Managers of Wealth

TrinityBridge announces opening of new Guildford Office

This new office underscores TrinityBridge’s ongoing commitment to expanding its regional presence and growing its client base

Benchmark completes takeover of advice network Oculus Wealth Management

The Schroders-owned firm has controlled £4bn network Oculus since December 2022.

Julius Baer Guernsey wins big seven years in a row

This is the seventh year in a row that Julius Baer Guernsey has won at the Euromoney Private Banking Awards.

Liontrust Asset Management investors are sitting on a loss of 65% if they invested three years ago

Now let's have a look at the company's fundamentals, and see if the long term shareholder return has matched the performance of the underlying business.

Opera Limited expands Oak Group with strategic acquisition of Bahamas fiduciary business

This strategic move aligns with Opera’s broader plan for sustainable growth through acquisitions, operational efficiencies, and innovation.

AAB Wealth enters London market with Magus Wealth deal

The deal, subject to regulatory approval, marks AAB Wealth’s first acquisition in the capital and reflects a strategic focus on expanding its presence in London and the South-east.

SoundRidge Private Wealth Debuts in NYC

2025 Forbes Best-in-State Wealth Management Team Joins Wells Fargo Advisors Financial Network (FiNet)

Asset Management Pioneer Poised for Its Next Growth Leap

In this context, an asset manager with more than 20 years of experience is well-positioned to play a pioneering role.

Standard Chartered and OKX launch world-leading collateral mirroring programme

The programme will see leading institutions, such as Brevan Howard Digital, onboard onto this pioneering programme.

Standard Chartered unveils sports investing opportunities for high-net-worth clients

The media industry has seen a growth in media contract value of 16 to 17 per cent in the last 10 years, with major sports leagues around the world signing record-breaking broadcasting deals.

Maerki Baumann Grows Profit and Assets Across the Board

In the past financial year, Maerki Baumann recorded a rise in profit and saw assets under management grow by almost a quarter.

Binah Capital Group's David Shane Recognized Among Top 5 Wealth Management CFOs by Wealth Solutions Report

This prestigious recognition highlights CFOs who have demonstrated exceptional leadership and strategic vision in the financial services industry.

FNB Private crowned Africa’s Best Private Bank at the Euromoney Awards

The bank also claimed top honours in five other categories, reinforcing its leadership in wealth management and private banking.

SJP CIO says Polaris showing 'resilience' as funds face toughest test

Volatile stock markets sparked by US president Donald Trump's tariffs have presented the £60bn fund range with its biggest test since its November 2022 launch.

Record-Breaking 30 William Blair Wealth Advisors Named Best-in-State by Forbes

The Forbes best-in-state and top wealth advisors are based on various criteria, including revenue trends, assets under management, and industry experience.

WealthBriefing award for RBC Wealth Management Jersey team

The wins cement RBC Wealth Management’s strong expertise in managing complex trust structures for its clients.

UBS Charts Bold Course: Balancing Leadership, Regulation and Rewards

Chairman Colm Kelleher defended the bank’s pay structure in his remarks.

Swiss Wealth Industry Helps Banks To Fund Economy, Report Says

The study, commissioned by the Swiss Banking Association, addresses the significance of the financial-services sector to the economy amid the heightened scrutiny since the collapse of Credit Suisse.

Wealth managers weigh options after Trump's 90 day tariff pause

Stocks soared after President Trump delayed his full tariff plan for 90 days leaving financial advisors wondering what to do during the interim.

France’s Amundi launches four US-focused ETFs for Hong Kong’s MPF

Amundi says they are designed to meet demand for diversified investment tools from MPF providers and asset managers.

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Wealth and Asset Management