Managers of Wealth

Jupiter to cut another £15m of costs in turnaround battle

The asset manager has identified further cost cuts as part of an ongoing strategic review.

Morgan Stanley Names 11 Individuals as their MAKERS Class of 2025

Nominations were solicited from employees across Morgan Stanley Wealth Management.

Netwealth seeks to reshape relationships with private investors

Reflecting on her 25-year banking career, Ms Ransom says her later move into private wealth brought deeper, more personal relationships.

Saltus to acquire specialist financial planning business Delta Financial Management

The acquisition represents the next step in Saltus’ long-term strategy of expanding its financial planning capabilities through the integration of high-quality, client-centric businesses.

Piguet Galland accelerates its digital transformation with a new platform

The objective is to redefine the banking experience for the clients of Piguet Galland.

UBS Concludes AIC’s Singapore Wealth Edition

Topics covered in the one-day event included how investors, companies and countries can navigate the current global conditions and market environment.

Citywealth Forum 2025 highlights Jersey’s role in wealth management

She pointed out the advantages of Jersey as a leading IFC, such as stability, legal certainty and the excellence of infrastructure.

WealthTHINK Asia 2025: Where Leaders Rethink the Future of Private Wealth

The result was a day of honest, high-impact discussion that may well shape how the industry evolves in the decade to come.

Deutsche Bank and David Lynne honoured as best in corporate banking in Asia Pacific

Top accolades from The Asian Banker include Best Global Transaction Bank in APAC and Global Transaction Finance Leader of the Year

LBT Holdings Ltd. Acquires Gonet Bank & Trust Limited, Introducing Bank of Nassau to Uphold the Finest Traditions of Private Banking

Effective immediately, LBT Holdings Ltd. assumes 100% ownership of Gonet Bank & Trust Limited.

Bridgepoint in talks to buy wealth management firm Finzzle Groupe

The Toulouse, France-headquartered company comprises 11 operating subsidiaries.

BlackRock makes raft of changes to multi-asset MyMap range

World’s largest asset manager unveils one new launch, one closure and the intention adjust an existing strategy in the UK-focused line-up.

HSBC Launches One-Bank Entrepreneur Programs

Asian wealth is largely powered by money from family businesses and entrepreneurs.

JPMAM actively seeking strategic partnerships in wealth management

The partnership is part of a broader relationship that also includes providing Coutts’s clients with information through JPMAM’s Market Insights program.

How to make your business transfer a success story in Switzerland

The first step in any business transfer is selecting the most appropriate structure.

Evelyn Partners launches the City of London’s Finest Corporate Padel Tournament

Wealth Manager becomes founding title partner of the invitation-only Evelyn Partners Padel Cup - bringing the competitive sport to the heart of the City through a multi-year partnership with TTB Sport all in aid of a good cause

Upgrade Lands at a Crucial Moment For UBS

The upgrade lands at a moment when UBS shares have drifted lower in a skittish market, giving investors a timely reminder that the bank’s turnaround story still has momentum.

UBS announces new GWM unit

Ex-Credit Suisse head set to head newly created the UBS 'Strategic Clients and Global Connectivity Unit.'

Fitch Revises UBS Group's Outlook to Positive; Affirms IDR at 'A'

The Positive Outlook also reflects Fitch's expectation that UBS will restore profitability to its sound pre-acquisition levels within the next few years

UBS Global Family Office Report 2025: all eyes on the global trade war

A global trade war ranked as the biggest investment risk for family offices in 2025, followed by major geopolitical conflict, and higher inflation.

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Wealth and Asset Management