Managers of Wealth

Hargreaves Lansdown opens up access to private markets through pensions

The funds invest in private assets that can potentially generate higher returns, as well as public investments that are easier to sell.

Cerity to merge with New York financial advisory firm Graypoint 

Graypoint’s clientele includes high-net-worth and ultra-high-net-worth individuals and institutions.

Investors more concerned about wealth transfer than returns

The research also showed investment returned mattered less for the company’s clients.

Global banks rush into Credit Suisse vacuum to serve Swiss companies

JPMorgan and Deutsche Bank among lenders competing for country’s businesses

Citi’s Asia private bank ramps up hiring as strong capital inflows drive regional rally

Growing number of wealthy clients want to take advantage of market rallies and alternative investments like hedge funds and private equity

Merrill and Bank of America Private Bank Launch New Alternative Investments Program to Ultra-High-Net-Worth Clients

New Program Unlocks Access to Institutional-Grade Private Market Funds for Qualified Clients

Goldman Sachs and T. Rowe Price Announce Strategic Collaboration to Deliver Innovative Public-Private Investment Solutions

Firms will broaden access to diversified public and private market portfolios with a focus on retirement and wealth channels

Schroder Investment Solutions expands distribution reach of Model Portfolio Service

Each range includes between six and nine model portfolios, covering a broad spectrum of risk profiles, all with an annual management charge of only 15 basis points.

Hawksford enhances European Fund and Corporate services offering via Luxembourg acquisitions

The acquisition of Equiom’s Luxembourg business follows Hawksford’s acquisition of Equiom’s Netherlands operation earlier this year.

Channel Islands Wealth Management professionals join Citywealth Powerwomen Awards judging panel

She won a gold award at the Citywealth Powerwomen Awards 2025 in the Champion of the Year category.

Lombard Odier Gives Swiss Private Banking a New Face

From the outside, the building on Route de Lausanne hardly suggests the headquarters of a private bank.

Taxation of trusts is ‘complex’ says wealth management expert

Housing Secretary Angela Rayner has faced mounting pressure after it emerged she failed to pay enough stamp duty on a flat she bought in Hove this year.

Citi to tap BlackRock for top clients’ wealth management

Wall Street bank to draw on asset manager’s expertise to oversee $80bn in client assets

Oberon Investments eyes acquisition of UK Wealth Management division

The London-based investment management, wealth planning and corporate broking group said it has raised around £1.6 million through the issue of 39.5 million shares at 4.0 pence each.

The Private Office Extends Wealth Management Relationship with SS&C

SS&C supports TPO’s digital-first wealth management platform, along with customer service, dealing, custody, settlement services and Client Assets Source Book (CASS) regulatory support.

Sterlington Private Wealth Team Continues Growth with Additional Practitioners from Morgan Lewis

The team is also actively recruiting to further strengthen its growing practice.

Wealth and Asset Management Leaders Launch Global Study on AI and Transformative Technologies Reshaping the Investment Industry

In-depth and unprecedented global study, spanning 16 countries, will analyze how investment firms will harness AI across their front, middle, and back offices to meet rapidly changing customer and employee needs

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Wealth and Asset Management