Managers of Wealth

Lombard Odier inaugurates landmark new headquarters in Geneva

As Geneva’s oldest private bank, with almost 230 years of history, the new headquarters represents a strategic step for the Group as it positions itself for future growth.

FS Partners becomes part of the Valtus Group

Swiss customers benefit from global strength with the usual quality

Clifton Wealth adds £146m with pair of acquisitions

The acquisitions bring the Bristol-based consolidator to an AUM of £2.5bn.

Evelyn Partners to kick off sale process next month

Bankers at Evercore are sounding out major banks and other potential buyers for the wealth giant

State Street Corporation and Apex Fintech Solutions Announce Strategic Partnership to Address Growing Global Wealth Market Opportunity

The State Street/Apex partnership will deliver a differentiated, fully digital, globally scalable, custody and clearing solution and experience for wealth advisors and self-directed wealth platforms as well as their clients around the world.

Michele De Michelis, of Frame Asset Management, is our Fund Selector of the month

Michele De Michelis: experience, method, and passion in scouting the best European managers.

Standard Chartered intensifies wealth push

The global bank with deep roots in Asia is sharpening its focus on the wealth business, but success may hinge on closing the gap between ambition and delivery

Brown Shipley cuts costs with ‘planned decrease in staff numbers’

More than 15% of Brown Shipley staff left in 2024 as the private bank looks to manage expenses.

Quilter adds ZEDRA as professional trustee service provider

For some, this will mean the use of a professional trustee service to lessen the burden on family and friends and guarantee the trust is set up and run smoothly and efficiently.

Skybound Wealth launches lifestyle and cashflow modelling tool

Functionality allows clients to visualise their financial future through an interactive roadmap.

Partners Group reports H1 results: management fees in line with AuM growth and increased performance fee guidance for full year

Management fees amounted to CHF 854 million, up 5% year-on-year

Rathbones reports surge in IHT queries and shares ‘lesser known’ strategies to reduce liability

New speculation around the Autumn Budget has set in train a fresh wave of questions from those tackling estate planning.  

Helvetia: Half-year financial statements

Here you will find all relevant information about the half-year financial statements.

Copernicus Wealth Management Expands to the Middle East

The team will focus on providing tailored investment solutions to high-net-worth individuals, families, and institutional investors, drawing on the firm’s established expertise in Swiss-style wealth management.

Wedbush Selects Broadridge Technology to Accelerate Growth

The collaboration will help Wedbush fuel digital innovation and business expansion, attract top talent, and deepen client engagement.

M&G plc Half Year 2025 Results

Strong net flows from open business of £2.1 billion

LGT Crestone Wealth Management Australia Cup to debut in Sydney

It is projected that the spring event, on Sydney Harbour, will become a key warm-up event for the Australian fleets, with the main summer season ahead.

ITN Pension Scheme appoints Van Lanschot Kempen as its fiduciary manager

This mandate win contributes £250 million to Van Lanschot Kempen’s total client assets under management.

BCP Expands Dubai Footprint with Licence Upgrade and Broader Advisory Capabilities

This development allows BCP to offer an expanded range of advisory services in the region.

Putting cash to work as summer ends…and rates fall

Putting cash to work will be many investors’ first post-summer priority to preserve and grow wealth.

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Wealth and Asset Management