Managers of Wealth

Ameriprise Financial's quarterly profit rises on higher fee income

Assets under management and the fees earned by managers depend on two factors - money flowing in and out of the funds and the performance of investments.

Citi Recognized as Best International Bank in Singapore in record haul at the Euromoney Awards for Excellence 2025

Citi also named Best Investment Bank for M&A in Singapore

Rathbones launches revamped active model portfolio service

The MPS will include three new in-house funds built exclusively for this range and serving as its core building blocks.

City Asset Management chooses Third Financial as its platform partner

It has over £800 million in assets under management, which will transfer to Third Financial under an initial five-year partnership.

Wealth Management firm Affinity opens Dubai office

Firm has established base in Jersey

Carey Olsen recognised as the top offshore firm in Chambers High Net Worth 2025

Chambers and Partners is one of the world's leading reference and ranking bodies for the legal sector, delivering in-depth independent research to identify and rank the most outstanding firms and practitioners.

Crédit Agricole's Strategic Expansion in Wealth Management: How the Milleis Acquisition Drives Cross-Selling, Risk Diversification, and Long-Term Shareholder Value

This deal, expected to close in the first half of 2026, is not merely about scale; it is a calculated effort to leverage cross-selling, diversify risk, and unlock long-term shareholder value in a fragmented market.

Private wealth lawyers recognised for their 'personable approach' in Chambers High Net Worth 2025

This achievement underscores the firm’s exceptional depth of expertise and unwavering commitment to serving high net worth clients across the globe.

Absolute return revival helps Jupiter slow outflows to £200m

Asset manager's systematic division took in £2bn over six months to 30 June this year.

Three bits of news that might affect your wealth

We had the news that certain people might have to wait until much later in life to receive the state pension.

Cautious or promising? Swiss CIOs weigh up record bitcoin price

We collect a range of views on the cryptocurrency's direction of travel.

Bank WIR Reports Slight Increase in Profit

Although gross interest income rose by 5,3 percent to 38,4 million francs, net interest income fell by 8,1 percent to 36,9 million francs compared to the previous year.

Crisis Is His «Business»

The strategy is characterized by targeted management of interest rate and credit risks, with lower volatility than traditional corporate bond portfolios.

Making wealth management accessible with Skybound Wealth

CEO, Mike Coady on the benefits of tailored, cross-border financial advice for expats

Bergos inks private equity deal with US asset manager

Zurich-based Bergos forms partnership with Neuberger Berman to provide open-ended private equity vehicles.

Northern Trust Declares Quarterly Dividends on Common and Preferred Stock

Northern Trust Corporation also declared cash dividends of $2,300 per share of its Series D non-cumulative perpetual preferred stock (resulting in a distribution of $23.00 per depositary share)

Why Most Wealth Managers Fail To Attract The Ultra-Wealthy

Although there are successful methods, such as Ultimate Rainmaker, few wealth managers are willing to invest the necessary effort to master the process.

Private Equity Competition for RIAs on the Rise

Private equity, minority investments, and private credit offer additional options for growth-oriented RIAs

Big Bank Regulation: UBS and its Lost Influence

They represent a setback for UBS – despite intensive lobbying in Bern.

New fears spread among Swiss banks

It is a cumbersome word that is currently making the rounds in the technology departments of Swiss banks: operational resilience.

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Wealth and Asset Management