Managers of Wealth

JPMorgan, Deutsche Bank position for boom in ultra wealthy families

Top City banks ramp up hiring in key wealth hubs in the US, UK and Europe to cater for a growing class of millionaires and billionaires

UBS Wealth Management USA Restructures Leadership in the Southeastern U.S.

The southeast region, which has experienced a significant increase in wealth in recent years, includes areas such as Philadelphia, Washington, D.C., Charlotte, Charleston, Nashville, Miami, Palm Beach, Naples, and Tampa, among others

Brookfield Oaktree Wealth Solutions Expands UCI Part II Platform, Launches Private Credit Strategy for Wealth Investors

The strategy leverages Oaktree’s extensive credit expertise developed over three decades and through multiple market cycles.

The Swiss Securities Post-Trade Council (swissSPTC) recommends to move to T+1 in October 2027

It is assumed that the EU and UK will adopt the same migration date as a combined migration of CH/FL, EU and UK.

Gold shines brighter than ever

In other currencies, the price of gold had already reached new highs in recent weeks and days.

Fairstone and JP Morgan Asset Management partner on MPS range

Fairstone will seed the new range with over £500m on day one and anticipates that it will drive incremental assets into its MPS ranges of £2bn over the next 12 months.

Dubai lures Chinese banks looking for opportunities in wealth management

The regulator says CICC has been granted a license, having seen an “uptick” in interest from Hong Kong hedge funds.

Wealth in 2025: what is the best strategy?

Wealth firms are evolving to engage families, address intergenerational wealth transfer, and embrace emerging industries.

IQ-EQ wins three awards in 2025 Miami Family Wealth Report Awards

The annual Miami Family Wealth Report Awards recognises the most innovative and exceptional firms, teams and individuals serving the family office, family wealth and trusted advisor communities in Miami, Latin America and the Caribbean.

HSBC opens new branches in India to support wealth management

The bank has also expanded its operations in GIFT City with new premises.

Morgan Stanley Wealth Management Pulse Survey Reveals Investor Views Hold Steady Amid New Year and Administration Change

As with any new administration coming in, potential policy changes can cause uncertainty in the markets

Peter Clark named as one of the 2025 PAM 50 Most Influential

Peter Clark, CEO, has been at the forefront of advancing service-led wealth management solutions for Bentley Reid’s private clients for almost 20 years.

LOIM launches absolute return global macro strategy

The new strategy, DOM Global Macro, is run by a five-person team which joined from Credit Suisse last year.

Goldman Sachs Reports Strong Wealth Management Performance in 2024

With these milestones, Goldman Sachs continues to set benchmarks for excellence in the global wealth management industry.

Quilter reports record core net inflows of £5.2 billion in 2024

The increase of 3% in the quarter reflected net inflows coupled with broadly neutral markets and a positive contribution from Sterling weakness.

A guide to The Spear’s 500: Everything you need to know

The Spear's 500 is the definitive resource for (U)HNWs in search of expert advisers and service-providers.

Manx Financial Group acquires CAM Wealth Group Holdings and CAM Wealth Group

This acquisition aligns perfectly with our objective of enhancing shareholder value while exploring new avenues for growth within the UK’s financial landscape.

Navigating wealth preservation and growth: Insights from Richard Grasby

Richard also highlights the value of transparent, client-focused services and the increasing role of next generation leaders in shaping family governance and succession planning.

Fratarcangeli Wealth Management Secures No. 1 Spot on Forbes' Best-In-State Wealth Management Teams

Firm is the highest-ranked team in Michigan for the third consecutive year

LHV Bank provides £7m loan for Manchester-based family office

The loan was for refinancing existing debt on a multi-let office building in Manchester City Centre.

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Wealth and Asset Management