Managers of Wealth

BMO to Acquire Burgundy Asset Management

Expands BMO's wealth management and financial planning capabilities focused on high-net-worth and ultra-high-net-worth individuals, families and institutions

BIL Suisse CEO Hans-Peter Borgh: «Nothing But Rumors»

Nevertheless, the bank is repeatedly seen as a potential takeover target.

A Swiss Private Bank Fights Its Way Back

That is his true passion – a fact that becomes apparent time and again when one encounters him in the art world.

Evelyn Partners launches new partnership with Women in Football to deliver financial education boost for females in the sport

Wealth manager’s new Financial Empowerment Programme for women working in the football industry feeds into firm’s wider goal to close the female wealth advice gap

Northern Trust Selected by Mereo Insurance to Provide Asset Servicing and Asset Management Solutions

Additionally, Northern Trust Asset Management (NTAM) will manage a portion of Mereo’s fixed income portfolio and provide cash sweep services.

Singapore's Golden Rise: Why the World’s Wealth Is Moving East

Singapore has rapidly emerged as a top destination for wealthy individuals and families seeking security, efficiency, and long-term value, Joshua Rotbart writes in a guest contribution on finews.asia.

Clearstream launches private markets processing tool for wealth firms

A new tool has been created to alleviate the manual processes that surround private markets operations.

A Swiss private bank fights back

This is his true passion – a fact that is regularly confirmed when one encounters him in the art world.

Standard Chartered wins “Wealth Management Platform of the Year” award

This recognition highlights the Bank's unwavering commitment to client success and its innovative approach to wealth management

HIGHVERN’s Jack Barlow named on Eprivateclient Next Gen Leaders 2025 List

The list, which was open to nominees from within the private client advisory professions, is decided by several factors

Standard Chartered sees affluent clients putting more money to work in Hong Kong

‘Our clients’ interest in investing has grown,’ Eliza Law, head of the bank’s affluent segment and distribution in Hong Kong, says

Ninety One to complete Sanlam Investments UK transfer

The agreement designates Ninety One as the primary active investment manager for Sanlam's single-managed local and global products.

How JM Finn manages the retiring wealth manager problem

The firm asks those looking to retire for at least a year's notice to make sure a new relationship can be formed with a wealth manager.

KKP Partners with Goldman Sachs Asset Management to Elevate Thai Wealth Management Services

Under this strategic alliance, KKP and GSAM will co-develop investment recommendations through model portfolios employing a multi-asset strategy, covering equity instruments, bonds, and alternative assets.

France’s Elite Are Moving to Protect Wealth Before 2027 Election

Macron has actively courted the wealthy to invest and create jobs in the country since coming to power in 2017.

Partners Group seals distribution deal with Italian bank Sella

Clients of the €1.8bn bank will be able to access the PE-focused evergreen fund with a minimum investment of €10,000.

SJP gears up for wealth push as DFM losses narrow

After pumping millions into its Rowan Dartington wealth arm over the last decade, the business is finally close to breaking even.

Imperium colleagues recognised in prestigious industry awards

These awards celebrate outstanding professionals under 40 in the private wealth industry across the UK and Crown Dependencies.

Sumitomo Mitsui and SBI to launch wealth management joint venture

The amount of assets held is also expected to rise by about a third to ¥953 trillion by the end of fiscal 2035 compared with the end of fiscal 2024.

Rich Americans look to London as UK battles non-dom exodus

Roughly 14,000 millionaires left the UK in 2024, but there’s been a ‘significant increase’ in enquiries from wealthy US families willing to take a chance on the City

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Wealth and Asset Management