Managers of Wealth

Edmond de Rothschild REIM launches German residential strategy with acquisition of Berlin portfolio

The initial portfolio consists of four residential properties secured through individual acquisitions in highly sought after Berlin micro locations.

Bellevue Group achieves a consolidated profit of CHF 1.9 million for 2025

Against this backdrop, we consistently focused our business model on our core competencies and reduced our cost base.

Hugo Bedford named one of the PAM 50 Most Influential 2026

Hugo has overseen the firm’s expansion to include a new Cheltenham office, as well as further bolstering the firm’s Court of Protection and Personal Injury investing proposition.

DBS and Granite Asia partner for AI IPO fund

The AI IPO fund aims to accelerate the region’s AI ecosystem, and give DBS wealth clients exclusive access to IPOs of AI-driven companies in Asia

Stone Point Capital invests in UK wealth manager Amber River

Steven Scott, the founding partner of Penta Capital, described Stone Point’s investment as “a significant milestone” for the wealth manager.

Consumer Duty 2.0: what wealth managers and PE need to know

For wealth managers, platforms and retail-facing private equity (PE) products, this creates both opportunity and risk.

UBS’ DPM Platform Crosses Key Milestone

In addition, the bank also introduced «UBS My Way Digital» to receive content from the chief investment office or make portfolio changes via mobile.

SIX and Piraeus Bank unveil direct post-trade access model

Under this model, SIX assumes the role of a direct participant at Hellenic Central Securities Depository (ATHEXCSD), enabling the safekeeping of Greek equity instruments directly at the central securities depository.

Allfunds Strengthens its Data Framework Through Strategic Collaboration with MSCI

The collaboration will allow Allfunds clients to leverage MSCI’s market-leading data and analytical insights.

Schroders chief executive vows to keep Cazenove Capital

But Oldfield, who secured the top job in October 2024, said there was “absolutely no reason to think” Cazenove would be sold.

The future of private banking

For decades, the value proposition of private banking was clear: access to exclusive investment opportunities and superior portfolio management.

Standard Chartered partners Seviora in Fund of Hedge Funds

This latest partnership marks the 7th under the Bank’s VCC platform

Deutsche Back’s recognised for excellence in investment banking solutions across Asia Pacific by The Asset

These wins also build on the bank’s continued momentum in Indonesia, where it was named Investment Bank of the Year by FinanceAsia last year.

Partners Group announces planned office in Kuwait, expanding its presence in the GCC

Kuwait and the wider GCC have become a globally relevant nexus for the coming technologically led economic transformation and the region is set to offer many compelling investment opportunities in the coming decade."

Fragmentation and the new World Order: investing in an era of power politics

In a world characterised by “profound transitions,” he underscored the importance of long-term thinking and reaffirmed Lombard Odier’s promise of continuity and stability.

HLB Priority: Redefining Wealth for a New Era

Hong Leong Bank Reimagines Its Affluent Wealth Management Segment for High Net-Worth Individuals

“Wealth management in 2030: less friction, more human interaction”

Ananda Kautz, member of the management board at the Luxembourg Bankers’ Association (ABBL), will share her vision of wealth management in 2030.

Edmond de Rothschild Asset Management raises nearly €5.5 billion in 2025, marking its fifth consecutive year of positive inflows

All geographical regions contributed to this growth, particularly France, Italy and Spain.

The Board of Directors of CaixaBank proposes to the Annual General Shareholders’ Meeting the re-election of Tomás Muniesa as a director

The proposed composition of the Company’s Board of Directors maintains the same structure, with 15 members, of whom 10 — representing 67% of the total — are independent directors

Butterfield Announces Agreement to Acquire Rawlinson & Hunter Guernsey

This acquisition will increase Butterfield’s presence as a leading provider of private trust services in Guernsey and globally.

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Wealth and Asset Management