Managers of Wealth

The top fund picks from the UK’s best young wealth managers

Citywire reveals the high-conviction fund picks from this year's Top 30 Under 30.

Mercer Advisors Acquires Lewis Wealth Management

Fiduciary-first financial planning firm reinforces Mercer Advisors’ footprint in Denver

RBC Wealth Management survey: A generational look at the Great Wealth Transfer shows financial advisors to play a pivotal role in a smooth transition

Successful wealth transfer requires communication to guide heirs, and financial advisors are uniquely positioned to help families navigate conversations about legacy and values

TrinityBridge: A wealth of energy and ideas clients can count on

Venerable wealth management firm is ambitious for growth in Scotland

Boreal on Growth Path

Over a two-year period, assets under management, client numbers, and headcount have increased significantly.

KGI names Raymond Yeung as MD of wealth management

Raymond Yeung is hired as managing director of wealth management for the China market.

UBS survey shows wealthy women, and the next generation, feel unprepared for the Great Wealth Transfer

The report, capturing perspectives from women at various stages of the wealth transfer process, highlights the urgency for better preparation and communication to ensure a smoother transition.

Schroders sponsored report by Impact Investing Institute identifies long-term investment opportunities for wealth managers in impact space

The new report delivers key insights into the demand drivers for impact investing and how this area of investment can provide value to both clients and wealth managers.

DBS: First-quarter profit before tax at record SGD 3.44 billion

Total income rose 6% to SGD 5.91 billion from balance sheet growth

Leonteq announces changes to its organisation

Leonteq will resize its Executive Committee from 7 to 5 members with immediate effect.

Evelyn Partners trading update for the three months ended 31 March 2025

At the end of Q1 the Group successfully completed the sale of its professional services business as it strategically refocuses solely on wealth management.

Rathbones Group Plc Trading Update

This reflected the broader industry trend of weaker flows into equity, fixed interest and multi-asset funds, with flows leaning more towards money-market funds in the quarter.

Retirement Planning drives demand for bespoke investment services

Around 93% of advisers questioned say that it is driving increased interest in bespoke investment services.

BBVA Opens Its Third International Private Banking Hub in Spain, Following the U.S. and Switzerland

The new unit, based in Madrid, has 5 professionals dedicated to international clients

VCC Structures Are Positioning Singapore as a Prime Global Location for Wealth Management

Among the MAS’s aims for the VCC is to encourage more funds to be domiciled in Singapore and enhance the city-state’s value as an international fund-management centre.

Successful first quarter for Valiant in 2025

Valiant remains on a good course in a volatile interest rate environment and achieved a solid operating result of CHF 53.7 million (-5.7%).

Waverton and London & Capital appoints Nick Hammond to lead the Private Wealth and US Private Wealth businesses

The strategic hire comes as the merged firms prepare to formally unite under a single brand, W1M, in June.

Wealth managers not worried by lack of corporate guidance

Advisors are nonplussed over the growing number of companies suspending earnings guidance due to tariff uncertainty.

UOB’s 1Q25 net profit stable YoY at S$1.5 billion

Supported by broad based income momentum; Prudent stance amid macro uncertainties

Joint Statement from GAM Investments and Fermat Capital Management regarding GAM FCM Cat Bond Fund (BVI)

The BVI Fund will undergo an orderly and managed transition to Fermat.

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Wealth and Asset Management