Managers of Wealth

The 60-year strategy: how long-term wealth planning can empower

A long-term financial plan should ensure your wealth is protected against inflation and is in the best position to grow in the future.

Pontera and Oppenheimer partner to empower holistic wealth management that incorporates clients’ 401(k)s

With Pontera, Oppenheimer advisors can offer their clients an even higher level of wealth management service that facilitates clear insights and coordination across all their investment accounts.

COP29: will AI be mentioned in the final text?

First, the impact of AI on potential climate solutions is now more concrete than ever.

The Miracle of Lugano

Over the past three years, the region has proven to be a solid base for the development of financial activities of all kinds, not least under the committed patronage of the city of Lugano.

Succession Wealth acquires £1.1bn AUA True Wealth Group

The deal marks Succession’s fifth acquisition under Aviva ownership and its third of 2024

Wealth managers are positive about 2025 despite crises and capital market risks

Regulatory risks are considered far more worrying than the ongoing interest rate policy of central banks.

Digital Banking Provider CaixaBank Introduces New Portfolio Construction Service in Spain

This service will be available to all private banking clients, including Independent Advisory and Wealth clients, who asked for it.

Legal & General plans job cuts in asset management unit

The move could see retrenchment of up to 20 investment roles and several support positions.

What’s happening with UBS and Credit Suisse’s legacy mutual funds

The Swiss banking takeover created many crossovers and consolidations among existing strategies. Citywire uncovers where we are and what comes next.

Prominent German banker Friedrich von Metzler dies aged 81

Metzler Bank was established in 1674 in Frankfurt, a city in the west of Germany now home to several large banks.

Polar Capital assets under management increase amid investor demand

Since then, assets under management have grown further to £23.9 billion on November 8, up 5.3% from September 30.

Wealth management industry set for double-digit growth, led by North America

Fintech firms will see strong gains but traditional wealth firms continue to lead

Switzerland is Highly Favored by the Wealthy

Switzerland ranks highly as a preferred destination for HSBC's wealthy clients when considering moving their assets partly or entirely abroad or even relocating permanently.

NBK Wealth named best Private Banking Services in Kuwait 2025

Global Finance announced the winners across various regional categories, drawing on comprehensive evaluations by the magazine’s editorial team.

British Business Bank completes its £250m investment with Schroders Capital under the Long-Term Investment for Technology and Science (LIFTS) initiative

Phoenix’s investment will be made through its new private markets joint venture with Schroders, Future Growth Capital.

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Wealth and Asset Management