Managers of Wealth

Financial Synergies Wealth Advisors Partners with Local Advisory Practice

The strategic integration of the advisory practice builds on a longstanding relationship with the firm that spans more than three decades.

FNZ exits private wealth player in management buyout

Paua’s management, led by co-founders Donna Nicolof and Chris Glackin, has acquired FNZ’s circa 25 per cent stake in the financial planning business, ending the PE-backed giant’s three years on the shareholder register.

Entrepreneurial wealth in motion

As we navigate this landscape, Guernsey continues to offer a calm, stable and forward-thinking jurisdiction for wealth management - a valuable constant amid global change.

Structuring Beyond Borders: How Greater China’s Wealth Planners Are Evolving

At a recent Hubbis event in Hong Kong titled “The Future of Wealth Planning in Greater China,” a panel of senior industry participants examined the region’s rapidly transforming landscape.

Swiss Private Wealth Update: Inheritance Tax Referendum, Trust M&A and PTC Planning

Switzerland is grappling with a controversial inheritance tax initiative at the same time as its trust and wealth industries consolidate and international competition for mobile UHNW capital intensifies.

Raiffeisen Bank International and ODDO BHF deepen partnership in mergers and acquisitions for clients in Austria, Central and Eastern Europe

Expanding ODDO BHF’s sector expertise in corporate finance in the areas of energy, infrastructure, and consumer

Standard Chartered plans to reopen private bank in Switzerland – report

This news follows the bank’s winding down of its Swiss private banking arm about a decade ago after it failed to find a buyer for the business.

The Real AI in Wealth Management: Alternative Investments’ Moment

Advisors are committed to expanding access to alternatives for clients who demand them, but the roadblocks are real.

Banks risk losing $170b if AI adoption lags

But longer term, AI may erode bank profitability as customers turn to AI agents.

Tideway nabs former SJP adviser for wealth management team

Gilfillan was at SJP for six years, most recently at Futura Financial Partners

Nedbank Private Wealth launches NexLegacy initiatives to tackle the wealth transfer challenge

Nedbank Private Wealth is now addressing this issue with the launch of its NexLegacy initiative

Schroder Income Growth Fund plc - Full Year Results

This year marks the 30th consecutive year of dividend increases, maintaining AIC dividend hero status and demonstrating a resilient investment approach.

BNP Paribas WM Establishes AI Center in Singapore

Focus will be placed on co-developing generative and predictive AI solutions for portfolio analytics, onboarding and advisory automation.

Stable market conditions in the canton of Bern

The ongoing imbalance between high demand and declining construction activity is increasingly leading to a housing shortage in the Canton of Bern.

Asia Rich Lack Succession Plans as Wealth Nears $99 Trillion

They found that many only make plans when forced to, with 37% waiting for a health crisis and 43% acting only when business circumstances demand it.

Banks rehire retired employees to tap veteran expertise in wealth management

Many of them work in asset management, compliance, loan review and antifraud departments, where human expertise remains more critical than artificial intelligence technologies.

Citi Tops J.D. Power Mortgage Origination Satisfaction Study

Citi won the #1 ranking in J.D. Power’s 2025 U.S. Mortgage Origination Satisfaction StudySM

Farrer & Co advises James Hambro and Partners on minority investment by Bixby Wealth Solutions

The transaction involves Bixby acquiring equity from JH&P’s external shareholders and select founding-generation partners, alongside a direct capital injection into the business.

How AI Hyper-Personalization Can Transform Wealth Management In The Mass Affluent Segment

These technologies promise to harness automation and data, allowing advisors to serve more clients in a highly individualized way without sacrificing the human touch that builds trust.

Howden to acquire the employee benefits consultancy arm of Evelyn Partners

The acquisition strengthens the scale of Howden’s corporate health and employee benefits offering in the United Kingdom and is an additional step forward in its strategy to invest in expertise for the benefit of clients.

1
2
3
4
5
6
…
1588
1589
1590

Wealth and Asset Management