Managers of Wealth

Giant drops talks to buy wealth group with Swiss footprint

Corient has been one of the RIA industry’s most active acquirers over the past few years.

Iress targets large wealth firms after strong UK results

Group chief executive Andrew Russell said the results reflected a year of “disciplined execution” following the simplification of the business into a more focused wealth and trading software provider.

Northern Trust Expands CLO Middle Office Offering for Institutional Credit Managers and Asset Owners

Enhancement adds compliance and waterfall support to existing loan closing, treasury, and real-time data services.

Betsy Gorton, Partner, Goldman Sachs Asset & Wealth Management

She joined Goldman Sachs in the Global Investment Research group in 2005 as an equity analyst covering gaming, lodging, and leisure.

BPS (SUISSE) - Results for the financial year 2025

The loan portfolio recorded an expansion driven by the mortgage segment, in line with the prudence exercised in the selection of customers and transactions.

Julius Baer introduces model portfolios for UK advisers

The offering consists of two types of portfolios: “active” and “passive+”.

Shortlisted for the 2026 Citywealth Brand and Marketing Awards

The Citywealth Brand and Marketing Awards celebrate excellence and outstanding achievement in brand development, strategic marketing and digital innovation across the financial services industry.

HSBC shares surge as wealth management boom offsets profit dip

The final profit figure surpassed analyst expectations of $28.9bn, providing a significant lift to the FTSE 100.

SJP renames £13bn Global Equity fund to reflect lower carbon focus and appoints Acadian

SJP will appoint Acadian Asset Management as the new investment adviser to the fund, replacing the current adviser line-up.

Standard Chartered: Full Year 2025 Results

2025 was another year of strong momentum.

True Potential Wealth Management partners with Oxford Risk to enhance behavioural investor risk suitability

True Potential Wealth Management, one of the UK’s leading wealth managers, has announced a strategic partnership with behavioural risk suitability fintech, Oxford Risk.

Brooks Macdonald Group PLC 2026 Half-year results

“We have momentum and are well positioned for further growth.”

Partners Group announces planned office in Kuwait, expanding its presence in the GCC

The application process for the office is underway, and subject to regulatory approvals, the firm expects to announce its completion and the appointment of a local leadership team in due course.

BIP Wealth secures investment from Constellation Wealth Capital

The investment is intended to assist BIP Wealth in expanding both its organic and inorganic growth efforts.

Stonehage Fleming alts selection boss: There’s risk PE is ‘paying too much’

Mat Powley says too much dry powder in the system is stretching valuations, and that this could put evergreen funds in a vulnerable position.

NBK Wealth wins ‘Best Private Bank in Kuwait 2026’ from Global Finance

Group marks a milestone reinforcing its leading position in wealth management field

Julius Baer launches MPS

Hired Gareth Johnson to build MPS team for active and passive ranges

Valais Cantonal Bank Annual results 2025

At the end of 2025, the balance sheet total amounted to CHF 22 billion

Edmond de Rothschild REIM launches German residential strategy with acquisition of Berlin portfolio

The initial portfolio consists of four residential properties secured through individual acquisitions in highly sought after Berlin micro locations.

Bellevue Group achieves a consolidated profit of CHF 1.9 million for 2025

Against this backdrop, we consistently focused our business model on our core competencies and reduced our cost base.

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Wealth and Asset Management