning - HNW.

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