Managers of Wealth

Aberdeen ends Phoenix admin tie-up with platform Sipp launch

Previously the Aberdeen Wrap platform used a Sipp owned and administered by Phoenix.

Traditional asset managers buying PE firms warned of failure risk

There's been a a wave of consolidation in recent years, but buying an alternatives firm can cause a headache for traditional asset managers.

BlackRock partners with AWS to deliver Aladdin on secure, scalable cloud infrastructure

Aladdin on AWS offers clients cloud choice, scale and innovation

Bank of America says its wealth management clients may put up to 4% of their portfolio in crypto

The firm is endorsing a 1%-4% allocation to digital assets for clients of its Merrill, Bank of America Private Bank, and Merrill Edge platforms.

Swiss firms launch bespoke mandate solution for asset managers

The tie-up between PHIVE and Tindeco lets managers build customised institutional mandates and strategies which systematically track flagship funds.

Standard Chartered PLC – Statement on the Bank of England 2025 Bank Capital Stress Test results

The Group has a diverse and liquid balance sheet, and these results demonstrate the Group’s continued capital strength and resilience to stress.

Global Salon: Goldman Sachs On Multigenerational Wealth And Meaningful Management

The US continues to generate new wealth at scale, and parts of Europe have seen renewed activity in specific sectors.

OCBC Shares Climb to New Peak as Wealth Franchise in Focus

In its recent results, OCBC's profit was supported by record noninterest income and lower allowances.

Broadridge Named a Leader in Wealth Management Technology in IDC MarketScape 2025 Assessment

The IDC MarketScape evaluated 13 worldwide technology providers across two dimensions – Capabilities and Strategy – and Broadridge was named to the Leaders Category for both.

SMA: The case of the new management arriving from America

The remainder are multi-line solutions, less consistent with the "private" spirit they are supposed to embody.

Private bank UBP rolls out VCC fund with S$200 million in commitments

The fund will invest in fixed-income strategies; a second fund to be launched next year will invest in a hedge fund of funds

Coutts to enter private markets in 2026

After holding back from entering the space in recent years, CIO Fahad Kamal said private markets will play a 'meaningful role' in client portfolios going forward.

JP Morgan to double Swiss private banking business by 2030

JP Morgan managed $55.6bn in Swiss private banking assets at the end of last year.

Private banks slow to respond to philanthropic families

As a new era of wealth transfer dawns, charitable giving is being increasingly shaped by a combination of emotional readiness, liquidity events and shifting personal values

Wealth managers warm to evergreen funds as demand for private markets intensifies

New data shows surging advisor appetite for semi-liquid alts despite education and trust challenges.

The £7 trillion wealth transfer that is changing who controls money in the UK

New research from Unbiased shows women are now 45% more likely to have inherited assets, and they are turning that shift into influence.

Nomura Completes Acquisition of Macquarie’s U.S. & European Public Asset Management Business

As disclosed in April 2025, Nomura will bring its private markets business, Nomura Capital Management (NCM), and its high yield business

Foster Denovo extends platform partnership with Third Financial

The model enables firms to take greater control of the products offered, customer experience as well as more of the value chain.

Swiss reject millionaire inheritance tax fearing wealth exodus

The plan ran into staunch opposition from the government and all parties aside from the left.

Switzerland to Remain World’s No. 1 Wealth Center, EFG CEO Says

Switzerland has repeatedly faced predictions it’s losing its vaunted reputation as one of the most welcoming places for the wealthy around the globe.

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Wealth and Asset Management