Managers of Wealth

Against the industry trend: Small private bank flourishes

In a market where numerous institutions are under pressure and mergers and exits are commonplace, this development seems almost anachronistic.

From data to AI: how wealth managers can evolve to meet rising client expectations

These discussions were organised on the margins of the PWM Wealth Tech Awards, an event that celebrates excellence and innovation in the wealth management industry.

Utmost Wealth Solutions Reports Major Growth Milestones in 2024

Utmost also posted solid financial results, reporting £6.8 billion in gross flows and £190 million in operating profit, while maintaining a 91% client retention rate—underscoring the continued relevance of its offering to intermediaries

Swiss asset managers face margin pressure despite growth

A new report by the Asset Management Association shows industry profitability is increasingly reliant on growing managed assets rather than margin expansion.

JP Morgan tops advisory record

Head of JP Morgan Advisors Phil Sieg adds that these advisors are trusted partners to their clients, and the milestone speaks to the strength of that partnership.

AFH Wealth Management nets £250M debt refinancing from Ares

Sources said that the AFH has nearly doubled its EBITDA since the take-private, and the repricing highlights strong support from Ares as the business continues to expand.

Sarah-Louise Mason shortlisted in Citywealth's Future Leaders Awards 2025

In its eleventh year, the Future Leaders Awards champions young professionals in the wealth sector and highlights the leaders under forty of today and tomorrow.

Private Wealth Network Returns to New York

This week, we hosted the second event for our Private Wealth Network, a series led by Philip Pirecki, Jersey Finance’s Lead in the Americas.

BBH: Institutional investors and wealth advisors feel the need to 'catch up'

BBH surveyed 500 global institutional investors and found that most are planning to boost their allocations to private markets broadly in the next two years.

Rising technology demand in HK and Singapore wealth hubs

Individual investors in the two cities are turning to digital wealth management, according to an Allfunds/Quinlan study.

Blackstone's Solotar: Combining public/private still 'clunky' for wealth buyers

Joan Solotar says it's not as easy as it seems for wealth firms to weave together public and private assets, and that’s where the alts giant sees a new opportunity.

Investors turn to active management amid heightened geopolitical volatility: Schroders Global Investor Insights Survey

These findings follow significant market volatility earlier this year, largely triggered by the US Government’s decision to introduce wide-ranging trade tariffs.

Regions Wealth Management Receives Two Top Industry Awards

Global Private Banker honors Regions with Best Trust Services by a Private Bank and Best Wealth Planning Execution at the Global Private Banking Innovation Awards 2025.

Three-pronged approach guides Niven’s £4bn multi-asset team through tariffs

Being nimble, regularly rebalancing risk and staying on top of sustainability have helped Citywire AA-rated Paul Niven and the Columbia Threadneedle UMAP team navigate Trump's 'Liberation Day'.

Predicting the flame: how AI is reshaping our response to wildfires

Though a natural feature of many ecosystems, the frequency, scale, and impact of wildfires are intensifying.

Nine Wealth Management achieves CISI Chartered Firm™ status

CISI Chartered Firm™ status is awarded when a financial services firm demonstrates commitment to the highest levels of professionalism.

From haute cuisine to wealth wisdom: Inside DBS Bank’s new vision for private banking

For the bank’s Carol Wu, the future of wealth management is as much about curating experiences as it is about crunching numbers

Opening Up Wealth: Reflections from the Lang Cat AdviceTech Forum

The firms presenting that day brought forward practical, creative solutions to real problems, and the discussions reflected a collective ambition to move the industry forward.

Baloise Swiss Property Fund: Issue conditions of the planned capital increase 2025

The capital increase is intended to generate additional funds to be used to acquire a real estate portfolio of up to eleven properties for a purchase price of up to CHF 209.6 million.

Asset Managers Seek Recipe for Further Growth

The assets under management (AuM) of Swiss asset managers grew significantly last year, primarily due to market developments.

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Wealth and Asset Management