Managers of Wealth

Wealthspire Launches Season Four of Great Aspirations Podcast, Showcasing Stories of Philanthropy and Purpose

Season four features athletes, philanthropists, and community leaders whose stories highlight how generosity creates lasting impact

UK wealth manager Norman K opens Luxembourg office

The Luxembourg subsidiary will be led by Nicolas L’Hermite as CEO, supported by newly-appointed sales director Nicolas Mayer.

Merit Financial Advisors Acquires SSC Wealth LLC, Forms Strategic Partnership with Leading CPA Firm, SSC CPAs + Advisors

Clients benefit from direct collaboration between their financial advisor and CPA, reducing friction, improving coordination, and creating a more holistic planning experience.

AI wave spurs structured products surge at private banks

Driven by AI themes and volatility strategies, private banks report surging structured product volumes as clients pivot toward yield and defensive positioning.

Vontobel opens new UK headquarters in London's "Walkie-Talkie" building

With this move, Vontobel underscores its long-term commitment to the British market.

The Intelligent Allocator: Geopolitical fear travels faster than capital

‘The Geographical Pivot of History’, which laid the foundations of modern geopolitics through his ‘heartland theory’.

Tactical liquidity that serves your holistic wealth strategy

Incorporating liquidity into your broader portfolio could enhance both your flexibility and your scope for planning.

The Housing Association Pension Fund Foundation selects Van Lanschot Kempen as fiduciary manager

SPW manages the pensions of all employees covered by the Woondiensten collective labour agreement.

Cayman Islands private trust companies

This briefing provides a guide to Cayman PTCs, including their key benefits and the regulatory requirements they must meet.

Aberdeen launches three Article 8 enhanced index funds

The funds, based on an existing UK strategy, invest in world, US and European equities.

Markets in Review for 2025

Finally, as the Fed attempts to carry out its mission to control inflation, it must also contend with a job market that, while remaining relatively steady, should not be considered robust.

Investment management and wealth

A double-edged sword - opportunities and risks

Klay Capital bets on advisory-first model

As the UAE’s wealth industry evolves beyond product-driven private banking, Klay is positioning itself for 2026 with an institutional platform built around advice, risk discipline and global asset allocation.

Titanbay establishes Swiss Advisory Board to support regional growth

The Swiss Advisory Board will act as a strategic sounding board in the country, bringing local market insight and industry expertise to support Titanbay’s continued expansion across Switzerland and the wider EMEA region.

Rothschild Martin Maurel continues its regional expansion with a new office in Nice

It is Rothschild Martin Maurel’s eighth office in France and the third in the Provence-Alpes-Côte d’Azur region, after Marseille and Aix-en-Provence.

REITs may be worth another look in 2026, advisors say

Real estate investment trusts underperformed the overall market last year, but wealth managers say they may be worth another look in the coming months.

Former partners lead takeover of wealth manager Octogone

Gulf businessman Hareb Al Darmaki’s Almha Capital also becomes a shareholder in Geneva-headquartered Octogone.

Barclays adds to cricket portfolio and Lord’s partnership by becoming principal partner of Lord’s-based cricket team, London Spirit

This partnership strengthens Barclays’ role across all levels of cricket at Lord’s, from elite competition to grassroots development.

W1M becomes FEIFA Gold Partner to strengthen support for British Expat Advisers

This partnership supports W1M’s strategic objective to deepen its engagement with British expat advisers, particularly in key markets such as Spain and Switzerland.

HSBC Establishes AI Partnership for Legal Function

The pilot will bring the AI platform into the bank’s global legal function to support controls and security aligned to regulatory expectations.

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Wealth and Asset Management