Managers of Wealth

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.

Nomura to Shut Branch in China as It Scales Back Wealth Business

The company’s brokerage subsidiary plans to shut its branch in Zhejiang province by the end of the year

Chilton Trust Offers Suite Of Funds For HNW Investors

These “investment strategies are designed to deliver exposure to investment opportunities that may otherwise be inaccessible to investors.

Macquarie Asset Management wins at the 2025 Financial Standard Investment Leadership Awards

The Financial Standard Investment Leadership Awards recognise investment strategies that showcase qualities investors are looking for in an investment manager.

Brooks Macdonald opens Glasgow shop for ex-RBC Brewin team

The new office is Brooks' 16th regional base and comes a few months after it hired a three-strong team from its rival.

Beyond inheritance: UBS on preparing families, not just fortunes

UBS is guiding families through legacy, values, and complexity with an approach that blends personalisation, education, and purpose.

Swiss proposal mandates UBS to boost capital by $26bn

UBS has been given a timeframe of six to eight years to comply after the legislation is enacted.

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Wealth and Asset Management