Managers of Wealth

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

OCBC Unveils Multi-Billion Dollar Johor Commitment

By the end of 2025, the bank expects to provide at least another 3 billion ringgits in financing for investments into various sectors including real estate, oil and gas, manufacturing and data centers.

Standard Chartered and ALTIOS announce strategic partnership to support international expansion of SMEs in Asia

This collaboration marks a significant milestone in both Standard Chartered and ALTIOS’ commitment to empowering small and medium-sized enterprises (SMEs) with the tools, resources, and insights necessary to scale internationally with confidence.

Where Ninety One's top UK Special Situations fund is finding value

The top performing fund is riding the wave of a significant shift in sentiment shift towards the UK.

HSBC slashes fees for mass affluent clients

Advice fees will drop from 2.75% to 1% for Premier clients in a promotion running until the end of the year.

Wealth managers seek hidden gems in Antwerp

But they were also aware of key challenges and talked urgently about practical pathways towards meeting them.

The Rise of Single Family Offices in Central and Eastern Europe

SFOs offer a centralized structure to manage everything from capital allocation and tax strategy to philanthropy and generational wealth transfer.

Financial planning and wealth management firm expands with its third acquisition

Following the deal, O'Connor is continuing to work closely with Suttons and will be the main point of contact for his clients.

Private Banking from BankDhofar: A bespoke financial experience for the Sultanate’s most discerning clients

Segment has continued to set new standards in an increasingly automated financial landscape

A fast-growing private bank expands its footprint into the Long Island and the New York metro area

The bank has secured temporary commercial space at 175 Broadhollow Road, Melville, NY, and has received approval from its Board of Directors to apply for a new retail space.

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Wealth and Asset Management