Managers of Wealth

BLKB plans to withdraw from radicant

The initial focus is on the sale of the subsidiary.

US asset manager strengthens its commitment in Switzerland

The company is known for thematic investment strategies in areas such as disruptive technologies, infrastructure, commodities, and income-oriented strategies.

Apollo Targets Wealthy Europeans With New Private Capital Funds

The three new funds will broaden access to Apollo’s European private credit, global diversified credit and private markets secondaries offerings, with clients able to invest in each for as little as €10,000 ($11,791)

Pictet AM launches global income strategy

The Swiss asset manager’s new fund is domiciled in Hong Kong.

Manulife Wealth & Asset Management to Acquire Schroders Indonesia

The acquisition will leverage both firms’ combined depth of experience and expand the range of world-class investment solutions available to clients.

Wellesley Asset Management acquires Halbert Wealth in US

The transaction extends Wellesley’s geographic reach into the Austin market and adds to its range of services and investment capabilities.

Apollo Expands Wealth Platform with Three Evergreen ELTIFs, Unlocking Broader Access to Private Markets

The three new products will launch under the ELTIF 2.0 fund regime

Manx Financial outlines plans to grow CAM Wealth

The AIM listed Isle of Man-based financial services group saw its profits before tax increase by 16% to £4.1m for the six months ended 30 June 2025 on operating income of £18.4m and interest income of £17.7m.

CTBC Bank’s smart wealth management model drives growth in client reach

Within its first year, the initiative drove a threefold increase in affluent client reach, a 20% rise in per-client annual revenue, and a 50% surge in engagement frequency, setting a new benchmark for smart wealth management in Taiwan.

Saffery Trust wins international award for second year in a row

The company also pointed to investments in staff training and development, noting it has been recognised as a STEP Platinum Employer for ten consecutive years.

Citi Wealth releases 2025 Global Family Office Report

The report was compiled by Citi Wealth’s Global Family Office Group, which works with over 1,800 family offices worldwide

Deutsche Bank launches private markets fund for private clients in collaboration with DWS and Partners Group

Clients can access the new offering via their advisory relationship.

UBS agrees to €835m payout over French cross-border business

With the payout, the banking giant resolves a case over cross-border business activities in France between 2004 and 2012.

Artorius marks 10-year anniversary with Lancashire investment manager acquisition

Deal extends North West presence, brings wealth advice to new clients with assets moving to BNY Pershing.

Sieg to retire as JPMorgan Advisors CEO, successor will take over immediately

The wealth management executive has headed the business since 2021

Texas-based investor takes stake in James Hambro & Partners

This represents a hugely exciting opportunity for our clients and all of us here at JH&P.

Bernstein Private Wealth Management Wins Best Broker-Dealer Ultrahigh-Net-Worth Service at the 2025 WealthManagement.com Industry Awards

Firm achieved "Wealthies" award for its approach to serving the complex needs of the world's wealthiest global families and family offices

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Wealth and Asset Management