Managers of Wealth

UBS Global Family Office Report 2025: all eyes on the global trade war

A global trade war ranked as the biggest investment risk for family offices in 2025, followed by major geopolitical conflict, and higher inflation.

“We are not entering an era of change, but a change of era” – interview with Marc Palahí, our Chief Nature Officer

This means our environment can no longer absorb the shocks created by our economy, and that our economy, having failed to value nature, must now bear the cost of destroying nature.

Cazenove Capital receives two key accolades at the 2025 Citywealth Magic Circle Awards

The awards are judged by a panel of experienced industry professionals – accountants, lawyers, trust companies in the sector – as well as voted for by industry professionals and peers.

Standard Chartered targets Kenya’s affluent market with new wealth strategy

Move part of global strategy to grow bank's wealth management business

Impax launches £10m buyback as it reels from SJP blow

The sustainable investment firm hopes it has turned the corner after a £10bn first half outflow following the loss of two big SJP mandates.

Hong Kong: The Premier Hub for Wealth Management Expansion in Asia

The fast-growing wealth management firm WRISE Group eyes further growth opportunities in Hong Kong and the broader Asian market.

SS&C aims to exploit changing demographics of wealth

For Bill Stone, chief executive officer of SS&C Technologies, artificial intelligence (AI) will be the single most transformative catalyst for the wealth management industry.

How to successfully transfer family wealth to the next generation – without conflict

While intergenerational asset transfer is often perceived as a technical process involving tax planning and wealth distribution, it is, in reality, fraught with human challenges.

Osaic Unveils Vision for the Future of Wealth Management at NXT 2025

Firmwide innovations and AI-driven tools redefine flexibility, growth and the future of advice

Julius Baer: Interim Management Statement for the first four months of 2025

In the first four months of 2025, against the backdrop of continued de-risking of the client book, the Group achieved strong high-quality net new money inflows of CHF 4.2 billion (2.5% annualised).

EdRAM launches ‘Global Resilience’ fund to tackle changing world

New strategy will invest in a portfolio of 50 structurally resilient companies.

Private bank Bergos with a setback – and new momentum

Assets under management excluding custody accounts increased by 7.5 percent to CHF 6.94 billion.

EFG Record net profit

Revenue margin was 97 basis points in the first four months of 2025, compared to 96 basis points for the first four months of 2024 and for the full year 2024

Close Brothers: Scheduled Trading Update

All statements in this release relate to the period from 1 February 2025 to 30 April 2025 (“the quarter”) unless otherwise stated.

Meet the insurgent economists promoting a global wealth tax

Gabriel Zucman is leading a movement for billionaires to pay at least 2 per cent of their net worth each year

Schroders Personal Wealth finds three-quarters of people don’t understand IHT

Compounded by 40% of people not having a will

Evelyn Partners aims to boost number of women receiving advice with new partnership

Only 20% said they know where to find a good financial adviser

What Kingswood’s debt deal says about future of PE and advice

Since then, Kingswood has made 19 acquisitions, funded through HSQ’s equity and debt from a major asset manager.

Objectway : The road ahead for wealth management: technological innovation and AI adoption as strategic imperatives

Innovation can’t wait and when it comes to AI, 8 out of 10 UK wealth management firms are planning to change theirs operating systems

EY survey finds Asia wealth clients more likely to switch provider

Volatility and technology are reshaping the wealth management industry, according to the survey’s findings.

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Wealth and Asset Management