Managers of Wealth

LGT eyes Swiss onshore clients for next growth phase

Swiss markets head Bertrand Merkli talks expanding in Romandy, the power of prime locations and what appeals to family offices.

First Wealth launches Sports and Entertainment arm to business

Recruitment for new division to lead expansion of planning business to sports and music stars.

What Makes a Great Private Bank? – Here’s What the CEOs Say

Opinions differ on what defines a good private bank in this environment.

VG Celebrates Two Rising Stars in eprivateclient NextGen Leaders 2025

They have 20 years between them and have successfully demonstrated their superior level technical and people skills and have enjoyed rapid career progression at VG.

EIB triples financing for banks to provide liquidity to SMEs in the supply chain of Europe’s defence industry, signs first deal with Deutsche Bank

The EIB is also triggering the new facility through an inaugural agreement with Deutsche Bank, providing long-term liquidity earmarked for security and defence investment projects.

Julius Baer Group Ltd. to redeem Perpetual Tier 1 Subordinated Bonds issued 25 June 2019 on first call date

Julius Baer assesses redemption and refinancing decisions on an individual basis, weighing economic considerations such as prevailing market conditions, regulatory capital requirements, and its own capital planning.

Norges Bank and Banca Mediolanum to back Mediobanca's bid for Banca Generali

It must gain shareholders' approval to pursue the Banca Generali deal in a meeting next Monday, June 16.

StanChart: UAE Becoming Important Wealth Contributor

In December last year, Standard Chartered announced its target of attracting $200 billion of net new money over the next five years for its wealth management unit.

Nordnet Launches Major Private Banking Initiative – Aims to Become a Leader in Sweden

In addition to the new customer categories, Nordnet's Private Banking service has received a new design, updated prices for stock trading, and a progress bar showing the customer's position between the different categories.

Harneys wins Specialist Wealth Management Award from WealthBriefingAsia

The awards celebrate the best in the wealth management industry, recognising outstanding achievement, innovation, and excellence across various categories.

LGT recognised at the PWM Wealth Tech Awards 2025

At the 2025 awards, LGT – participating for the first time – was recognised as Best Private Bank for ESG Technology.

Oakglen Wealth acquires Homebuyer Financial Services Limited

This strategic acquisition will expand Oakglen Wealth’s offering for clients to include comprehensive financial and retirement planning, alongside its core wealth and investment management services.

Marsh McLennan’s Mercer to acquire Fundhouse

The acquisition will strengthen Mercer’s capabilities and expand its presence in the UK wealth management sector

Brooks Macdonald launches Retirement Strategies to deliver clarity, choice, and confidence to advisers and clients

These strategies address the growing need for hybrid retirement products that combine sustainable income with growth while catering for different individual circumstances and levels of complexity.

Tatton AM sees record £3.7bn inflows

AUM also increased by 24%

Amundi plans 50 layoffs in Italy by year-end

The cuts, which represent 13.8% of the Italian staff, are part of Amundi's strategy to meet savings goals.

Swiss bank customers: Dissatisfaction with interest rates is the greatest

In this year's representative online survey, the comparison service moneyland.ch examined the satisfaction of the Swiss population with their banks and banking products.

Aspen Wealth Management Named a Gold Winner by Fort Worth Star-Telegram’s 2025 DFW Favorites.

The team at Aspen Wealth Management are dedicated to helping clients achieve their financial aspirations through personalized financial planning, tax planning, investment management, and retirement strategies.

Mobile millennial millionaires pose threat to wealth managers

Private bankers are adopting new strategies to retain rich young clients

More people managing personal wealth through active, bespoke investment management services

Almost all (93%) wealth managers and advisers who offer a bespoke investment management service typically use it to manage no more than a quarter of a client’s wealth.

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Wealth and Asset Management