Managers of Wealth

WPC announces Top 40 Under 40 Rising Stars 2025

Young leaders are redefining Canadian wealth management—discover the visionaries shaping tomorrow

Hoxton Wealth acquires Manchester-based IFA

The purchase of Manchester-based Haven, which specialises in pensions and investments, builds on the firm’s existing footprint in Liverpool,

Barclays strengthens Middle East presence with strategic expansion into the Kingdom of Saudi Arabia

Barclays’ expansion into KSA advances the bank’s strategic growth across the Middle East

Clifton Wealth adds Wesleyan fund to adviser platform

The move marks a collaboration between the Bristol-based financial planning and wealth management firm and Wesleyan, the UK mutual financial services provider.

Rothschild Martin Maurel expands into the ‘Grand Ouest’ region of France

Rothschild Martin Maurel will deploy an experienced team

Arab Bank Switzerland creates wealth solutions unit for Gonet insider

Brahim Hoxha becomes global head of wealth solutions, a role which he previously held at Gonet.

Arbuthnot Banking Group PLC Third Quarter 2025 Trading Update

The uncertain economic outlook has meant that lending markets have continued to observe thin volumes of business with lenders aggressively competing for transactions by offering low rates.

7IM outflows drop 21% amid record platform sales

The firm said gross sales exceeded £1bn for only the second time, helping push total advised assets under management up 18% quarter-on-quarter to £17.4bn.

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.

1
2
3
…
15
16
17
18
19
20
21
22
23
24
25
…
1599
1600
1601

Wealth and Asset Management