Managers of Wealth

BNZ Private Bank investments: WealthNet upgrade

WealthNet provides online real-time access to all your investment and reporting in one convenient location.

Costs of privately schooling next generation set to nearly double

With A-level results day approaching, Weatherbys Private Bank’s annual school fees study reveals the impact of VAT and inflation on private school fees for the next generation.

Flossbach von Storch wants to become more visible in Switzerland

Volume has never been our primary concern, neither in Switzerland nor in Germany, our home market, nor anywhere else.

Titan Wealth losses rise to £44.7m as interest payments mount

The consolidator has continued to rack up losses on the back of interest payments for acquisition debt.

Standard Chartered has launched fourth VCC sub-fund

The fund seeks to capture the best ideas from PIMCO across the whole credit spectrum

UOB Private Bank Next Gen Programme 2025: Empowering future UHNW business leaders in Oxford and London

Held outside of Asia for the first time, this year’s Programme placed strong emphasis on Artificial Intelligence in family-owned business to drive long-term sustainability

Pictet AM's Olivier Monti: «The Future of Asset Management»

The next phase — with the Asset Management Association Switzerland (AMAS) on board — aims to turn the pilot into a new industry standard.

Ex-EdR investment chief finds ‘freedom of choice’ at IAM

Gilles Prince pulls back the curtain of his new role at Blue Box Wealth Management.

AEK BANK: Significant increase in customer deposits and customer loans

The high demand for financing, especially in private residential construction

Jonathan Sorrell becomes Rathbones CEO as Stockton steps down

Sorrell joins as the wealth firm tries to finish off the complex process of integrating Investec Wealth & Investment and get back to growth.

Scotia Global Asset Management announces sub-adviser changes Français

There will be no change to the investment objectives of these funds as a result of these changes.

UBS Expands Wealth Front Office in Hong Kong

In the role, he reports to Adeline Chien, head wealth management Hong Kong Domestic and South East Asia Hong Kong.

VZ Group increases earnings by 9.9 percent

In the first half of the year, the balance sheet grew by around CHF 500 million, from CHF 7.5 billion to CHF 8.0 billion.

Glarner Kantonalbank reports half-year profit of CHF 9.4 million

Glarus Cantonal Bank looks back on a solid first half of 2025.

Permira ramps up efforts to find Evelyn Partners buyer - reports

Evelyn owners Permira and Warburg Pincus have started working with Evercore once more to find a buyer, according the Financial Times.

UBS Global Wealth Management empowers next generation of female leaders in Jersey

Gaëlle, who recently delivered a TEDx talk on shaping the next-generation of women leaders, designed the confidence boosting workshops to help unlock leadership potential among teenage girls.

Franklin Templeton Eyes Private Banking Growth in Asia with Private Markets Focus

The firm has expanded its private markets platform through acquisitions

Tweed Wealth Management expands sports division with London launch

The London base will be led by former professional rugby player and Chartered Financial Planner, Jason Baggott, who co-heads Tweed Sports alongside Ross Penman.

Holistic Wealth: The FCA’s Call to Integrate Property Wealth into Retirement Planning

Products like lifetime mortgages are increasingly helping people bridge income gaps as they approach retirement.

Staying invested remains a strategic lever

American exceptionalism continues to hold its ground amid macroeconomic uncertainty.

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Wealth and Asset Management