Managers of Wealth

HSBC spends £3.5m on its first UK wealth centre

The centre, based in St James, is the latest in a series of initiatives aimed at capturing a greater slice of the mass affluent market.

StanChart PB cancels client event in Thailand on compliance concerns

The British lender, like many rivals, serves Thai clients from Singapore, where it books assets.

Sanctuary Wealth Lands Former Bank of Montreal Advisor Who Managed $580M In Assets

Advisor Bernard Reed has launched Velorum Wealth Management and aligned it with Sanctuary’s partnered independence model.

Morgan Stanley Investment Management Closes North Haven Venture Capital Opportunities Fund I With Over $280 Million

Investors encompass institutions from a wide range of geographies and include public pensions, corporations, foundations, and family offices.

Why tech is key to managing the great wealth transfer

These staggering inheritance figures, from a report by Vanguard, should be a golden opportunity for the industry.

Klaus Wellershoff opens asset manager to retail investors

DV8 Investment Solutions sees a Wellershoff trinity bring their new ultra-simplified investment firm to a wider audience.

EFG International stock downgraded to Neutral by Citi on valuation

The investment bank concluded that while it remains positive on EFG’s medium-term outlook, the risk-reward profile now appears "more balanced" with the current valuation looking "fair" following the recent share price appreciatio

Liontrust reports £1.1bn outflows but assets remain steady

Liontrust said 73% of its funds were in the first or second quartile of their sectors since inception as of 30 June.

Evelyn Partners becomes Official Wealth Management Partner of Manchester City Women

As the Club’s Official Wealth Management Partner, Evelyn Partners will work alongside City to support and empower players through every stage of their financial journey.

Deutsche Bank consolidates wealth services for enhanced client focus

A new “Wealth Planning Germany division” will also be launched within wealth management, headed by Lisa-Marie Wohrle.

Navigate Capital Management merges with Partners Wealth Management

NCM is a well-established financial planning and independent advice firm based in Surrey.

Edmond de Rothschild Asset Management ranked among the Top 200 Asset Managers in Europe by Funds Europe

The ranking, based on independent research by Funds Europe and public available data, offers a clear view of global industry dynamics.

Quilter Cheviot renames sustainable funds under new FCA labelling rules

From 8 September 2025, the two multi-asset funds — Balanced and Growth — will be renamed Quilter Cheviot Sustainable Opportunities.

Impax outflows narrow to £1.3bn

After two bruising quarters following the loss of two big SJP mandates there are signs of improvement for the sustainable asset manager.

JTC strengthens partnership with TISE

JTC has maintained a strong working relationship with TISE for many years.

Update in relation to Close Brothers Premium Finance business

Focusing on commercial lines will enable us to invest in growth and strengthen our position in the market, while streamlining operations and reducing complexity.

ARK Wealth Awarded "Hong Kong's Best Wealth Management Institution," Diversified Strategy Recognized by International Authorities

This dual recognition not only underscores Noah ARK's continued leadership in the wealth management sector but also marks a significant breakthrough in its global strategic expansion.

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Wealth and Asset Management