Managers of Wealth

Britain’s vanishing millionaires: Why lower-tier wealth is shrinking

While global wealth is on the rise, Britain is losing its entry-level millionaires

Singapore EAM Strikes Deal With Credit Suisse Veterans

The partnership will enable both firms to jointly deliver enhanced cross-border capital advisory services.

Morgan Stanley Wins Two 2025 Celent Model Wealth Manager Awards for Technology Innovation in Wealth Management

Celent’s Model Wealth Manager awards recognize best practices of technology usage in different areas critical to success in wealth management and is the premier award that a financial firm in the industry can receive from Celent.

$5.3bn Exencial Wealth Advisors pursuing sale of minority stake: Sources

The Oklahoma City RIA has retained Advisor Growth Strategies to serve as its financial advisor.

Rothschild & Co Wealth Management Switzerland acquires Zurich-headquartered Swiss advisory firm Tenalis AG

The acquisition expands Rothschild & Co's portfolio of services for Swiss Wealth Management clients across succession planning, taxation services and real estate consulting.

Quilter’s WealthSelect boosts fixed income and reduces equity allocation in latest rebalance

The team believes that despite the rally, risks to growth and inflation remain elevated particularly in light of uncertainty around tariffs.

IQ-EQ shortlisted for ‘Employer of the Year’ award

It’s not the first time that IQ-EQ has received recognition in this field.

Mercer Acquires $1.1B Boston-Area RIA

O’Brien Wealth Partners, a next-gen team primarily owned and led by women, gains access to Mercer’s suite of integrated family office services.

JTC Completes Acquisition of Citi Trust

The acquisition brings with it around 300 skilled professionals from offices worldwide, including an experienced senior management team.

Edward Jones to Buy Natixis Portfolio ‘Overlay’ Business in High-Net-Worth Push

The deal is the latest step in Edward Jones’ push to bolster its advisory account services and target wealthier investors.

Evelyn Partners completes the sale of its Fund Solutions business to Thesis

The transaction sees 75 staff who support the EPFL business, predominantly based in Glasgow, transfer across to Thesis.

Canada's Raymond James opts for FNZ wealth management tech

Raymond James says it will make "a significant investment" into its wealth management infrastructure through the new partnership.

Dubai Beckons: Bugatti Towers and Billion-Dollar Funds Emerge

Among them is a well-known luxury real estate developer from Dubai.

Beyond Assets: How IN Fiduciary Is Redefining True Wealth in Succession Planning for UHNW Families

Speaking alongside other industry experts, Woo addressed delays in compliance processes, the complexities of adopting artificial intelligence (AI),

London VC head moves to Geneva as private wealth adviser

Sebastien Herren exits Grosvenor to join Goldman Sachs in Geneva, in a return to the banking space.

BNP Paribas expands its Securities Services activity through the acquisition of HSBC’s custody and depositary bank business in Germany

The implementation of the agreement is expected to commence in early 2026 through a phased client migration.

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Wealth and Asset Management