Wealth
UK wealth manager Brooks Macdonald is partnering with infrastructure firm Woven Advice to digitize the way international financial advisors manage client books. By centralizing disparate platform and investment data, the collaboration aims to replace labor-intensive manual processes with automated suitability reporting and accelerated client reviews.
Wealth
London-based Clifton Asset Management has appointed Edward Ellis as its new chief financial officer, filling the vacancy left by the retirement of Ellis Organ. Managing £4 billion in assets, the firm tapped the former Kingswood Group executive to oversee financial strategy as it serves over 15,000 clients.
Wealth
Adam Clark is joining Citi Wealth as the new global head of wealth planning, stepping into the New York-based role this November. Previously a senior executive at JP Morgan, Clark takes the reins from interim head Mike Troth to oversee the firm’s advisory strategy for ultra-high-net-worth clients worldwide.
Wealth
A surging private wealth pool across the Asia-Pacific region is forcing international and domestic banks into a competitive race for talent. From HSBC to UBS, major financial institutions are aggressively expanding their headcount to capture a market projected to reach $99 trillion in private assets by 2029.
Wealth
July’s sharp correction in semiconductor and AI infrastructure stocks has not shaken the conviction of major wealth managers. Firms including HSBC Private Bank and Franklin Templeton continue to favor tech-driven US equities and emerging markets, citing robust earnings potential and a broadening market rally that extends beyond the industry's biggest giants.
Wealth
As KKR closes its record-breaking $19 billion Global Infrastructure Investors V fund, wealth managers are increasingly positioning infrastructure as a critical defensive component in diversified portfolios. The sector is proving uniquely resilient to inflation and rising interest rates, attracting capital that seeks stability beyond traditional equity markets.
Wealth
Frankfurter Leben Gruppe is acquiring Athora Deutschland in a strategic move to consolidate German life insurance portfolios. The transaction, marking the firm's seventh acquisition since its 2015 founding, includes the transfer of all employees currently managing Athora’s service operations, with completion anticipated by mid-2027 pending standard regulatory approvals.
Wealth
As KKR closes a record-breaking $19 billion infrastructure fund, industry experts point to a shift in capital allocation. Anish Butani of investment consultancy bfinance argues that infrastructure is successfully insulating investors from fluctuating GDP growth and persistent inflation, cementing its role as a critical component in diversified institutional portfolios.
Wealth
Amid swirling speculation regarding a potential buyout or delisting, AlTi Global reported an 11 percent increase in second-quarter revenues to $58 million. The wealth management group simultaneously managed to tighten its GAAP operating loss by 58 percent, bringing the figure down to $11 million.
Wealth
The Guernsey Financial Services Commission has granted fiduciary licenses to the Osiris Group, clearing the way for the firm to establish a new hub in the Channel Islands. This expansion marks a strategic shift for the international provider, which aims to bolster its private wealth services for mobile, ultra-high-net-worth families.
Wealth
Banco Sabadell and Amundi have extended their strategic distribution partnership by five years, pushing the agreement through 2035. The collaboration, which began in 2020, has seen assets under management for Sabadell’s network clients climb to nearly €30 billion, serving over 200,000 individual investors across the Spanish market.
Wealth
Four billion people face severe water scarcity annually, prompting Australian entrepreneur Rick Parish to launch Mazavida. The new venture, backed by Kinetic7 Technologies, Aquarius Capital, and PIF Energy, pivots from traditional infrastructure to rapid-deployment desalination and water treatment systems designed for immediate humanitarian and industrial response.
Wealth
Complexity remains the primary hurdle for institutional crypto adoption, forcing digital asset specialists to prioritize seamless user journeys. By integrating the Mesh payments network, Switzerland-based AMINA Bank aims to eliminate the friction that has historically deterred traditional corporate clients and non-native users from entering the digital asset ecosystem.
Wealth
The U.S. Department of the Treasury has finalized a rule permanently exempting domestic companies and individuals from beneficial ownership reporting requirements under the Corporate Transparency Act. This decision marks a significant shift in federal regulatory policy, effectively reversing a mandate introduced at the start of 2025 by the previous administration.
Wealth
Conflict defines the response to Berne’s latest banking reforms, as the Swiss government seeks to prevent a repeat of the 2023 Credit Suisse collapse by strengthening oversight. While the industry welcomes easier liquidity access, the Swiss Bankers Association warns that granting the regulator expanded powers risks stifling competitiveness.
Wealth
Investment veteran Ross Sterling has joined M&G as deputy portfolio manager for its Japanese equities strategy, while St. James’s Place has bolstered its advisor network by recruiting four senior financial representatives from major UK firms, marking a significant expansion for both wealth management institutions.
Wealth
Hilbert Investment Solutions has tapped Masuda Shaik to serve as its inaugural group chief financial officer, a strategic move designed to bolster the firm’s governance and financial infrastructure. The appointment follows a period of expansion for the Paris-founded investment firm as it scales its global client offerings.
Wealth
London-based Model ML has secured a fresh investment from HSBC Asset Management to scale its agentic operating system. The funding arrives as the financial sector pivots from individual AI models toward complex software architectures capable of automating research, due diligence, and high-stakes document creation across banking workflows.
Wealth
Despite a strengthening yen and recent market volatility, Swiss private bank Julius Baer remains constructive on Japanese stocks. Analysts point to strong corporate earnings and structural reforms as primary drivers that outweigh the risks posed by currency fluctuations and the Bank of Japan’s shifting monetary policy.
Wealth
With gold prices hitting seven-week highs, Nomura International Wealth Management has launched a physical gold trading and custody service in Singapore. The new offering targets ultra-high net worth clients, providing a secure, locally-vaulted infrastructure for buying and safeguarding precious metals as demand for the asset class intensifies.
Wealth
Gold has surged past $4,250 per ounce, breaking out of its recent trading range as institutional buying and central bank reserves bolster the metal. Despite potential near-term volatility driven by firm US economic data, major wealth managers are increasingly bullish on gold as a core component for long-term portfolio diversification.
Wealth
ABN AMRO’s wealth management division attracted €2.3 billion in net new assets during the second quarter of 2026, signaling strong traction among entrepreneurs and business owners. This growth contributed to a broader group performance, where quarterly attributable profit jumped 29 percent year-on-year to reach €780 million.
Wealth
Pittsburgh-based global asset manager Federated Hermes has secured a position in the flagship real estate debt fund of Europe’s Penny Blue Capital. The acquisition follows Penny Blue’s recent split from ESR Europe, marking a return to management ownership for the firm founded by Beatrice Dupont and Paul House.
Wealth
UK-based Shackleton Advisers has tapped into a legacy of grit and record-breaking endurance by appointing Alexandra Shackleton and racing driver Nathalie McGloin as its official brand ambassadors. The firm is pairing these appointments with a new lead sponsorship deal for the Nathalie McGloin Racing team.
Wealth
Private equity secondaries and gold-linked income strategies are reaching new investor segments as Titanbay partners with Coller Capital, while Standard Chartered debuts its ninth sub-fund under its Variable Capital Company platform, managed by Allianz Global Investors, to address demand for yield and portfolio diversification.
Wealth
After a decade of leadership at the helm of Plymouth-based Continuum, founder Martin Brown will step down at the end of August. His departure triggers a transition for the M&G Advice firm, with non-executive director Jim Reeve stepping in as interim managing partner starting in September, pending regulatory approval.
Wealth
Clients at UOB Private Bank now have direct access to specialized healthcare long/short strategies, marking an expansion of the firm’s distribution partnership with Columbia Threadneedle Investments. This move follows the successful integration of a technology-focused strategy, highlighting a growing appetite for niche alternatives among the bank’s Asian wealth management base.
Wealth
UK wealth management firm True Potential has integrated its platform with the Origo Integration Hub, aiming to replace manual data entry with automated daily valuations. The move addresses widespread industry friction, where 91 per cent of advisors report daily service delivery issues linked to inefficient platform processes.
Wealth
Wealth management firms are reshuffling their senior ranks to capture rising demand for private markets and complex pension solutions. From London to the broader European continent, key appointments at HarbourVest Partners, ZEDRA, and Templeton Emerging Markets Investment Trust signal a strategic focus on specialized advisory and institutional client services.
Wealth
The global wealth management sector experienced a surge in senior-level transitions throughout May 2026, as major institutions and boutique firms alike reshaped their leadership teams to bolster regional expertise, private market offerings, and cross-border distribution capabilities across Europe, Asia-Pacific, and North America.
