Managers of Wealth

The wealth that money cannot buy

The true source of wealth is not the currency we possess but the productive capacity that created it.

Harbourvest Has No Regrets About Expanding into Switzerland

He also emphasises the diversification benefits that private equity can offer investors.

UK Wealth Management Sector Ranks Mid-Table Globally as Macroeconomic Conditions Weigh on Competitive Standing

The inaugural Avaloq Wealth Management Index scores each market across more than 60 indicators grouped into five pillars: macroeconomic conditions, financial market maturity, demographics, regulatory environment, and technology and digital adoption.

DBS second-quarter net profit up 9% to record SGD 3.08 billion as quarterly total income crosses SGD 6 billion for first time

First-half total income and net profit reach new highs; ROE at 17.5%

Quilter reports record core net flows of £6.0 billion (+32%) representing 9% of opening AuMA (annualised) and adjusted pre-tax profit of £112 million (+12%)

Group adjusted diluted earnings per share was 6.1 pence, an increase of 13% (H1 2025: 5.4 pence).

Liechtenstein’s LGT Aims to Expand its Private Banking in Japan

The wealth manager plans to bolster its local unit by hiring more bankers as needed and training junior staff to meet the demands of the newly wealthy

Flagstar Private Bank announces full implementation of operating model, expanded leadership, and new client capabilities

Strategic evolution deepens client relationships, broadens product capabilities, and positions Flagstar Private Bank for long-term growth

Nour Private Wealth Explains Why The Wealthiest Families Are Redefining the Modern Multi Family Office

As multigenerational wealth becomes more complex, the leading families are seeking integrated advisory models that combine investment management, succession planning, governance, and legacy strategy under one roof.

Solid earnings growth, despite choppy equity markets

The energy and financials sectors and non-AI companies have outperformed as market returns broaden beyond the technology sector.

Aspen Standard Wealth buys Denver advisory firm

Denver PWM services include investment management, retirement planning, tax-efficient planning, and legacy planning.

ODDO BHF acquires International Fund Services & Asset Management (IFSAM)

Acquisition helps ODDO BHF to further build leading European institutional asset

Advent to acquire FNZ Bank, a leading independent wealth management banking and infrastructure provider in Germany

Advent is convinced these structural trends provide a strong foundation for growth and will support FNZ Bank in broadening access to capital market investing across Germany.

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International wealth insurance market expanding rapidly as sales rise 46% over past two years to £53.0bn in 2025

This equates to a compound annual growth rate (CAGR) of 21%, with the two-year view providing a strong indication of the market’s current growth trajectory following post-COVID normalisation.

Moore Stephens launches new brand for private wealth clients

The rebrand is purely cosmetic and there is no change in ownership, control, shareholders, management or board members.

UOB advances wealth ambitions with strategic distribution partnership with Allianz Global Investors

Strategic partnership expands investment access and enhances UOB's advisory-led wealth proposition for customers across ASEAN

Why financial talent will shape UAE wealth management

Skilled advisers, not just capital, will define next frontier, says Capital Haus founder

BDM Wealth Management Hits £50M Milestone, Expands Reach Across Dubai, London and Norway

Dubai-based capital raising advisory firm reports over 30 projects, from SEIS raises to listed companies, spanning loan notes, bonds, equity and IPO mandates

Standard Chartered trains 30 leaders for affluent push

The first cohort spans Singapore, Hong Kong, Dubai and the United Kingdom.

Broadridge and Payward Services Collaborate to Give xStocks Holders a Voice in Corporate Governance

Broadridge’s unified governance platform enables xStocks holders to submit voting preferences for shares underpinning their tokenized equities, closing one of the clearest gaps between tokenized equities and traditional stock ownership

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Wealth and Asset Management