Managers of Wealth

Fort named Independent Trust Company of the Year at WealthBriefing Awards

This recognition comes after a hugely successful year for Fort as we celebrated our 50th anniversary.

Mainland Chinese investors not impressed with Wealth Management Connect expansion

Restrictive marketing rules and stringent eligibility requirements will continue to deter wealthy Chinese from the scheme, analysts say

Deutsche Bank’s Dubai-based Mahadevan on the India-UAE corridor

The bank's non-resident Indian business has seen an uptick in enquiries as Indians look to become more global via Dubai.

UBS Casts Wider Client Net with US Wealth Unit Shakeup

The firm on Tuesday announced wide-ranging leadership changes in its U.S. wealth operations and plans to devote more attention to pursuing clients below its typical ultra-high-net-worth neighborhood.

Strategic wealth solutions for the UHNW and their families from the experts at Standard Chartered Global Private Bank

An unprecedented shift of wealth is underway across the world as baby boomers prepare to hand over their assets to the next generation.

Barclays plans hiring spree to drive private banking and wealth management

The UK is a large market with client investable assets totaling some 3.5 trillion pounds

Standard Chartered expands UAE private banking team to serve growing pool of global ultra-rich

The lender hired seven new bankers in what it call its 'priority market'

Quilter names AllianceBernstein as a WealthSelect global partner following appointment on fund

These funds are predominantly used in the Quilter managed portfolio service, WealthSelect.

Trump's election victory causes uncertainty on the Swiss M&A market

Confidence in a positive or at least stable economic situation is considered a good breeding ground for high M&A activity.

Utmost Group receives regulatory approvals for the acquisition of Lombard International

The transaction will confirm Utmost International as a leading global provider of insurance-based wealth solutions

Sanctuary Wealth Expands and Enhances its Sanctuary One platform with BNY

Integration of BNY Pershing’s Wove Platform Allows Sanctuary Partner Firms to Elevate Client Experience

UBS revamps US wealth management business

This will enable decisions to be made more quickly and a better response to customer needs will be possible.

The Future of Wealth Management: Pension Funds and the Promise of Tokenized Assets

This evolution is more than a technological shift—it’s an opportunity to redefine access, efficiency, and growth in a sector long dominated by traditional models.

Citywealth Magic Circle Awards 2025 shortlist announced

Winners will be announced at a gala dinner on 14th May 2025 in London.

BlackRock accelerates wealth access to private markets in Europe, Middle East and Asia Pacific

Investors into the platform will benefit from exposure to a collection of strategies leveraging the new ELTIF 2.0 wrapper across private equity, multi-alternatives, infrastructure, private debt and real estate.

Lazard CEO Sees 2025 as ‘Inflection Point’ for Asset Management

The firm outlined plans last year to double revenue and earnings by the end of the decade by boosting performance at its investment-banking and asset-management businesses.

Beckett Asset Management swaps alts for bonds

Yousefian said expectations of rate cuts during 2025 were driving a return to conditions where bonds will once again be safe-haven assets compared to higher-risk equities and alternatives.

Liontrust global distribution head Ian Chimes to retire

Head of institutional sales Frank Doyle will also exit the firm in March next year

Dow announces partnership with Macquarie Asset Management to launch Diamond Infrastructure Solutions

Dow and Macquarie Asset Management expect to close the transaction in the first half of 2025

J.P. Morgan Asset Management Hires Alternatives Strategist Aaron Mulvihill

Experienced alternatives expert to meet increased demand for alternatives thought leadership

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Wealth and Asset Management