Managers of Wealth

Stable market conditions in the canton of Bern

The ongoing imbalance between high demand and declining construction activity is increasingly leading to a housing shortage in the Canton of Bern.

Asia Rich Lack Succession Plans as Wealth Nears $99 Trillion

They found that many only make plans when forced to, with 37% waiting for a health crisis and 43% acting only when business circumstances demand it.

Banks rehire retired employees to tap veteran expertise in wealth management

Many of them work in asset management, compliance, loan review and antifraud departments, where human expertise remains more critical than artificial intelligence technologies.

Citi Tops J.D. Power Mortgage Origination Satisfaction Study

Citi won the #1 ranking in J.D. Power’s 2025 U.S. Mortgage Origination Satisfaction StudySM

Farrer & Co advises James Hambro and Partners on minority investment by Bixby Wealth Solutions

The transaction involves Bixby acquiring equity from JH&P’s external shareholders and select founding-generation partners, alongside a direct capital injection into the business.

How AI Hyper-Personalization Can Transform Wealth Management In The Mass Affluent Segment

These technologies promise to harness automation and data, allowing advisors to serve more clients in a highly individualized way without sacrificing the human touch that builds trust.

Howden to acquire the employee benefits consultancy arm of Evelyn Partners

The acquisition strengthens the scale of Howden’s corporate health and employee benefits offering in the United Kingdom and is an additional step forward in its strategy to invest in expertise for the benefit of clients.

One Four Nine Portfolio Management surpasses £800m AUM

The One Four Nine MPS range was launched in 2021 and has achieved an Expert Rated 5-star ranking in 2024 and 2025 from Defaqto.

Wealth Manager Jordan Kirkbride Partners with Kamran Naqvi to Advise Athletes

This alliance has positioned the firm as a front-runner in the wealth management space for UHNW individuals.

Fixed income’s resurgence: why wealth managers should rethink allocations with PIMCO’s global lens

The good news is that today, yields are higher, valuations more attractive, and the range of investable opportunities far broader than many wealth managers and advisers may have historically considered.

Dakota Wealth Management Acquires Lokken Investment Group, Strengthening Commitment to Personalized Wealth Management and Client Continuity

This strategic move aims to ensure seamless continuity and expanded service platform for Lokken Investment Group’s clientele.

UBS delays migration of some super-rich Credit Suisse clients, sources say

The delay signals that the bank could struggle to meet its end-of-March deadline to complete the migration of all clients with an account in Switzerland.

Quilter Cheviot adds to global equities as part of MPS rebalance

The rebalance was carried out prior to the strong returns seen from markets in October.

Great wealth transfer redefines family business landscape

A global handover of wealth and control is reshaping family-run businesses, yet many are falling short in communication between different generations

Standard Chartered to power DeCard in Singapore through partnership with DCS

The partnership caters to increasing demand for faster, more transparent and cost-efficient transactions

Radicant Bank – the (right) end of a tragedy

The only surprising thing is that the board couldn't find a buyer.

Private banking: Fideuram Direct launches in Belgium and Luxembourg

The offering will be progressively enhanced with new features and investment options.

Franklin flows offset by $142bn of WAM redemptions in 2025

The outflows were driven by the scandal around former WAM CIO Ken Leech and offset signs of positivity in Franklin's alternatives and ETF business.

European office market: Challenges and opportunities in a shifting landscape

The European office market has gone through a dramatic transformation over the past five years.

Schroder Oriental Income Fund Limited - Full Year Results

The Company is on track to achieve AIC dividend hero status on the completion of 20 years of consecutive dividend growth next year.

1
2
3
…
65
66
67
68
69
70
71
72
73
74
75
…
1656
1657
1658

Wealth and Asset Management