Managers of Wealth

Citi to tap BlackRock for top clients’ wealth management

Wall Street bank to draw on asset manager’s expertise to oversee $80bn in client assets

Oberon Investments eyes acquisition of UK Wealth Management division

The London-based investment management, wealth planning and corporate broking group said it has raised around £1.6 million through the issue of 39.5 million shares at 4.0 pence each.

The Private Office Extends Wealth Management Relationship with SS&C

SS&C supports TPO’s digital-first wealth management platform, along with customer service, dealing, custody, settlement services and Client Assets Source Book (CASS) regulatory support.

Sterlington Private Wealth Team Continues Growth with Additional Practitioners from Morgan Lewis

The team is also actively recruiting to further strengthen its growing practice.

Wealth and Asset Management Leaders Launch Global Study on AI and Transformative Technologies Reshaping the Investment Industry

In-depth and unprecedented global study, spanning 16 countries, will analyze how investment firms will harness AI across their front, middle, and back offices to meet rapidly changing customer and employee needs

Lombard Odier’s UK CEO describes ambitions to “meaningfully grow”

Speaking to TheWealthNet after his first six months in post, Mr Goddard acknowledged his new role is “very different” to his previous one at UBS, where he was head of UK high net worth.

Lombard Odier inaugurates landmark new headquarters in Geneva

As Geneva’s oldest private bank, with almost 230 years of history, the new headquarters represents a strategic step for the Group as it positions itself for future growth.

FS Partners becomes part of the Valtus Group

Swiss customers benefit from global strength with the usual quality

Clifton Wealth adds £146m with pair of acquisitions

The acquisitions bring the Bristol-based consolidator to an AUM of £2.5bn.

Evelyn Partners to kick off sale process next month

Bankers at Evercore are sounding out major banks and other potential buyers for the wealth giant

State Street Corporation and Apex Fintech Solutions Announce Strategic Partnership to Address Growing Global Wealth Market Opportunity

The State Street/Apex partnership will deliver a differentiated, fully digital, globally scalable, custody and clearing solution and experience for wealth advisors and self-directed wealth platforms as well as their clients around the world.

Michele De Michelis, of Frame Asset Management, is our Fund Selector of the month

Michele De Michelis: experience, method, and passion in scouting the best European managers.

Standard Chartered intensifies wealth push

The global bank with deep roots in Asia is sharpening its focus on the wealth business, but success may hinge on closing the gap between ambition and delivery

Brown Shipley cuts costs with ‘planned decrease in staff numbers’

More than 15% of Brown Shipley staff left in 2024 as the private bank looks to manage expenses.

Quilter adds ZEDRA as professional trustee service provider

For some, this will mean the use of a professional trustee service to lessen the burden on family and friends and guarantee the trust is set up and run smoothly and efficiently.

Skybound Wealth launches lifestyle and cashflow modelling tool

Functionality allows clients to visualise their financial future through an interactive roadmap.

Partners Group reports H1 results: management fees in line with AuM growth and increased performance fee guidance for full year

Management fees amounted to CHF 854 million, up 5% year-on-year

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Wealth and Asset Management