Managers of Wealth

Jupiter Asset Management and the “Golden Era” for Active Management

The environment of volatility enhances the added value of asset selection beyond passive investing, benefiting companies that add value to investors

Wealth management firm, controlling £89m of assets, appoints administrators

The FCA continues to supervise LCM and will work closely with the joint administrator

The Thirteenth Family Wealth Report Awards 2026

FAMILY OFFICE CATEGORIES

Britain raises more from wealth taxes than any other rich nation

UK collects 3.5pc of GDP from inheritance, property and capital gains levies

Former Julius Baer India CEO Ashish Gumashta builds new wealth firm with star fund manager Roshi Jain

She exited HDFC Mutual Fund in December 2025 after four years of superlative performance.

10 UBS advisor teams in Arizona named to Forbes Best-in-State Wealth Management Teams list

The Arizona UBS Wealth Management teams are managed by UBS Executive Director Ryan Lurie.

Hedge Fund Billionaire Ken Griffin Warns Wealthy Investors May Not Grasp Private Credit Risks— 'The Real Issue Here Is...'

Griffin also questioned whether wealthy investors fully grasped what they were buying into.

Lombard Odier, a leading private bank for high-net-worth individuals and families

This is where a specialist private bank’s expertise in wealth management, wealth structuring, and international tax strategies can add real value.

First-quarter net profit rises to SGD 2.93 billion as total income reaches a new high, led by record wealth management performance; ROE at 17.0%

These more than offset the impact of lower interest rates and a stronger Singapore dollar.

Top wealth planning strategies for high-net-worth individuals in 2026

With new tax regulations such as the removal of the non-domicile tax regime and changes to IHT and CGT, minimising tax liabilities by employing the most tax-efficient and compliant solutions is essential for HNWIs.

Partners Group invests in fleet expansion of portfolio company North Star, a leading offshore infrastructure services provider

The transaction closed in April 2026. Headquartered in Aberdeen, North Star provides maintenance and emergency response services to the energy industry.

Utmost launches Spring 2026 Navigator

The report found advisers are moving towards integrated, portable solutions.

Amundi: First quarter 2026 results

Inflows at the highest level at +€32bn and net income¹ up +15%² year-on-year

CaixaBank posts a net income of €1.57 billion in the first quarter (+7% YoY), driven by business growth

The bank continues to grow in Spain, having added 372,000 net new customers over the past 12 months, while maintaining strong market shares and improving customer engagement and experience across all channels.

Lazard to Acquire Campbell Lutyens, Creating the Global Leader in Private Capital Advisory

Together, Lazard and Campbell Lutyens represent leading global positions in primary fundraising and secondary advisory, supported by world-class professionals and a track record of execution.

Fifth Third Bank opens private bank office in Birmingham

The launch of Private Bank services reinforces Fifth Third’s commitment to delivering comprehensive, client-focused financial strategies throughout the region.

JM Finn confirms renewal of Surrey County Cricket Club partnership

Contract takes relationship to 25 years: extension includes continuation of naming rights of the JM Finn Stand at the Kia Oval.

Credinvest Bank increases profit

Assets under management increased from CHF 3.5 billion to CHF 3.7 billion.

What’s holding you back from investing?

Millions of people across the UK are doing what feels like the right thing with their money – saving carefully, avoiding risk, and building up cash.

Citi Announces Completion of 22.6% of Sale of Equity Stake in Banamex

Marks Continued Progress in the Divestiture of Banamex

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Wealth and Asset Management