Managers of Wealth

UBP House View - October 2025

Returns in fixed income show investment grade, high yield and AT1s running ahead of the carry offered at the start of the year.

Focus Financial Partners Network Firm Badgley Phelps Expands with Acquisition of Marshall & Sullivan

They specialize in managing portfolios containing individual equities, fixed-income securities, and alternatives.

Apex Group partners with Wealthbrix to power independent, next-gen wealth management from DIFC

This partnership highlights Apex Group’s continued expansion in the Middle East and reinforces its role as the partner of choice for innovative wealth and asset managers operating in a highly regulated jurisdiction.

Swiss Finance & Property Group Modernizes Investment Operations with Broadridge’s Front-to-Back Platform

The implementation also includes Broadridge’s SWIFT services and trade settlement monitoring, while performance measurement and portfolio simulation capabilities will be powered by Confluence’s Revolution, a Broadridge strategic partner for pe

Supporting the Transformation of Private Asset Management

BNP Paribas’ Securities Services business supports asset managers in optimizing their operating models.

Blackstone and Lunate Announce Strategic Partnership to Invest in GCC Logistics

Partnership to create GLIDE, a platform targeting US$5 billion of high-quality warehouses across the GCC

HSBC tightens AML controls with Middle East exit

The affected clients, spanning Saudi Arabia, Qatar, Lebanon, and Egypt, have already begun receiving closure notices.

Could Lloyds buy Quilter? Bank sees logic in a wealth play

UK banks, including Lloyds, are still underrepresented in wealth management compared with European peers.

Liontrust progress ‘slower than hoped’ as Q3 outflows hit £1.2bn

Redemptions from Special Situations are still causing the firm a headache, and sales to international investors have yet to come to fruition.

Harbor Vest strengthens its presence in Zurich

The private markets specialist is expanding its team in Switzerland due to increasing demand.

Fairstone expands in East Anglia with latest acquisition

Based in Dersingham near King’s Lynn, Allen Tomas & Co currently advises more than 260 clients and manages £120m worth of client assets.

Asian Cross-Border Wealth Management Shows Strong Momentum in 2Q25, Bolstering Bank Earnings Outlook

Key players such as HSBC and Standard Chartered reported resilient deposit inflows and new-to-bank customer growth, supported by heavy investment in distribution networks.

OCBC launches upskilling programme for mortgage specialists

They can now advise home loan customers on investments and insurance.

Partners Group paints upbeat picture of private markets, up to a point

But extraneous factors, including the so-called great rotation, look likely to have a major effect on developments.

How Wealth Managers Add Value Beyond Investment Returns

The greatest benefits of wealth management come from holistic, integrated financial planning.

Josh Brown's RIA keeps growing at $1 billion a year (on average) -- with a radically organic business model --and could supercharge its mass affluent pipeline by using Altruist to power revamped FutureAdvisor (aka Good Advice)

Ritholtz Wealth was two guys, two blogs and a few hundred million under management but it just hit $6 billion, up from $2.8 billion in 2022, with zero outside capital and only one M&A deal for FutureAdvisor)

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Wealth and Asset Management