Managers of Wealth

Crypto confidence crisis leaves UK wealth managers trailing global peers: Avaloq

Compounding the issue is little current desire to offer crypto investing.

AXA launches new wealth management plan

The series offers premium terms of five or 10 years in up to nine different currencies.

AI advantage in wealth

As artificial intelligence continues to ripple through financial services, the question for wealth managers isn’t if they’ll use AI – but how.

World’s Best Emerging Markets and Best Private Bank 2025: J.P. Morgan

Although many of its competitors are pulling out of emerging markets, JPMC is expanding into them.

German asset manager extends feelers towards Switzerland

The independent asset manager, with a significant Credit Suisse and J. Safra Sarasin presence in its corporate DNA, considers itself well positioned for the cross-border expansion.

Morgan Stanley Wealth Management Pulse Survey Reveals Inflation Concerns Persist Throughout 2025

The survey explored investor views on sector opportunities for the fourth quarter of 2025

Marcuard Heritage Expands Shareholder Base

For Marcuard Heritage founders Sinan Bodmer and Adrian Guldener, the expansion of the shareholder base also forms part of a succession plan.

StoneX Expands Wealth Management Offering for Latin American Clients

Through this transaction, StoneX expands its ability to serve cross-border clients with a broader range of integrated advisory and brokerage solutions supported by the firm’s global reach and infrastructure.

Charlie Munger once revealed 3 reasons Warren Buffett was ‘so much richer’ than him — how to unlock mega-wealth now

Charlie Munger wasn’t known for mincing words, and that was never more true than in 2019, when at the Daily Journal Annual Meeting, he received a pointed question about his wealth that made the crowd laugh.

UBS wealth management team joins firm’s new Ann Arbor office

They will operate from UBS’s newly established Ann Arbor, Michigan office, expanding the firm’s regional presence.

Does borrowing make sense in 2025?

Borrowing can form part of a prudent financial plan, although the risks should be carefully considered.

Man Group’s bond star: The three tenets that keep Jonathan Golan on top

Jonathan Golan remains bullish on financials and European bonds after racking up his 48th Citywire AAA rating in a row.

PwC report highlights opportunity for Channel Islands wealth managers to ‘step-up’ pace of transformation

The report shows that the performance of the Channel Islands wealth management sector appears strong at first glance, but a deeper analysis reveals a more nuanced picture.

LGT Group chair Prince Max warns against abandoning ESG principles

The three dimensions of ESG are relevant for every business and should be assessed by smart investors in their investment decisions.”

Nurturing young talent: UBP’s Graduate Programme

This season marks the beginning of an exciting journey for the new arrivals, who will embark on a twelve-month rotation across various departments, locations, and teams before they settle into their future roles.

ING enters private markets deal with Macquarie

The deal expands the Dutch bank's partnerships with several other large alternatives providers.

Generational shift meets AI as family offices future-proof their fortunes

Family offices boost tech and caution as generational wealth transfer and market uncertainty accelerate

Schroders Capital receives £500m from Nest for further private equity investment

Rachel Farrell, Director of Public and Private Markets at Nest Invest, has praised Schroders Capital in helping Nest’s members benefit from these types of high-value deals.

Berenberg Expands Fund Distribution with Clearstream Partnership

Under the new arrangement, Berenberg will leverage Clearstream’s fund distribution platform and its suite of services covering trading, custody, and trailer fee processing, designed to deliver a comprehensive, end-to-end solution.

Future-proofing wealth by investing in tomorrow’s people

Investing in the fast-moving world of work, an under-recognised frontier, will likely prove a key strategy for the portfolios of wealthy families

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Wealth and Asset Management