Managers of Wealth

M&G acquires €100 million of prime Dutch logistics assets in one of Europe’s top performing market

Three modern assets strengthen the M&G European Property Fund’s logistics footprint and marks its 10th transaction in the Dutch market

In the spotlight – Jonathan Hartley, director of client success, Objectway

Technology is more essential than ever for wealth management as the sector is undergoing change due to demographic shifts, increased regulation and growing expectations regarding digital client experience and engagement.

J.P. Morgan Expands and Sees New Opportunities in Switzerland

It was not that Boettcher had been pessimistic.

Reichmuth & Co. promotes the private banking model as an alternative to the flood of regulations.

It praises Switzerland's sound fiscal and monetary policy but criticizes banking regulation.

Warburg Pincus unveils semi-liquid funds to boost wealth ambitions

The growth-focused investment house is the latest to join the evergreen fund market with vehicles in the US and Luxembourg.

UHNW families prioritise values over inheritance

As the Great Wealth Transfer gathers pace over the next two decades, it seems the most valuable inheritance for many UHNW families might not be money at all

Quilter Cheviot is Proud to Renew its Participation in Greening Jersey for 2026

This is not just about planting trees; it is about restoring nature across a range of habitats from woodlands to wildflower meadows and wetlands.

Nikko AM launches LBO fund

Nikko Asset Management has launched a new leveraged buyout fund in Australia.

Wealth Enhancement to Acquire AEGIS Financial, an Independent RIA with Over $468 Million in Client Assets

This partnership will bring the firm’s total client assets to more than $132.2 billion.

Blackstone,Revolut in talks to collaborate on wealth management – report

The company is also looking to hire a private banker in the UK to manage and support relationships with high-net-worth individuals worldwide.

Wipfli: Wealth Management Executives Bullish on Growth for Next Year

But there are a lot of variables that can impact growth, including how well firms can turn digital investments into real performance gains, according to the advisory and accounting firm.

Wealth managers fight for attractive HNW demographic

In its report 10 Wealth Management Trends 2026 found these HNW clients are those seeking the direct relationship and curated access with their adviser as well as the premium digital experience.

Great Wealth Transfer drives rise in multi-generational planning

Financial advisors are increasingly serving entire families, not just individual clients, as the Great Wealth Transfer accelerates.

Rothschild & Co wins three awards from IJGlobal for its advice on two major franchise deals

Represents the largest port transaction to date in South America, as the leading multi-terminal operator in Brazil including Tecon Santos, the largest container terminal in South America, plus a range of other bulk/liquid bulk terminals

Quilter Financial Planning appoints a further five firms to its network

Each of these businesses shares our commitment to professional, client-focused advice and brings deep local expertise to the communities they serve.

Geneva traders offer quant upgrade to wealth managers

Prism Technologies has rolled out investment solutions to groups ranging from wealth managers to hedge funds and commodity traders.

UAE wealth tops $3.12tn in 2024 as assets surge, shows BCG report

The report also revealed that investable wealth is projected to grow from $942bn in 2024 to $1.34tn by 2029, with a 7.2 per cent CAGR

Wealth Managers Merge at Rapid Pace and PwC Sees Even More Ahead

Reduced financing costs due to the Federal Reserve’s rate cuts have boosted activity, according to the PwC report.

Mirae Asset Securities: Embedding Innovation at the Core of Global Private Banking

Size is not its only strength; the company sees innovation as a strategic imperative—and is pursuing both organic and inorganic pathways to build a financial ecosystem that anticipates the future.

The Intelligent Allocator: Investing like a Viking – portfolio strategy and navigation lessons

The choice is not between active and passive strategies, but rather between sitting indefinitely in cash or investing nimbly with a core strategy that adapts as the world shifts – our analysis offers clear answers.

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Wealth and Asset Management