Managers of Wealth

Private banking: a changing of the guard in the industry

Nonetheless, these institutions’ recruitment needs remain high, and attracting young talent is becoming an increasingly important issue for them.

Schroders UK Financial Adviser Pulse Survey 2025: Wealth transfer emerges as priority issue for advisers in response to government proposals

The survey was conducted post ‘Liberation Day' amid significant market volatility.

BNY Unveils Enhancements for Wealth Managers at INSITE® 2025

New products and features will help advisors and investors innovate for the future of wealth management

Evelyn-owner targets bank partnerships in private markets push

Citywire understands Permira is working on an evergreen credit fund, but executive chairman Kurt Björklund says focus is on getting the right products to the right clients.

The World’s Largest Gold Reserves Revealed: Top 4 Countries Holding Billions in Hidden Wealth

The sheer volume of gold held by some countries is staggering, revealing a strategic layer beneath the gleam of these reserves.

Outsourcing drives wealth management growth but clients pull cash

Discretionary wealth management market stood at £1.1trn at the end of last year, up 11% year-on-year

BNY Pershing Launches Advisor Growth Network, New Wove Features

BNY Pershing is announcing a new advisor member program and product enhancements to its multi-custodial wealth platform, Wove, during its annual INSITE conference this week.

In a world of uncertainty, diversification is key to managing HNI wealth

Whether through balancing asset classes, going global, exposure to alternatives, or hedging, diversification offers the twin benefits of capital preservation and long-term wealth generation.

LGT Crestone completes transition of CBA’s advice arm

It was first announced last November that LGT Crestone had signed an agreement to acquire Commonwealth Bank of Australia’s (CBA) personal advice business, Commonwealth Private Advice.

Shackleton buys IM Asset Management from Irwin Mitchell

IMAM and TWP together have 20 advisers, serving about 1,600 clients and managing approximately $1.8bn in funds.

Pictet WM’s Gentizon: We are paid to take risk

Pictet WM’s head of fund and manager research tells FSA about the firm’s contrarian approach to fund research, and why boutiques resonate with the entrepreneurial spirit of the bank.

Standard Chartered appoints Global Head of Data, Analytics & AI for Wealth and Retail Banking business

He was responsible for driving data platforms, advanced analytics and CRM capabilities for HSBC’s retail and wealth banking operations across products, segments and channels, leading a global team of over 1,000 professionals in more than 20 markets.

JP Morgan’s Harshika Patel on crossing the $200bn AUM mark

The American private bank’s Asia boss reveals her strategy since taking the helm, from a recruitment push last year to targeting family offices and shutting its EAM desk.

Focus Partners Wealth Expands with First External Acquisition Since Rebrand

Welcomes Churchill Management Group, Marking Milestone in Growth and Client-Centric Vision

Blackrock Switzerland CEO Dirk Klee: “Europe must deliver now”

This uncertainty presents us with an opportunity to underscore our role as a reliable local partner with a global presence while simultaneously identifying new investment opportunities.

UK wealth market tops £1.1tn on outsourcing boost

New business also played a major role, as more financial advisers opted to outsource investment management.

Channel Island winners of Citywealth Magic Circle Awards 2025 announced

BBC News presenter Rich Preston hosted the evening and funds were raised for Magic Breakfast – a charity that delivers free breakfasts every morning to underprivileged school children.

Fidelius merges with TJP to accelerate UK growth strategy

The combined business will include 50 advisers and generate annual revenues of more than £30m.

Market volatility, economic uncertainty not stopping HNW wealth transfer

Long-term gifting plans remain as wealthy clients stay focused.

RBC goes to UBS again, snags $1.6B team: Advisor Moves

Their departure comes several months after UBS executives predicted that changes in the firm's compensation policies

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Wealth and Asset Management