Managers of Wealth

Tax and Wealth Management: Comprehensive Guide to Effective Tax Management Services

This guide outlines professional approaches to tax management services, capital tax management, tax risk management, and integrated wealth planning.

Private markets in 2026: M&A and wealth to continue driving growth

Private markets have taken a central role in global asset management and 2026 will see greater momentum behind the expansion of this market in the wealth space.

One in and one out on Schroders £13bn value team

Andrew Williams is leaving after 15 years, while Schroders veteran Simon Corcoran has been added to the firm's value franchise.

UBS Group AG: How a Global Wealth Engine Is Re?Architecting Big-Bank Banking

It is a tightly orchestrated platform of wealth management, investment banking, asset management, and retail banking services wrapped in one global brand.

Meeting the evolving needs of high net worth borrowers

Income streams can be diverse and often fluctuate year to year, from dividends, carried interest, rental income, or business profits.

Wealth Enhancement expands with addition of Ascent Private Wealth

Ascent manages over $240m in client assets and has a team of two advisers and one support staff.

Debate Intensifies Over Proposed California Wealth Tax as Some Billionaires Reportedly Leave State

The one-time emergency billionaire tax has been proposed in the name of saving healthcare

The world’s wealthiest families adopt these 7 key habits for success, according to JPMorgan

The wealth management firm found that exercise, consistency, and waking up early are also top contributors to long-term success.

Portfolio managers of three GAM-managed special situations funds publish open letter on Yutaka Giken tender offer

Albert Saporta and Randel Freeman call for full transparency on the fairness analysis and a materially improved price to protect minority shareholders

UK Wealth Management Industry Report 2025: Investor Insight, Resident Savings and Investments, Digital Disruptors, Recent Deals

The UK wealth market offers opportunities in retail savings and investments, with a focus on affluent segments holding significant liquid assets.

Harris Evans Launches Coin and Seed Wealth Management, Partnering with Thoroughbred Financial and Osaic

The firm is founded on a client‑first philosophy, offering personalized guidance through a flexible, advisor‑led model that prioritizes clarity, confidence, and direction.

JTC Private Office Establishes Partnership with SDA Bocconi School of Management

In particular, the JTC Private Office team will work closely with Professor Calabrò to help build and promote the hub’s insights through workshops, events, digital and social media.

UOB’s Long Game: Wee Ee Cheong Bets on Bonsai Philosophy

Wee Ee Cheong recently asked artificial intelligence (AI) to forecast UOB’s market capitalisation 10 years from now.

ING’s Leapfrog in Private Banking: Human Touch Meets Digital Empowerment

As private banking evolves in Europe, ING is carving out a distinctive approach that combines digital innovation with personal guidance.

High street banking giants vie for £2.5bn wealth manager Evelyn

Barclays and NatWest are both through to the second round of an auction of Evelyn Partners, which manages nearly £64bn in assets, Sky News learns.

Season's Greetings from Managers of Wealth

Happy New Year to all

$4.2B SteelPeak Wealth Adds BNY Pershing as Custodian

SteelPeak Wealth, which Emigrant Partners backs, has agreed to use BNY Pershing for its custody and clearing.

Will the US dollar dip further as America's rate advantage fades?

They justified the move by citing a modest recovery in Japan’s economy, a tight labor market, and high levels of corporate profits despite the impact of tariffs.

Wealth Enhancement to Acquire Dent Wealth Advisors, an Independent RIA with Over $340 Million in Client Assets

This partnership marks Wealth Enhancement's first location in Louisiana and will bring the firm's total client assets to more than $132.5 billion.

Nomura : International Wealth Management Opens New Premises in DIFC

This strategy, coupled with the hiring of senior, experienced relationship managers, has led to the successful expansion of the business.

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Wealth and Asset Management