Managers of Wealth

Laurent Gagnebin: «We Acquired a Record Amount of New Assets»

Laurent Gagnebin, Rothschild & Co Bank increased its assets under management by 17.3 percent to 35.1 billion francs ($39.1 billion) last year.

Evelyn Partners strengthens its valuations and modelling practice with senior London-based appointment

She brings significant experience from both the UK and US, having worked in New York for 6 years.

Naomi Rive named in Private Client Global Elite Directory 2025

The individuals featured in this directory are nominated by their peers

Deutsche Bank Shakes Up Swiss Bond Market

With a growing emphasis on ESG bonds and a strong regulatory foundation, the Swiss bond market is expected to remain a reliable cornerstone for investors.

EFG International announces divestment of synthetic life insurance portfolio

The sale is expected to have a slightly positive impact on EFG’s earnings in the first half of 2025.

Bellevue Group achieves consolidated profit of CHF 9.2 million – market-related reallocation of client funds

Bellevue's strong balance sheet creates resilience for difficult market phases and allows the group and its range of products to be further developed in a targeted manner.

Abrdn investment manager launches Buckingham Research investment consultancy

Buckingham Research aims to help IFAs manage outsourced and in-house investment solutions

Peter Rutter secures £1bn for new funds after Royal London exit

Rutter's new firm Life Cycle Investment Partners has launched two new funds for UK investors.

How former top prospect Jacob Turner left baseball behind for wealth management

Turner, who pitched in the major leagues from 2011 to 2018, now co-owns Moment Private Wealth with his younger brother.

Lisa Detanna Named to Forbes’ Top Women Wealth Advisors

Lisa Detanna Recognized in Forbes 2025 List of America’s Top Women Wealth Advisors

Completion of the sale of Brooks Macdonald International to Canaccord Genuity Wealth Management Limited

The sale proceeds will enable the Group to focus exclusively on the core UK business and will enhance its ability to capitalise on the structural opportunities within the UK market, to grow organically and through targeted M&A.

Canaccord Genuity Group announces the completion of its acquisition of Brooks Macdonald Asset Management

The acquisition represents an important strategic addition to the Company's operations in Guernsey, the Isle of Man, and Jersey.

SJP leads the pack with £15bn in ‘dog funds’

SJP funds accounted for over a fifth of the £67.4bn in underperforming fund assets, according to Bestinvest’s latest study.

Cazenove Capital partners with Entrepreneurial Scotland to foster business growth and innovation

Recognising the crucial role that entrepreneurs play in fostering economic prosperity, Cazenove Capital has long recognised and enabled a virtuous circle where today’s successful entrepreneurs directly empower and support the next generation.

Quilter platform sees huge shift to investment outsourcing

In contrast, the proportion of assets still managed on an advisory basis on the Quilter platform has fallen sharply – standing at 28.1% in 2020 compared to 15.8% today.

Cevian: Harsh criticism of Baloise – support for UBS

The board of directors and management of the insurance group presented the adjusted strategy in the autumn.

Philanthropy Advising Is a ‘Wild West’ — and Increasingly Influential

And in a 2024 survey of 258 U.S.-based philanthropy advisors, respondents reported they facilitated another notable dollar amount: an average of $50 million over the last year.

Perpetual terminates KKR scheme, plans Wealth Management sale

The two companies had engaged in extensive discussions, including revised non-binding proposals from KKR.

Citi makes internal shuffle to fill Brad McCarthy's role

The Wall Street back has reshuffled its pack to ensure McCarthy's former responsibilities as Apac head of alternative investment sales are covered.

Netwealth reports ‘strong growth’ in new advisers

Platform Netwealth has reported its financial results for the first half of FY2024–25, reporting a 46 per cent increase in statutory net profit after tax.

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Wealth and Asset Management