Managers of Wealth

Weatherbys head of financial planning achieves rare double

There are just 1,064 holders of the certified financial planner certificate, and 3,110 CISI chartered wealth managers. Very few hold both qualifications.

Wealth transfer requires steep rise in investor knowledge

These key trends are highlighted in the latest global survey of asset and wealth managers from Citi and Create-Research.

EFG International’s subsidiary Shaw and Partners agreed to acquire a 75% stake in New Zealand-based Investment Services Group

This acquisition marks a key milestone in Shaw and Partners’ growth strategy as it formally enters the New Zealand market and strengthens its presence across the broader Trans-Tasman region.

Liontrust insists it is ‘well placed’ despite profit dip

The group posted an adjusted profit before tax of £48.3m, down from £67.4m the previous year.

Wealth managers gear up to put UK savings into private assets

Talks with private capital firms have focused on operational hurdles for retail customers

Former UAE bankers get into wealth management as more millionaires take up residence

'Around 30,000 ultra-rich will call UAE home in next 5 years', says Wealthbrix's Khanna

Patrick Thomson: «Switzerland’s Potential Is Far From Exhausted»

Switzerland has made significant progress in this space—but the full potential hasn’t yet been realized.

Raymond James Ltd. Announces Strategic Investment in Next-Generation Wealth Management Platform

Raymond James Ltd enters into agreement with FNZ to accelerate its digital transformation

Hoxton Wealth Gains Approval to Operate in DIFC

This is a significant stamp of legitimacy and opens doors for more robust operations and client engagement in the region.

Focus Partners Wealth Expands with Acquisition of David Wealth Management

Upon closing, David Wealth will be the second external acquisition for Focus Partners Wealth since its rebrand in January 2025

Deutsche Bank Renews Office Management Agreement

The German lender has various office-related initiatives underway including the goal of achieving net zero carbon emissions by 2050, a global workplace utilization program and improving staff's workplace experience.

Millionaires on the Move: UK Braces for Historic Wealth Flight as Global Migration Peaks

The long-term implications for Europe and the UK’s economic competitiveness and investment appeal are significant.”

Indosuez Wealth Management plans to acquire the “Wealth Management” clients of the BNP Paribas Group in Monaco

This acquisition would enable Indosuez Wealth Management to assert its leading position on the Monegasque market in which it has been present since 1922.

RBC Brewin Dolphin expands MPS with seven new model portfolios

The seven model portfolios will be rebalanced monthly in line with the current MPS range to reflect market changes and the central investment team’s asset allocation decisions.

Triple shortlisting for Saffery Trust for STEP Private Client Awards

The categories assess a broad range of criteria including excellence in client service, innovation, and employee engagement across the private client industry over the prior year.

"Next Gen Wealth Advisor" Decisive Capital Management bankrupt, enters liquidation

The company notably lacked a FINMA asset management license, operating without formal regulatory oversight.

Cosmofunding takes off – Vontobel’s platform sets course for Europe

The company is now taking off – with expansion plans beyond the DACH region.

Henry Chui, Head of Private Wealth APAC at Partners Group, on the private wealth trends in APAC

With the right mix of education, customization, local expertise, and innovative fund structures, firms can capitalize on one of the most dynamic and fastest-growing segments in global finance.

Elevation Point backs new wealth manager Family Office Partners

Family Office Partners, led by a team of former UBS private wealth advisors, manages approximately $2.5bn in client assets.

BlackRock’s Cohen: We are as strong as our rivals on private markets

Chief product officer Stephen Cohen says the world’s largest asset manager is ready to go toe-to-toe with alternatives giants

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Wealth and Asset Management