Managers of Wealth

Standard Bank’s Jael Crystal-Azah is Named a 2025 NextGen Leader

This prestigious annual list celebrates the leading young private client practitioners, including those specialising in trust and fiduciary services, private client tax

Citi almost triples wealth transactions after digital revamp

Four of five clients use the bank’s mobile app regularly.

Brookfield Oaktree looks to add to wealth product line-up

The alternative asset manager is looking to round out its offering with the introduction of a private equity semi-liquid strategy later this year.

Prosperity IFA Limited Selects SEI for Tailored Model Portfolios

Goals-Based Investment Approach and Consultative Services Core to Driving Growth

Quilter strengthens responsible investment team with key appointments and promotions

Following a successful interim tenure, Ido Eisenberg has been confirmed as head of responsible investment of the affluent division.

Investec W&I pieces falling into place for Rathbones, says BofA

The investment bank initiated coverage on Rathbones with a bullish note that has seen shares rise more than 5% today.

Morgan Stanley Is Seeking to Capture More Private-Market Wealth

Morgan Stanley will label a couple hundred of its 15,000 financial advisers with a “founders specialist designation,” which will allow them to offer products and services tailored to the specific needs of clients whose wealth is concentrated i

NAB boss slammed for 'peak boomer' advice for building wealth amid a housing crisis

Alan Oster, who retired in March after 32 years with NAB, shared his views on building wealth in a recent interview with the Australian Financial Review.

Affinity Private Wealth Sells Investment Business to Capital International, Focusing on Growth in Private Wealth

This sale will allow Affinity Private Wealth to focus solely on its core strengths in delivering bespoke private client, trust and fiduciary services.

Beacon to acquire Astor Investment Management with $1bn assets

Beacon said the deal strengthens its presence in the risk-managed investment space.

Global Wealth Report 2025: Wealth growth accelerated in 2024

The 2025 edition of the UBS Global Wealth Report reveals not only a 4.6% rise in global wealth but also offers deeper insights into who holds that wealth and how it’s growing.

Zwei Wealth Gains Cantonal Bank for Wealth Office Platform

Additional banking partners will follow so that we can also meet the needs of a broad client base in this area.

Wealth with aim: Purpose, Philanthropy, and Lasting Impact

How UBS is helping clients turn wealth into meaningful social impact through strategic philanthropy, values-led investing, and a global foundation driving measurable change.

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

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Wealth and Asset Management