Managers of Wealth

Partners Group targets wealthy with evergreen royalties fund launch

The fund, based on an existing strategy, invests across multiple sectors, including films, music and gas, aiming for annualised returns of 10%.

UBS Asset Management reaches agreement to sell its O’Connor business to Cantor Fitzgerald

The sale includes O’Connor’s six investment strategies with ~USD 11bn in assets under management

Louisa Carruthers becomes Partner at Lincoln

Her promotion reflects the broad impact she continues to have at Lincoln, in addition to her role as Senior Portfolio Manager in our Investment team.

Paragon Capital Management Nets 20-Year Veteran

Based in Singapore, he will report to Paul Lee, co-founder, CEO and chief investment officer as well as Irene Ng, chief operations officer and compliance/risk officer.

How are wealth management leaders positioning themselves for 2025? Insights from Redington’s Tara Gillespie

The shift towards outsourced solutions has been steadily gaining momentum among financial planning firms, particularly those with less capacity and fewer resources for chasing benchmark-beating returns.

Forty-five UBS Financial Advisors in Southern California and Hawaii Named to Forbes Best-in-State Wealth Advisors List

Newport Beach-based advisor Mark Binder was also recognized as one of the top 250 advisors nationally on the Forbes America's Top Wealth Advisors list for 2025.

Evelyn Partners Becomes Official Wealth Management Partner of Saracens Rugby Club

Wealth manager's bespoke education programme will help players from one of the UK’s leading rugby union clubs tackle their personal finances now and for the future – a move designed to level the playing field between the financial outcome

IK Partners stakes Irish wealth management boutique

PE firm aims to help bankroll Dublin-based Kestrel Capital's expansion plans.

Mattioli Woods to merge with Kingswood to create £25bn group

The combined companies will have more than 40 across the UK, with £25bn in assets under administration and advice.

Hoxton Wealth secures over £1M in tax refunds for clients

Hoxton Wealth has achieved the milestone of recovering tax refunds for clients totaling over £1 million in just over a month.

Swiss Banking Between Confidence and Self-Reassurance

Switzerland’s financial center is a global leader in private wealth management – and the country is well-positioned to defend this top ranking.

UBS Global Family Office Report 2025 published: All eyes on the global trade war

The second biggest concern for more than half (52%), was major geopolitical conflict, followed by higher inflation.

Challenges to Asian family transfers leave $5.8tn at stake

Families are increasingly drawing on external expertise to manage succession more effectively, agrees Cherry Ng, head of wealth planning Asia at BNP Paribas Wealth Management in Hong Kong.

HSBC reportedly cuts analyst positions in restructuring effort

This decision also involves the termination of Steven Major, the global head of fixed income research.

RBC’s profit jumps on HSBC deal, wealth management boost

The inclusion of HSBC’s Canadian operations boosted RBC’s net income by $258 million.

JTC Group in Guernsey Named Best Fund Administrator in Global Awards

The JTC Group has had an office in on the Island since 2011

Wale Adebayo Joins J.P. Morgan Private Bank in Birmingham

He joins the firm from Merrill Lynch.

Honoring Excellence: John Cultra's Induction Into Barron's Advisor Hall of Fame

This honor recognizes John’s exceptional career, his consistent presence in Barron’s Top 100 Advisors for over a decade, and his commitment to delivering unparalleled service to clients.

SIX Recognized at Global Custodian Awards 2025

SIX has been strengthening its European custody operations

Asset Management: Lombard Odier Hires Industry Veteran

«We are delighted to welcome Stéphane to Lombard Odier IM,» said Ducat.

1
2
3
…
165
166
167
168
169
170
171
172
173
174
175
…
1691
1692
1693

Wealth and Asset Management