Managers of Wealth

The world’s wealthiest families adopt these 7 key habits for success, according to JPMorgan

The wealth management firm found that exercise, consistency, and waking up early are also top contributors to long-term success.

Portfolio managers of three GAM-managed special situations funds publish open letter on Yutaka Giken tender offer

Albert Saporta and Randel Freeman call for full transparency on the fairness analysis and a materially improved price to protect minority shareholders

UK Wealth Management Industry Report 2025: Investor Insight, Resident Savings and Investments, Digital Disruptors, Recent Deals

The UK wealth market offers opportunities in retail savings and investments, with a focus on affluent segments holding significant liquid assets.

Harris Evans Launches Coin and Seed Wealth Management, Partnering with Thoroughbred Financial and Osaic

The firm is founded on a client‑first philosophy, offering personalized guidance through a flexible, advisor‑led model that prioritizes clarity, confidence, and direction.

JTC Private Office Establishes Partnership with SDA Bocconi School of Management

In particular, the JTC Private Office team will work closely with Professor Calabrò to help build and promote the hub’s insights through workshops, events, digital and social media.

UOB’s Long Game: Wee Ee Cheong Bets on Bonsai Philosophy

Wee Ee Cheong recently asked artificial intelligence (AI) to forecast UOB’s market capitalisation 10 years from now.

ING’s Leapfrog in Private Banking: Human Touch Meets Digital Empowerment

As private banking evolves in Europe, ING is carving out a distinctive approach that combines digital innovation with personal guidance.

High street banking giants vie for £2.5bn wealth manager Evelyn

Barclays and NatWest are both through to the second round of an auction of Evelyn Partners, which manages nearly £64bn in assets, Sky News learns.

Season's Greetings from Managers of Wealth

Happy New Year to all

$4.2B SteelPeak Wealth Adds BNY Pershing as Custodian

SteelPeak Wealth, which Emigrant Partners backs, has agreed to use BNY Pershing for its custody and clearing.

Will the US dollar dip further as America's rate advantage fades?

They justified the move by citing a modest recovery in Japan’s economy, a tight labor market, and high levels of corporate profits despite the impact of tariffs.

Wealth Enhancement to Acquire Dent Wealth Advisors, an Independent RIA with Over $340 Million in Client Assets

This partnership marks Wealth Enhancement's first location in Louisiana and will bring the firm's total client assets to more than $132.5 billion.

Nomura : International Wealth Management Opens New Premises in DIFC

This strategy, coupled with the hiring of senior, experienced relationship managers, has led to the successful expansion of the business.

CBA to repay $68m in fees to low-income customers

CBA elected to make the repayments after the Australian Securities and Investments Commission issued a critical report in July about the impact of bank fees on customers receiving Australian government concession payments.

MUFG sees risk of Swiss National Bank negative rates if Swiss franc stays strong

MUFG analysts argue that persistent franc strength would increase pressure on the SNB to respond through a combination of renewed currency intervention and potentially reintroducing negative interest rates.

Tailored service and stability: the fundamentals of a swiss private bank

There are many reasons why wealthy individuals choose to live in Switzerland and invest their assets there.

Combined wealth of the world's 10 richest surpasses $2.5T

The combined wealth of the world's 10 richest people has reached $2.536 trillion, with Elon Musk claiming the top spot.

OpenWealth (CaixaBank Group) surpasses €10 billion under supervision and consolidates its leadership in the management of UHNW and family offices in Spain

CaixaBank was the first bank in Europe to launch this service, with a unique value proposition in the market

Prometeia Recognized at the Private Banking Switzerland Awards 2025

Prometeia was ultimately awarded Wealth Management Technology Platform of the Year

Mulino praises ASIC for Netwealth, Macquarie outcomes

Minister for Financial Services, Daniel Mulino, has commended ASIC on its actions against Netwealth after the firm agreed to pay $100 million in compensation over the First Guardian Master Fund collapse.

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Wealth and Asset Management