Managers of Wealth

AFH adds £750m AUM with acquisition of Herts Planner

The Avidity team will integrate with AFH immediately, rather than becoming a subsidiary of the Bromsgrove-based wealth management firm.

Q3 2025 update: net inflows and supportive markets lift AUM to new high

Schroders Capital recorded strong net inflows in private debt and credit alternatives.

HSBC to review retail banking business in Egypt

The review is part of HSBC Group’s ongoing simplification globally.

Coutts assets rise as markets boost wealth managers

NatWest’s bank for the rich has grown assets above £50bn as wealth firms benefit from booming investment performance

Private banks failing to deliver on AI promises

As technology fast becomes a commodity, orchestration is emerging as the hidden component of a successful business model

Global Finance Names The World’s Best Private Banks 2026

Global Finance’s editorial board selected the winners for the Private Bank Awards with input from executives and industry insiders.

Goodbye, tax havens? OECD and EU tightening on new tax rules.

The era when simply opening an account in a “restricted” country was enough to avoid national taxes is over.

Q3 2025 NatWest Group Results

A summary of NatWest Group’s Q3 2025 results.

Affinity Private Wealth partners with Optifi to enhance digital operations

“Affinity’s reputation for values-led client service sets a high bar.

Barclays plays down £20bn exposure to private credit industry

CEO says bank has ‘right controls’ in place despite warnings about industry from IMF and Bank of England

Ashton Thomas Private Wealth Opens New Office in San Francisco

Now with a permanent office location, the team provides bespoke advice to discerning clients enhanced by Ashton Thomas’ suite of industry-leading tax and wealth solutions, including access to state-of-the-art technology, thought leadership and new p

SJP exceeds £200bn in funds under management

Elsewhere, the firm recorded gross inflows of £5.7bn amid transitioning to its simple, comparable charging structure.

Rothschild Wealth Partners Expands Presence in Chicago with Acquisition of Siligmueller & Norvid Wealth Advisors, LLC

Rothschild continues to expand its locations, adding to its presence in Chicago, Glen Ellyn, Oak Brook, Northbrook, Denver, and Nashville.

Swiss-backed private bank snaps up London wealth firm

Turicum Private Bank establishes a footprint in the UK by buying a majority stake in Hassium Asset Management.

Temenos Named a Leader in IDC MarketScape for Wealth Management Technology Services for Investment Advisors

Temenos recognized for strengths in integrated front to back office wealth offering, functionality-rich portfolio management capabilities, and global and local compliance expertise.

Legal threats and ‘weird’ loopholes: A private bank study’s story

How Christoph Künzle’s friendly approach brought some academic transparency to the Swiss wealth management sector.

Praxis named Tier I trust company in 2025 eprivateclient rankings

The 2025 eprivateclient Top Trust Company rankings are based on a survey of over 100 private wealth fiduciary services providers worldwide, with fewer than half making the list rankings across two categories: owner and non-owner managed.

Danantara considers forming $8bn asset manager in Indonesia

Danantara plans to combine the asset management units of PT Bank Rakyat Indonesia (BRI), PT Bank Mandiri, and PT Bank Negara Indonesia (BNI).

&Partners Celebrates Milestone: 100th Advisor Practice Joins Fast-Growing Wealth Management Firm

Unlike many of its competitors, &Partners is uniquely structured as an advisor- and employee-owned firm with a broad distribution of equity.

FCA Review of UK Wealth Management M&A

The findings of the review will be of particular relevance to the PE industry where interest and investment in the wealth management sector has increased over recent years.

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Wealth and Asset Management