Managers of Wealth

Coutts to enter private markets in 2026

After holding back from entering the space in recent years, CIO Fahad Kamal said private markets will play a 'meaningful role' in client portfolios going forward.

JP Morgan to double Swiss private banking business by 2030

JP Morgan managed $55.6bn in Swiss private banking assets at the end of last year.

Private banks slow to respond to philanthropic families

As a new era of wealth transfer dawns, charitable giving is being increasingly shaped by a combination of emotional readiness, liquidity events and shifting personal values

Wealth managers warm to evergreen funds as demand for private markets intensifies

New data shows surging advisor appetite for semi-liquid alts despite education and trust challenges.

The £7 trillion wealth transfer that is changing who controls money in the UK

New research from Unbiased shows women are now 45% more likely to have inherited assets, and they are turning that shift into influence.

Nomura Completes Acquisition of Macquarie’s U.S. & European Public Asset Management Business

As disclosed in April 2025, Nomura will bring its private markets business, Nomura Capital Management (NCM), and its high yield business

Foster Denovo extends platform partnership with Third Financial

The model enables firms to take greater control of the products offered, customer experience as well as more of the value chain.

Swiss reject millionaire inheritance tax fearing wealth exodus

The plan ran into staunch opposition from the government and all parties aside from the left.

Switzerland to Remain World’s No. 1 Wealth Center, EFG CEO Says

Switzerland has repeatedly faced predictions it’s losing its vaunted reputation as one of the most welcoming places for the wealthy around the globe.

Rothschild & Co advises on two winning deals from IJGlobal

The transaction is the largest renewables deal across CSEE and Greece’s largest ever P2P acquisition financing.

Rothschild & Co sets the course for the continued development of its Wealth Management business in Germany

Under new leadership and a broader investment offering, Rothschild & Co is further developing its business in Germany and strengthening its support for clients.

Blackstone to pump hundreds of billions into Europe as gov't attitudes shift

The group announced a £100bn investment in just the UK in the next decade, as its new building in Berkeley Square starts taking shape.

Wealthy but wary - examining the generational transfer

The draw is diversification and higher return potential, with a growing interest in private credit, which Chisholm views as poised to attract more inflows than private equity in the coming year.

Ex-$3bn Citi private banker launches advisory firm in Geneva

Karim Chorfi’s new firm, A Swiss Capital Advisory, comes after a two-decade tenure at Citi Private Bank.

LLB relocates to former fashion house

LLB has relocated to the listed Modissa building in Bahnhofstrasse, Zurich.

Suntera Global expands Luxembourg reach via Qualix partnership

Qualix provides domiciliation, directorship, accounting, tax, administration, payroll and liquidation services through a digitally driven operating model.

Baloise and Helvetia confirm the completion date of the merger as December 5, 2025.

All necessary regulatory approvals have been received for the merger of Baloise and Helvetia and the transaction will be completed – as announced in September of this year – on December 5, 2025.

Private banks and wealth managers’ demand for hedge fund exposure grows

Performances across key hedge fund strategies have been a notable catalyst.

Family wellbeing is the missing piece in succession planning

Elizabeth Hart, CEO and founder of Singapore-based Legacy Wealth Advisors, joins PWM deputy editor Elisa Battaglia Trovato to discuss the forces influencing succession, governance and family harmony among Asia’s wealthiest families

Job cuts and profit slide in Impax's annus horribilis

A £13bn outflow following the loss of two big SJP mandates has made it a year to forget for Impax Asset Management.

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Wealth and Asset Management