Managers of Wealth

Wealth managers warn against kneejerk reactions to Budget speculation

Nearly 30 per cent regretted their withdrawal, after speculation that capital gains tax (CGT) rates could be raised to match income tax rates.

Lloyds and Schroders to end UK wealth joint venture, FT reports

Lloyds and Schroders both declined to comment on the report, while SPW did not immediately respond to a request for comment.

Evelyn to migrate 109 WMs to XPlan as ‘Herculian’ tech battle nears end

At S&W, investment managers used Avaloq (although financial planners used XPlan’s previous iteration, Adviser Office).

World Ultra Wealth Report 2025

The World Ultra Wealth Report 2025 provides a unique and comprehensive analysis of the global ultra high net worth (UHNW) population.

Fairstone acquires Norfolk advice firm Allen Tomas & Co

The Dersingham firm, near King’s Lynn, advises more than 260 clients and manages £120m of assets.

Brookfield Wealth Solutions Signs First Reinsurance Agreement in Japan with Dai-ichi Frontier Life

This agreement marks the first Japan-based reinsurance agreement for Brookfield Wealth Solutions after it established a representative office in Tokyo earlier this year.

Dubai’s Rising Role in the Global Private Capital Landscape

Tracing Dubai’s emergence as a hub for global private capital.

Empowering Entrepreneurs and Wealth Creators: The Role of Guernsey’s Private Wealth Industry

Fiduciary professionals in Guernsey also offer specialist advice on environmental, social, and governance (ESG) investment strategies

JP Morgan ditches Nutmeg brand in digital wealth revamp

Nutmeg is being replaced with a new service which will be available on the Chase UK app and as a standalone entity.

Florence Schnydrig Moser: «Private Banking Starts at 1 Million Francs»

Despite consolidation in recent years, there are still around 80 providers in Swiss private banking — competition is intense.

Jim London: Moving away from the Wild West in consolidation

While some lessons have been learned, integration remains a persistent weak spot for wealth management organisations completing M&A deals.

Rathbones warns pension tax fears driving premature withdrawals

A Rathbones survey of investors found that accessing the lump sum topped the list of regrets in the run-up to last year’s Autumn Budget when similar rumours circulated.

JPMorgan to launch DIY platform in UK retail investment push

It will be available directly and via the Chase UK app, offering managed investments, pensions and ISAs.

Profits surge at wealth management group in year it was taken private by PE firm

This was supported by an increase in revenues from £123.1m to £134.1m.

ABK Capital DIFC adds LGT Bank (Switzerland) Ltd. as a new international partner

To develop a strategic offering for its regional clients

IHT changes fuels increase in intergenerational wealth discussion

Flagstone’s latest research revealed 56% have witnessed a rise in clients wishing to talk about the subject.

Leadership and growth: UBP's drivers in the EAM market

SPHERE spoke with key managers from the team to understand how the Bank is responding to the evolving needs of EAMs while consolidating its position as a market leader.

Rothschild & Co named Outstanding Global Restructuring Investment Bank

These recognitions demonstrate our outstanding advisory performance and innovative approach, highlighting the strength of our Restructuring Advisory platform.

CACIB and Indosuez Wealth Management inaugurate new Singapore office to support local and regional growth momentum

Crédit Agricole Corporate and Investment Bank and Indosuez Wealth Management inaugurate new Singapore office to support local and regional growth momentum

SJP puts £2.2bn KKR-run fund under review

Performance across SJP funds has improved, according to the advice firm’s latest assessment of value report, but stragglers – including a KKR-run private assets fund - remain.

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Wealth and Asset Management