Managers of Wealth

How Henri Dunant and the ICRC shaped Lombard Odier

The founder of the International Committee of the Red Cross was well acquainted with the bank's partners at the time.

Farther Partners with SignalPoint Asset Management, Managing $650 Million in Client Assets

SignalPoint was founded as an independent RIA in 2008 with a deeply personal approach to wealth management.

UBS Advisor Team Montage Financial Group Named to Forbes Top Wealth Management Teams Private Wealth List

The team ranked #34 in the nation and is led by Private Wealth Advisors Jonathan Beukelman, Michael Chudd, Mark Geist, Jeremy Keller and Jeff Nemechek.

Soderberg takes stake in advice firm backed by Brooks

Söderberg & Partners has invested in three more advice firms, including Brooks Macdonald-backed Radcliffe & Co.

Two Focus Network Firms to Join SCS Financial, Focus Partners Family Office and OCIO

The move furthers SCS’ Position as a Leader in the Ultra-High-Net-Worth Segment

ASK Private Wealth debuts DIFC office for NRIs, global investors

It is the wealth management arm of Blackstone-backed ASK Asset & Wealth Management Group

Wealth Enhancement Announces Acquisition of Northwest Investment Counselors, LLC, an Independent RIA with Over $673 Million in Client Assets

This partnership marks Wealth Enhancement's third location in Oregon and brings the firm's total client assets to more than $102.8 billion.

Northern Trust Secures Platinum Asset Management Asset Servicing Business

Northern Trust to Provide ‘Front-to-Back' Asset Servicing Solutions for AU$11 Billion Fund

Fairstone adds £4bn assets with acquisition programme

It also enables clusters of independent, self-employed or employed advisers to become business owners in partnership with Fairstone and work together to create a capital event of their own.

Gold shines bright – but is it really a safe bet?

With gold nearing record highs and experts predicting continued growth, 2025 may be another promising year for investors but experts urge caution

Quarterly Flows and FUM update and Intention to Move to the Main Market

Brooks Macdonald does not intend to raise any funds or offer any new shares in connection with the Admission or the publication of the related prospectus.

Integrated Recruits $1B Retirement Plan-Focused Firm

San Diego-headquartered RetirementDNA was looking to grow its presence in the private wealth space.

Quilter Cheviot Europe investment chief Donnacha Fox dies

Fox passed away unexpectedly on 8 January.

The challenges of Wealth Management 4.0

Given this context, investments in technology play a crucial role for industry players, and are estimated to grow next year as well.

Can NextGen tech make wealth management more human?

Adopting as-a-service models and cloud-based technologies allows wealth managers to modernise outdated applications and operations management.

Helvetica Swiss Opportunity Fund now open to public investors and due to be listed on the stock exchange in February 2025, with a view to merging with the HSC Fund

Based on this and the optimisation of the fund completed at the end of 2024, the HSO Fund can be listed on the SIX Swiss Exchange.

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Wealth and Asset Management