Managers of Wealth

GBST supports Novia Global’s move to SaaS with Composer platform upgrade

Composer upgrade strengthens Novia Global’s technology foundations and positions the platform for future automation and AI-led capabilities

Iress secures four-year Succession Wealth contract renewal

We’ve built a strong, collaborative relationship with their team, and it’s rewarding to see how our technology continues to play a central role in their success.

Pavilions to portfolios: lessons for bond investors

In the latest monthly letter from our Chief Investment Officer, Fahad Kamal examines the factors shaping bond markets and highlights our latest investment views and positioning.

DBS to launch 18 new wealth centres across the region by 2027 as affluent clients seek closer relationships

Bank will also upgrade 36 of its existing wealth centres over the next 18 months

"The role of emerging markets is becoming much more strategic."

Investors have remained focused on earnings and AI’s momentum, which may well be justified in certain sectors.

Schroder AsiaPacific Fund plc- Half-Year Results

The Company continued to be active in implementing its buyback policy, and the Board remains focused on managing discount volatility and helping to provide liquidity in the Company’s shares.

Cayman Islands cross-border wealth hits US$500 billion in 2025

The report found that the world’s top 10 booking centres attracted nearly 90% of new cross-border wealth flows during the year and accounted for more than 80% of existing cross-border assets.

GAM founding member dies after four-decade career

Jeremy Smouha, who sat on GAM’s board of directors until earlier this year, managed bond, multi-asset and equity funds.

Market Insight by Adi Pane - CARF, the CRS equivalent for crypto

The OECD’s Crypto-Asset Reporting Framework (CARF) represents the first globally coordinated standard for tax transparency in crypto-asset transactions.

NextGen Paris: building knowledge for the next generation of wealth

Over two days, the programme brought together senior leaders and specialists from across the bank to explore the forces shaping wealth management today, alongside the longer-term questions many families are navigating as assets, leadership and decision-ma

Fidelius partners with London law firm on wealth management venture

The new venture will combine Lawrence Stephens’ legal support with Fidelius’ financial planning offering.

Navigating the HNW intergenerational wealth transfer

Financial advisers are working with high-net-worth clients to establish a wealth transfer plan but a Shaw and Partners report suggested they should also be using the opportunity to secure the next generation of clients.

Citi Opens Representative Office in Guyana

The expansion of our unparalleled global network marks a milestone for Citi.

Bedrock’s Advisors Named in the 2026 Spear’s Wealth Management Index

Their inclusion places them among a select group recognised for excellence in advising high-net-worth and ultra-high-net-worth clients.

Corient Completes Acquisitions of Stonehage Fleming and Stanhope Capital Group; Global Assets Surpass US$500 Billion

Corient becomes the world’s largest non-bank wealth manager and multi-family office focused on serving ultra-high- and high-net-worth clients.

Quilter launches targeted support offering via Quilter Invest

Customers are guided through a short, attitudinal-based assessment that considers their investment attitudes, alongside questions that assess their capacity for loss and approach to risk.

Zurich-Based EFG International Targets South Florida in Americas Expansion

Miami serves as a key hub for EFG’s Americas strategy, supporting clients from across Latin America as well as U.S.-based entrepreneurs seeking international investment opportunities.

Zurich-based asset manager establishes advisory board for digitalization and AI

The new body will advise the company on its digital and AI strategy, prioritize relevant initiatives, and support their implementation.

Coutts Crown Dependencies announces new Client Acquisition Team

She will focus on ensuring that each new relationship is introduced with a clear articulation of the bank’s investment offering and strategic outlook.

Nedbank Private Wealth included in The Sunday Times’ UK Best Places to Work rankings

The company has appeared in the listing since 2005.

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Wealth and Asset Management