Managers of Wealth

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.

HSBC AM launches five active equity ETFs

The HSBC Plus Active ETF range utilises a quantitative investment approach, leveraging HSBC AM’s proprietary factor-based stock selection process.

Capital Group partners BOS in bond fund tie-up

The $2.8tn US asset manager has sealed a third private bank distribution deal for its Multi-Sector Income fund.

True Potential drops 7IM from £1.1bn mandate

Revealed: The Newcastle-based advice firm dropped 7IM from five funds due to underperformance.

AI-Personalised Video Technology

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Ameriprise Financial Recognized as Most Recommended Among Wealth Managers in 2025 Kiplinger Readers’ Choice Awards

Kiplinger, a publication known for personal finance advice and news, invited their readers to rate the financial firms they affiliate with on key dimensions of the client experience.

Riders on the storm: managing wealth through turbulence

The UK’s rude awakening to having voted itself out of the European Union back in 2016 feels like a walk in the park compared to the convulsions we have seen more recently.

Wealth management players confirm senior hires

He joins the firm from Affinia Financial Advisers where he was the managing director for eight years, a firm specialising in holistic financial advice and risk.

Miami International Holdings’ Acquisition of The International Stock Exchange Becomes Effective

The cash consideration of £22.50 per TISE ordinary share values TISE at approximately £70.4 million ($91.5 million¹).

Noah Holdings and ARK Wealth Outline Strategic Wealth Allocation Framework for Navigating Market Volatility at Financial Forums in Hong Kong

After 22 years in wealth management, our mission extends beyond selecting the right products for clients

Governance evolution at Indosuez Wealth Management, Crédit Agricole Group’s wealth management subsidiary

This set up has now been strengthened with the addition of three new business line divisions

Binah Capital Group Announces PKS Investments as Finalist in Two Categories for the 2025 Wealth Management Industry Awards

Dual Recognition Underscores Binah’s Unmatched Commitment to Leadership and Operational Excellence

Small bank with a big history: Where is Quilvest heading?

This is a small detail on the city map – both addresses are less than a five-minute walk apart.

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Wealth and Asset Management