Managers of Wealth

Prominent Investor Takes a Stake in UBS

Baillie Gifford has a reputation for having a special instinct for lucrative shares.

Blackhorn Wealth Management: A Rising Force in Hong Kong’s EAM and MFO Ecosystem

Hubbis met recently with Mary Chiu, Co-Founder of Blackhorn Wealth Management, who focused on what she believes is the firm’s unique proposition in a landscape historically dominated by private banks.

Clifton Wealth Partnership acquires seven adviser firms

The firms are from across England and Wales

UBS Advisor Team The Rosegarten/Rubin Financial Group Named to Forbes Best-In-State Wealth Management Teams List

For the past three years, The Rosegarten/Rubin Financial Group has been recognized on the Forbes Best-in-State Wealth Management Teams list (2023, 2024, 2025).

Americana Partners expands into California with Boulevard Family Wealth

This move marks Americana's first venture outside of Texas, creating a $12bn platform RIA.

Partners Group's profit increases 12% to CHF 1.13 billion supported by stronger performance fees in H2; proposed dividend up 8% to CHF 42.00 per share

For the full year 2025, Partners Group expects total new client assets of between USD 26 to 31 billion.

BCGE : Annual result 2024

The bank achieves an outstanding result in 2024

Private banks paint uncertain picture for UK entrepreneurs

Wealth managers servicing the UK’s beleaguered entrepreneurial community are reporting challenging conditions, as both the private and public sectors struggle to identify good news to attract investment.

Swiss Life Private Bank partners with Fund Channel

Through this collaboration, the bank expects to streamline services via a single entry point, optimising the operational, regulatory, legal and financial processes across its French entities.

Schaffhausen Cantonal Bank has to pay more for fundraising

The difference between the two figures is the allocation to the reserves for general banking risks of 30 million francs.

Wealth Manager Starts NY-Based Multi-Family Office for UHNW Families

Andrew Crofton, formerly a managing director at an RIA, took about one year to bring together his full-service, multi-family office, Five Eleven Partners, targeting wealthy families.

WRISE Group Charts New Growth Path with Office Launch for WRISE Academy in Shenzhen

Aims to achieve wealth inheritance and nurture industry talent as well as tap the growth opportunities of the GBA

Bank of Singapore appoints new Head of Investment Solutions Group Hong Kong

Based in Hong Kong, he will report to Ms Vivienne Chia, Global Head of Investment Solutions Group

J. Safra Sarasin Group to Acquire a Majority Stake in Saxo Bank

This underlines the stability and continuity of the company and reinforces its long-term vision of creating added value for all clients, partners and employees.

Brookfield Asset Management nears deal for Barclays UK payment business - report

In order to facilitate the deal and support the future growth of the payment division, Barclays plans to inject £400m ($533m) into the business.

Ludlow Trust acquire HSBC Trust Company (UK) Limited from HSBC UK Bank plc

Ludlow Trust is now the largest provider of trust services in the UK onshore trust advisory sector.

Five UBS advisors in the South Atlantic Wealth Management Market named to the 2025 Forbes Top Women Wealth Advisors Best-in-State List

The ranking algorithm is based on qualitative and quantitative criteria including phone and in-person interviews, compliance records and revenue generated for their firms.

13 UBS Advisors in the South Wealth Management Market Named to the 2025 Forbes Top Women Wealth Advisors Best-in-State List

The ninth annual 2025 Forbes Top Women Wealth Advisors Best-in-State highlights 2,400 women who collectively manage $3.6 trillion in assets.

Wealth clients demand personalized solutions

Managers feel current technology and private market offerings are inadequate

Gulf investors will no longer go for formulaic wealth management advise

High networth clients will no longer sign up to more-of-the-same on wealth handling

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Wealth and Asset Management