Managers of Wealth

Hong Kong roars ahead as top wealth hub, overtaking Singapore

Nearly 45 per cent of top global private banks say their affluent clients prefer Hong Kong over other wealth management centres: PWMA report

Verso Asset Management to transfer custody to Third Financial in new five-year deal

The deal grows the Nucleus group’s existing relationship with Verso, following the announcement it would be powering The Verso platform earlier this year.

Imperium named as a Top Trust Company 2025 by eprivateclient

This year is the first time Imperium has appeared in the top tier ranking.

Women and wealth: planning around life’s big moments

These demands can slow pension growth and make it harder to “catch up” later, with fewer savings benefiting from compound interest, leaving women in a far less stable financial position than men earning a comparable income.

What’s happening in the UK economy in the lead-up to the Autumn Budget?

The UK wealth management industry has become increasingly global in both outlook and portfolio construction, in order to take advantage of the breadth of opportunities available.

d1g1t Launches New Portfolio Management Enhancements, Expanded Client Management and Investor Tools Aimed at Elevating the Advisor-Client Experience

Platform processes millions of accounts instantly and executes bulk data loading, rebalancing, reporting and billing faster than ever freeing up time and optimizing workflows

Utmost Group announces the successful integration and rebrand of Lombard International

This milestone follows the completion of the acquisition in December 2024 and reflects Utmost’s commitment to delivering scalable, client-centric wealth solutions globally.

Five UBS Pacific Desert Market Financial Advisors Recognized on Forbes’ Top Next-Gen Advisors Best-in-State List

Of the five, Phoenix-based advisor Stockton Schultz was recognized nationally as one of the top 100 advisors in the country and ranked the #1 advisor in Arizona on the Forbes America’s Top Next-Gen Wealth Advisors list.

Wealth Enhancement acquires Wise Wealth

Wise Wealth operates from offices in Lee’s Summit, Rolla, and Liberty.

Coutts increases fees for less wealthy customers – report

The King's bank increases its basic relationship fee for the first time since 2016.

M&G plc Q3 2025 trading update

£1.5bn net inflows in Asset Management from external clients

How low can fund fees go? If the client is SJP, 0.0075%

The 0.0075% fee State Street is charging to run 14 tracker funds for St James's Place is low even by the US passive investment giant's standards.

National Council committee wants to weaken UBS capital rules

It advises that regulations should not exceed those of other international financial centers.

Changing demographics and advancing technology – a new frontier for growth

The economies that embrace automation and AI early, and with strategic intent, are likely to emerge stronger, moreresilient and better positioned for long-term growth.

Barclays survey finds Millennials most bullish on private markets

Barclays Private Bank’s 2025 Private Markets annual report finds that 79% of wealthy investors plan to increase their allocations to private assets, with Millennials leading growth.

Lombard Odier named “Best Boutique Private Bank” at the Citywire Spain Awards 2025

This award reflects our long-standing commitment to excellence and our deep understanding of the Spanish wealth management landscape

Apollo Funds Commit $6.5 Billion to Ørsted’s Hornsea 3 in the UK

Apollo Infrastructure to Become 50-50 Joint Venture Partner in World’s Largest Offshore Wind Farm Project

Old Mill and Brook Financial join Kinbrook as Group’s latest Hub

Both Old Mill and Brook Financial will continue to operate under their respective brands, maintaining leadership, client relationships, and team structures.

Northern Trust Expands Mandate with Avanda Investment Management to Support Monetary

Northern Trust supports Avanda’s full range of funds with the above services

Standard Chartered Global Private Bank expands flagship Global Families Network Forum with Next Gen Programme

90 UHNW families from over 30 markets gathered for 2-day event in the UAE

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Wealth and Asset Management