Managers of Wealth

How JM Finn manages the retiring wealth manager problem

The firm asks those looking to retire for at least a year's notice to make sure a new relationship can be formed with a wealth manager.

KKP Partners with Goldman Sachs Asset Management to Elevate Thai Wealth Management Services

Under this strategic alliance, KKP and GSAM will co-develop investment recommendations through model portfolios employing a multi-asset strategy, covering equity instruments, bonds, and alternative assets.

France’s Elite Are Moving to Protect Wealth Before 2027 Election

Macron has actively courted the wealthy to invest and create jobs in the country since coming to power in 2017.

Partners Group seals distribution deal with Italian bank Sella

Clients of the €1.8bn bank will be able to access the PE-focused evergreen fund with a minimum investment of €10,000.

SJP gears up for wealth push as DFM losses narrow

After pumping millions into its Rowan Dartington wealth arm over the last decade, the business is finally close to breaking even.

Imperium colleagues recognised in prestigious industry awards

These awards celebrate outstanding professionals under 40 in the private wealth industry across the UK and Crown Dependencies.

Sumitomo Mitsui and SBI to launch wealth management joint venture

The amount of assets held is also expected to rise by about a third to ¥953 trillion by the end of fiscal 2035 compared with the end of fiscal 2024.

Rich Americans look to London as UK battles non-dom exodus

Roughly 14,000 millionaires left the UK in 2024, but there’s been a ‘significant increase’ in enquiries from wealthy US families willing to take a chance on the City

Baby boomers will pass on a massive amount of wealth; Rochester foundations are preparing for it

They say that if only a tiny sliver of this wealth were captured in the form of charitable giving, the benefits for local communities could be game-changing and enormous.

Blackstone's Solotar: Public/private still 'clunky' for wealth buyers

Joan Solotar says it's not as easy as it seems for wealth firms to weave together public and private assets, and that’s where the alts giant sees a new opportunity.

Saxo's Powerplay: How the digital bank continues to grow in Switzerland

Saxo Bank has grown significantly in Switzerland in recent years.

JTC Strengthens Partnership with TISE Through Comprehensive Scheme of Arrangement Services

As Registrar of TISE, JTC Registrars Limited has consistently provided the full suite of registrar services, including the provision of CREST services.

Back-to-back win for Saffery Trust in eprivateclient Excellence Awards

The firm received a Highly Commended recognition in its first year of entry, followed by three successive wins, including back-to-back success in the most recent years

Former UK Cabinet Minister to Headline Private Wealth Conference

He will be joined by a number of expert speakers at the half-day London event to be held at the Brewery on Tuesday 23 September.

Lazard Releases 2025 Levelized Cost of Energy+ Report

The report explores key aspects of energy generation, energy storage, and system-level considerations while reflecting on developments over the past 12 months. 

Against the industry trend: Small private bank flourishes

In a market where numerous institutions are under pressure and mergers and exits are commonplace, this development seems almost anachronistic.

From data to AI: how wealth managers can evolve to meet rising client expectations

These discussions were organised on the margins of the PWM Wealth Tech Awards, an event that celebrates excellence and innovation in the wealth management industry.

Utmost Wealth Solutions Reports Major Growth Milestones in 2024

Utmost also posted solid financial results, reporting £6.8 billion in gross flows and £190 million in operating profit, while maintaining a 91% client retention rate—underscoring the continued relevance of its offering to intermediaries

Swiss asset managers face margin pressure despite growth

A new report by the Asset Management Association shows industry profitability is increasingly reliant on growing managed assets rather than margin expansion.

JP Morgan tops advisory record

Head of JP Morgan Advisors Phil Sieg adds that these advisors are trusted partners to their clients, and the milestone speaks to the strength of that partnership.

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Wealth and Asset Management