Managers of Wealth

Professionals and firms shortlisted for awards

Now in their 15th year, the awards celebrate excellence in the private wealth sector across major international financial centres.

J.P. Morgan Private Bank launches new Lifestyle Services Offering

New offering delivered by the Private Bank's Global Family Office Practice connects clients with a curated network of industry-leading providers and consultants

AI helps ME wealth market catch up with the UK

Notably, 55 percent of clients in the region reported increasing their meetings with advisers in response to marketvolatility, substantially higher than the global average.

Citi Wealth Releases 2025 Global Family Office Report

Top priorities include portfolio resilience, navigating global trade disputes and addressing family needs.

Investec expands international advisory business into Switzerland

The business has been rebranded as Investec and successfully integrated into Investec’s broader advisory business in Europe.

Azalea Wealth Management, Hartlepool, opens new office

The firm will deliver financial advice to both individuals and businesses, with a focus on realistic, supportive planning that encourages ambition without fear.

J.P. Morgan Private Bank confirmed as Northern Leaders sponsor

BusinessCloud’s 2025 Northern Leaders list will be published later this month ahead of our awards evening on November 20th

Women to invest less of their inheritance from the great wealth transfer

What adds to the situation is that females are almost twice as likely as men (27% vs 15%) to seek investment guidance from social media and ‘finfluencers’ rather than financial advisers.

«Why the Swiss Financial Centre Now Needs Vision»

The banks are managing more assets, employing more people, and have demonstrated their resilience.

Keyrock acquires Turing Capital in Luxembourg expansion

The division is led by Jorge Schnura, co-founder and chief executive of Turing Capital, who has been appointed president of Keyrock Asset and Wealth Management

Hoxton Wealth brings in Global Employee Assistance Programme to create a workplace where wellbeing comes first

The programme, which has been launched in partnership with Lyra, the largest employee wellbeing provider in the world

LGT continues its growth trajectory: Private banking team to launch in Munich from 2026

The move marks the next step in LGT’s successful expansion in Germany since entering the market in 2022 and sees it further grow its position in the German market.

Afin Bank launches High Net Worth mortgage proposition

Affordability will be based either on verified net assets or a mix of income and assets.

2024 RBC and Campden Wealth Report: Wealth transfer acceleration ramps up for North American family offices

Financial risks from geopolitical turmoil, private markets, also top of mind

FirstCape selects FNZ as it consolidates JBWere NZ’s wealth management platform and custodian

JBWere NZ CEO Craig Patrick says the decision marks a significant step in the long-term strategy to continue delivering client-centric solutions.

Everest Group Names Broadridge BPO as a Leader in 2025 Capital Markets Operations Services PEAK Matrix Assessment

Leaders recognition highlights Broadridge’s successful accelerated strategy to invest in technology and innovation to drive business value for its BPO clients across capital markets, wealth and asset management

HSBC sharpens focus on affluent segment with first Middle East wealth centre in the UAE

New state-of-the-art wealth centre to support UAE’s growing affluent sector

JTC Reports Strong Organic Growth and Good Momentum in Interim Financial Results 2025

Recent strong performance has continued with net organic growth of 14.5% (H1 2024: 13.9%) and new business wins totalling £8.4m.

Fagerhult Named ABG Private Banking's Top Pick of the Week - Sees Over 70% Upside

While Fagerhult is on the cusp of a potential earnings upswing, its shares are currently trading at attractive levels.

Waverly Advisors Acquires Brass Tax Wealth Management

Waverly continues to grow in Ohio

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Wealth and Asset Management