Managers of Wealth

Morningstar Appointed by PIMFA as New Sole Index Series Provider

Morningstar Indexes will manage the UK wealth management industry’s key benchmarks from March 2026.

Partners Group delivers double-digit growth in 2025, in demanding market environment

For 2026, Partners Group anticipates USD 26-32 billion in gross new client demand through fundraising.

Swiss private banks must compete on identity, not just reputation

With tradition no longer enough to secure loyalty or growth, Swiss private banks are turning to brand identity as a key driver of long-term performance.

Record 2 million workers to earn six figures in new financial year, dragging more into £100,000 tax trap

This represents a 5.7% increase, or 112,000 people, on the current tax year’s estimate of 1.95 million and is up from 1.218 million in 2021/22.

Schroders Trading Update

The information in this release is unaudited and based on preliminary year-end reporting processes only and may therefore be subject to change.

HSBC Launches Wealth Academy in Singapore

The academy will collaborate with London Business School for advanced learning and, via a newly signed agreement, Singapore Airlines Academy for service excellence and client experience.

Standard Chartered champions the ideas shaping global business with FT Business Book of the Year Award and Bracken Prize partnership

The FT Business Book of the Year Award celebrates the most compelling and relevant business writing of the year, providing insight into the issues shaping the world of work, finance, economics and global affairs

Standard Chartered partners Barings to launch investment grade CLO strategy under VCC Platform

The new strategy aims to provide investors with high‑quality, income‑oriented exposure to investment‑grade CLO tranches through a diversified, actively managed portfolio.

Cathie Wood enters private markets in Europe

Ark Invest has entered into a partnership with German platform NAO to launch an Eltif.

Asset Managers Intensify Product Development Efforts

New Cerulli research highlights active ETFs, private markets distribution, and tokenization stretching product development resources

BlackRock Reports Full Year 2025 Diluted EPS of $35.31, or $48.09 as adjusted

7 million additional shares authorized for repurchase under existing repurchase program by Board of Directors

Creative Planning acquires $1bn Swiss wealth manager

Baseline Wealth Management, with offices in Geneva and Zurich, is Creative Planning's second European acquisition in as many months.

Living or settling in the United Arab Emirates: investment, taxation, and wealth protection

Much of this transformation stems from the rise of private wealth and the central role played by family businesses.

CI Global Asset Management to Acquire Invesco’s Canadian Investment Fund Assets and Form Long-Term Strategic Partnership

As a result of the transaction, CI GAM’s assets under management will increase to approximately C$170 billion.

The 2026 Forbes | SHOOK Best-In-State Wealth Management Teams list

Congratulations to our five wealth management teams recognized on the 2026 Forbes | SHOOK Best-In-State Wealth Management Teams list.

Two wealth management models, one shared future: what Switzerland and Asia can learn from each other

In fact, as client needs evolve, these two models are converging, and the future will belong to institutions capable of combining the best of both worlds.

Pacific Asset Management announces partnership with specialist infrastructure boutique

The new fund will benefit from Pacific’s institutional-grade infrastructure and best-in-class technology and operational resources, providing meaningful efficiencies and pricing power.

Rethinking Family Wealth in an Age of Permanent Disruption

The report shows that the efficient frontier for conventional portfolios is drifting downward.

Granite Bay Private Wealth enters ‘rapidly evolving’ market

Granite Bay is backed by a syndicate of investors and is pursuing a national growth strategy.

William Blair Names New Partners for 2026

This achievement recognizes their exceptional dedication and contributions to the firm while upholding William Blair’s mission, vision, and values to empower colleagues, deliver client success, and engage in our communities.

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Wealth and Asset Management