Managers of Wealth

Schroders set to adopt all four SDR labels spanning 16 funds

These encompass the ‘Sustainability Focus’, ‘Sustainability Impact’, ‘Sustainability Improvers’ and ‘Sustainability Mixed Goals' labels.

Evelyn Partners announces the sale of its Fund Solutions business to Thesis

The transaction, which is subject to customary regulatory conditions, is expected to complete in the first half of 2025.

Liontrust buys Quilter for £2.8bn Special Situations fund

The wealth firm is among a number of buys as the UK special sits team looks to turnaround the struggling fund.

Barclays scores sport partnership becoming the principal partner of Lord's Cricket Ground

The new partnership with the Home of Cricket joins football and tennis in Barclays’ commitment to professional and grassroots sport

Objectway supports Baader Bank to propel its 'Road to Future' program

By leveraging Objectway’s solutions and expertise, Baader Bank aims to enhance scalability and drive improved business performance.

Curious Shifts Behind the Scenes in Asia's Wealth Management

Both decided to close their Hong Kong offices in relatively short order.

Ruffer to cut a dozen more UK roles

The latest round of redundancies follows the 20 UK jobs that went last year.

Guernsey Finance to update industry on new opportunities

Financial services in Guernsey is worth £1.3 billion to the local economy, which is more than the next 10 industries combined, representing 40% of GVA (gross value added).

The Flower Group launches M&A support service for wealth managers

The service has already made a significant impact, working with eight acquirers and 30 sellers

Titan Wealth expands with acquisition of Advisa Wealth

This strategic move strengthens Titan’s international financial planning capabilities and enhances its presence in the Channel Islands.

Weatherbys’ Private Bankers recognised in the Spear’s 500 Wealth Management Index

The directory features the very best private client advisers, wealth managers, lawyers, and service providers globally, and we are thrilled to have been included.

Delivering Global Private Banking Excellence in Asia

At Morgan Stanley, we believe in delivering “first-class business in a first-class way.”

Private bank-backed equity boutique closes down

Crystal Asset Management specialised in concentrated European equity portfolios.

These Four Swiss Financial Institutions Are Hotly Tipped

They also point out that the outcome of the capital adequacy debate will not only be relevant for UBS.

Utmost Wealth Solutions launches Navigator technical briefing

This edition also welcomes expert contributors from Utmost’s new colleagues at Lombard International with commentary on the implications for EU insurers

OneDigital invests in Canadian wealth manager PWL Capital

PWL will adopt the OneDigital brand while remaining an independent subsidiary under the new partnership.

Report says wealth management M&A peaked in 2024

Deals involving RIAs with $100 million or more in AUM were the most on record, Berkshire Global Advisors says

Georgian billionaire Ivanishvili also wants to sue Julius Baer

His lawyers are accusing the bank of "political blackmail" and want to initiate legal proceedings.

Jets and luxury homes: why private banks are homing in on the ultra wealthy

It plans to “double down on hirings” in the UK and the Nordic

Franklin Templeton pivots to wealth

But his prominent corner of the industry has changed dramatically since then, particularly the wealth management sector, which became his primary focus during 2024.

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Wealth and Asset Management