Managers of Wealth

Nextalia Said to Explore Sale of Italian Wealth Firm Firstance

Milan-based buyout firm is working with Rothschild on deal

OCBC Group Full Year 2024 Net Profit grew 8% to a Record S$7.59 billion

S$2.5 billion capital return over two years

St James’s Place passes £4.6bn multi-asset mandate to Royal London AM

The multi asset strategy will be adjusted through time in line with the fund manager’s active strategic and tactical asset allocation views.

EFG publishes agenda for its Annual General Meeting 2025

This represents an increase of 9% compared to the dividend for the 2023 financial year.

BPS (Suisse) with record result

These are the best results that BPS (Suisse) has ever achieved

Jupiter Asset Management receives Capital Markets Services License from the Monetary Authority of Singapore and broadens global retail coverage

The MAS approval marks a significant expansion of Jupiter’s international remit and will be an important milestone for its offerings to clients in Asia - a priority growth market for the firm.

Flanks raises €14 million to automate wealth management for next-gen advisory

The round was led by Motive Ventures, joined by Battery Ventures and existing investors Earlybird, JME Ventures, and 4Founders Capital.

Japan’s Mitsui Boosts Australian Family’s Wealth By $5.3 Billion

Mitsui was an early investor in Australian resources

Standard Chartered adopts ICC’s Sustainable Trade Finance Principles

First international bank to fully align to the industry principles

Barclays Private Bank's UAE CEO: 'This is the year of execution'

The UAE business has performed well in terms of AUM growth since the pandemic made Dubai a hot destination for wealth migration, Barclays boss says.

Laurent Gagnebin: «We Acquired a Record Amount of New Assets»

Laurent Gagnebin, Rothschild & Co Bank increased its assets under management by 17.3 percent to 35.1 billion francs ($39.1 billion) last year.

Evelyn Partners strengthens its valuations and modelling practice with senior London-based appointment

She brings significant experience from both the UK and US, having worked in New York for 6 years.

Naomi Rive named in Private Client Global Elite Directory 2025

The individuals featured in this directory are nominated by their peers

Deutsche Bank Shakes Up Swiss Bond Market

With a growing emphasis on ESG bonds and a strong regulatory foundation, the Swiss bond market is expected to remain a reliable cornerstone for investors.

EFG International announces divestment of synthetic life insurance portfolio

The sale is expected to have a slightly positive impact on EFG’s earnings in the first half of 2025.

Bellevue Group achieves consolidated profit of CHF 9.2 million – market-related reallocation of client funds

Bellevue's strong balance sheet creates resilience for difficult market phases and allows the group and its range of products to be further developed in a targeted manner.

Abrdn investment manager launches Buckingham Research investment consultancy

Buckingham Research aims to help IFAs manage outsourced and in-house investment solutions

Peter Rutter secures £1bn for new funds after Royal London exit

Rutter's new firm Life Cycle Investment Partners has launched two new funds for UK investors.

How former top prospect Jacob Turner left baseball behind for wealth management

Turner, who pitched in the major leagues from 2011 to 2018, now co-owns Moment Private Wealth with his younger brother.

Lisa Detanna Named to Forbes’ Top Women Wealth Advisors

Lisa Detanna Recognized in Forbes 2025 List of America’s Top Women Wealth Advisors

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Wealth and Asset Management