Managers of Wealth

Mercer expands in US with purchase of two wealth management firms

The two wealth managers are Poterack Capital Advisory (PCA) and Long Run Wealth Advisors.

High-growth founders rewrite rules of wealth management

A much-needed private wealth shake-up is being dictated by entrepreneur clients rather than product-pushing bank bosses

Legacy in Transition: European Wealth Planning Enters a New Era – Insights from Alexandra Geiger

Advisers need to integrate structural knowledge, cultural understanding, and legal foresight to address the evolving needs of sophisticated clients.

Cerity Partners Announces Merger with Austin Private Wealth

This expanded offering enhances depth across advanced estate and tax strategies, institutional-quality investment solutions, and multi-generational planning to support increasingly complex client needs.

Investing in real estate: opportunities and perspectives in Switzerland and abroad

In most countries, real estate prices have been moving up in real terms over the past 22 years.

Fifth Third Private Bank Named Best Private Bank for Seventh Year by Global Finance

Global Finance announced the honors for its 2026 World’s Best Private Bank Awards.

DJH forms wealth management joint venture with Perspective Financial Group as it targets £100m revenues

The move will give the firm's clients access to 200 experienced wealth advisers in retirement planning, pensions and protection planning, working alongside its existing team of inheritance tax, trusts, wills and probate specialists.

Saxo Reaches Key Milestone with DKK 1 Trillion in Client Assets

The bank has experienced remarkable growth in client assets in both its direct client segment and its institutional business.

BOS: DPM Assets Grow Amid Demand for Singapore Equities

Such mandates allocate between 40 and 95 percent to Singapore equities, with the remaining invested in Singapore dollar-denominated bonds and cash.

Apex Group enters agreement with Mercer’s Stand-Alone Administration Business

This strategic lift-out enables Apex Group to integrate Mercer’s experienced administration team and operational capabilities directly into its own business, enhancing service delivery and continuity for clients.

Have digital assets gone mainstream?

Once laughed at, cryptocurrencies have now become part of the investment toolkit. Is this the moment for even the most sceptical investor to take a new look at digital assets?

Business booms at Blue Whale as assets race towards £2bn

Annual profit jumps by 50% and turnover hits £10m at the Peter Hargreaves-backed funds business as investors flock to Stephen Yiu's top performing Growth fund.

Lismor Capital Acknowledged Among the Fastest-Growing Wealth Management Firms of 2025

The recognition forms part of a wider industry awards programme highlighting firms that have demonstrated exceptional growth, innovation and client focus within private wealth and asset management.

Goldman Sachs launches Ayco referrals program with Mercer, Wealth Enhancement on board

Citywire reported last year that Goldman Sachs was considering developing a new program which would refer clients from Ayco out to independent RIAs.

December: A strong end to 2025

Global stocks resumed their ascent in December, notching all-time highs in dollar terms.

Julius Bär Gruppe AG: How a Quiet Swiss Wealth Engine Is Being Re?Engineered for a New Era

Private banking used to be about marble lobbies, discreet meetings, and opaque products.

Elston launches multi-platform smoothed MPS

The investment management fee is 0.15 per cent and the underlying OCF is 0.40 per cent-0.46 per cent depending on risk profile.

JM Finn shortlisted for Investment Management Firm of the Year

Firm among finalists at Citywealth Magic Circle Awards 2026.

Wealth Management, Drop Com

A small change to the Wealth Management brand.

UBS Bets on Unified Leadership to Unlock Post–Integration Value

The integration of Credit Suisse has always been less about branding and more about systems.

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Wealth and Asset Management