Managers of Wealth

Update in relation to Close Brothers Premium Finance business

Focusing on commercial lines will enable us to invest in growth and strengthen our position in the market, while streamlining operations and reducing complexity.

ARK Wealth Awarded "Hong Kong's Best Wealth Management Institution," Diversified Strategy Recognized by International Authorities

This dual recognition not only underscores Noah ARK's continued leadership in the wealth management sector but also marks a significant breakthrough in its global strategic expansion.

French group acquires Kaleido Private Bank

This acquisition increases the group's assets under management to approximately €10bn.

Nutmeg losses hit £40m in 2024 despite £2bn asset boost

Robo-adviser's owner JP Morgan backs company with £100m injection and new portfolio launches.

Chase de Vere’s profits up £32m as firm eyes further acquisitions

Pre-tax profits mark a 24.2% increase from £25.7m in 2023.

How to prepare the next generation for wealth

Providing for your family and ensuring they have access to better opportunities in life is crucial for many people.

Guernsey Finance celebrates quartet of prestigious industry awards

For the second year in a row, the local agency has won an award at the WealthBriefing Wealth for Good Awards, this year for the Sustainability Programme (UK) category.

Derbyshire and Ryley Wealth Management extend partnership

As well as extending the naming rights deal, Ryley Wealth Management also continue to sponsor Derbyshire all-rounder

Investing in unprepared inheritors for lasting family wealth

As trillions change hands, global families are realising they need to invest in a new generation of heirs, often isolated from peers and lacking in self-esteem

HSBC announces Sami Abouzahr as Global Head of Investments and Managed Solutions, Wealth and Premier Solutions

Sami spearheads the bank’s wealth product strategy

Inside the first-half: 30 events, from selloff to snapback

The first half had it all — a blockbuster start, a sharp policy-driven sell-off, and a record-breaking rebound, all before the second act began.

UBS Asset Management launches first active ETF

The strategy, which invests in collateralised loan obligations, is the first in a range of active fixed income ETFs the Swiss giant plans to release.

Zurich independent asset manager crosses the Limmat

Dara Capital relocates 11 minutes across the Limmat.

«Reputation, Trust, And Presence Matter as Much as Investment Returns»

Clients are increasingly sophisticated—demanding institutional-quality advice, global access, and rigorous due diligence.

Schroders launches Global Digital Assets Centre of Excellence in Singapore

Singapore. It will drive thought leadership and the development of best practice through policymaker engagement and industry collaboration across Schroders globally, and the broader asset management industry.

Navigating Uncertainty: How Maybank is Positioning for Wealth Leadership Across ASEAN and Beyond

In this conversation, he shares how Maybank is building a differentiated wealth proposition that speaks directly to this new era of caution, agility, and long-term trust.

BOS implements bank-wide investment process overhaul

Bank of Singapore has developed a new strategic asset allocation framework that will underpin the management of its funds and discretionary portfolio management service.

‘Know your limits’, wealth managers tell fund sales forces

Wealth managers say partnerships with fund houses are shifting away from being purely transactional and the way to earn trust is through understanding limitations.

Finalists for the Australian Wealth Management Awards revealed

The finalists for the Australian Wealth Management Awards 2025 have been revealed, shining a spotlight on the top performers and rising stars across the nation’s wealth sector.

How DBS Turns Insight Into Impact For Wealth Clients

It wasn’t a fluke.

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Wealth and Asset Management