Managers of Wealth

Private bank UBP rolls out VCC fund with S$200 million in commitments

The fund will invest in fixed-income strategies; a second fund to be launched next year will invest in a hedge fund of funds.

Knight Frank Establishes New Private Office in Australia to Serve Expanding HNW Segment

The office will be led by partner Ari Petrovs and supported through Knight Frank’s partnerships with McGrath Estate Agents in Australia and Bayleys in New Zealand.

JBWere clients to benefit from new BlackRock risk and analytics offering

The advanced risk management and portfolio construction capabilities are set to complement the tailored advice that has been JBWere’s signature strength for 185 years.

UK Autumn Budget 2025: our wealth planning experts share their insights

James Gladstone, Head of Wealth Planning, and Jonathan Brownlow, Wealth Planning Director, shared their thoughts on the impact of the latest UK Autumn Budget for clients.

This is how UK wealth managers should be preparing for 2030

PODCAST: Alistair Shipp, Capco’s wealth management lead, says upskilling will be critical as firms gear up for the wealth landscape of 2030.

Where’s the Money: why Korea’s US$2 trillion private wealth is flowing from Seoul to Silicon Valley

In the Where’s the Money series, we speak with industry experts about the trends and ideas impacting Asia’s wealth and financial markets

Barclays tipped to bid for Evelyn Partners – report

Royal Bank of Canada, Lloyds and NatWest are also in the frame to bid for the private equity-owned wealth manager by Wednesday this week.

Amati Global Investors secures its independence with a buyout of Mattioli Woods

Reflecting the ongoing evolution of these funds, Amati is pleased to announce the appointment of Georges Lequime, fund manager on the Strategic Metals Fund and Mikhail Zverev, fund manager on the Global Innovation Fund, to the Amati Board.

The $124 trillion Great Wealth Transfer is intensifying as inheritance jumps to a new record, with one 19-year-old reaping the rewards

That includes 15 members of two “German pharmaceutical families,” with the youngest just 19 years old and the oldest at 94.

Barclays considers bid for UK wealth manager Evelyn Partners – report

Other financial institutions, including NatWest Group, Lloyds, and Royal Bank of Canada, have also shown interest in acquiring Evelyn.

Brooks Macdonald Announces Partnership with BAFTA

Starting in 2026, this will include an expansion of BAFTA’s long-standing Prince William BAFTA Bursary Programme to help individuals facing financial barriers to progress in their careers.

Labuan IBFC: Asia’s Gateway for International Business and Financial Solutions

Now in its thirty-fifth year, Labuan IBFC has developed into one of Asia’s most established financial jurisdictions, offering a full suite of conventional, digital, and Shariah-compliant solutions.

Brooks Macdonald enhances client proposition through new Lombard lending partnership with Firenze

This can help access funds for a variety of goals — from property purchases and intergenerational gifting to tax planning and short-term liquidity.

Moneybox partners with Amundi to bolster its wealth proposition

Moneybox partners with Amundi to bolster its wealth proposition with launch of three low-cost investment funds for pension customers

Motley Fool Wealth Management to join Apollon in 2026 deal

Client services will be broadened under the new partnership

ING reports outcome of 2025 EU-wide transparency exercise

The annual transparency exercise is based solely on COREP/FINREP data on the form and scope to assure a sufficient and appropriate level of information to market participants.

RBC’s Fred Rose: Why UHNW Clients and Millennials Will Redefine Advisor Growth

Rose emphasized that leading advisors had always adopted the innovations that later became industry standards.

Wealth Management For the 2030s: AI, Alternatives and Next-Gen Clients

Among the topics discussed were the adoption of AI tools to increase productivity and enhance client communication, as well as the development of knowledge in digital assets and tokenized products

Winners of the 10th Annual Private Banking Awards Switzerland announced

Winners of the 10th Annual Private Banking Awards Switzerland announced" was originally created and published by Private Banker International, a GlobalData owned brand.

SEI Drives Sustained Momentum Across Global Wealth Management Markets

Demand for End-to-End Wealth Management Experience, Business Transformation Powers Growth

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Wealth and Asset Management