Wealth
PIMCO, WisdomTree and Pictet Expand European Investment Offerings
Investment managers are pivoting to meet complex market demands, with PIMCO, WisdomTree, and Pictet Asset Management launching new fund suites across Europe. The releases range from flexible global bond strategies to AI-driven equity indices and high-dividend ETFs, targeting investors navigating shifting macroeconomic conditions and evolving monetary policies.
FactSet and TIFIN.AI Form Strategic Partnership to Boost Wealth Tech
Financial data provider FactSet is deepening its push into artificial intelligence by forming a strategic partnership with TIFIN.AI. Alongside the technical collaboration, FactSet has secured an equity stake in the platform, though the specific financial terms of the investment remain confidential.
HP Wealth Management Hires Former UBS Bankers in Singapore
Two senior relationship managers have transitioned from UBS Singapore to join HP Wealth Management, signaling a shift in the independent advisory landscape. Michael Sutter and Alex Grindley bring extensive institutional experience to the Singapore-based firm, which operates on a fee-based, bank-agnostic model for high-net-worth clients.
7IM Elevates Agustin Fernandez to Lead Corporate Development
Agustin Fernandez, a key architect of 7IM’s recent acquisition spree, has been promoted to chief corporate development officer at the UK wealth manager. The move follows a period of rapid expansion for the firm, which has absorbed six businesses and over £8 billion in assets since 2023.
Leadership Shifts Across Boston, Langham Hall and Gemcorp
Wealth management firms are reshuffling their executive ranks, with Boston bolstering its Isle of Man leadership, Langham Hall tapping a new group CFO, and Gemcorp Group recruiting a veteran Goldman Sachs executive to serve as its president.
Standard Chartered Consolidates European Leadership
Standard Chartered is merging its regional oversight by appointing Margaret Harwood-Jones as the new CEO for Europe and the UK, effective September 1. This move creates a unified command structure intended to streamline the London-listed bank's operations across 11 distinct markets and accelerate its regional growth strategy.
Arab Bank Switzerland Expands Into Dubai International Financial Centre
With over 25 billion dollars in assets under management, Geneva-based Arab Bank Switzerland has officially anchored its Middle East operations within the Dubai International Financial Centre. The move transforms a long-standing regional advisory role into a localized platform designed to capture the growing demand from local family offices and entrepreneurs.
Schroders Seeks New Leadership for Thailand Wealth Business
Arthit Thongcharoen has stepped down as the head of Schroders’ Thailand operations after nine years with the UK-based asset manager. The firm confirmed his departure this week, noting that a search for a successor is currently underway to maintain its footprint in the competitive Southeast Asian wealth market.
Withers Expands Partnership Ranks Across Three Continents
International law firm Withers has promoted 12 lawyers to partner, strengthening its global footprint in the US, UK, and Singapore. The new cohort brings expertise spanning complex tax planning, high-stakes commercial litigation, and sensitive family law matters, reflecting the firm's focus on private wealth and regulatory defense.
Global Wealth Surges as EMEA Leads 2025 Growth
Global personal wealth climbed by 10.8 percent in 2025, a sharp acceleration over the previous two years. According to the latest UBS Global Wealth Report, the EMEA region outpaced all other markets with a 17.5 percent increase, driven in part by the depreciation of the U.S. dollar.
Global Wealth Surges as EMEA Leads 2025 Growth
A 10.8 percent surge in global personal wealth throughout 2025 shattered previous growth benchmarks, marking a significant acceleration from the 4.6 percent increase recorded the prior year. According to the 17th edition of the UBS Global Wealth Report, currency fluctuations, particularly the weakening dollar, fueled gains across international markets.
Baillie Gifford Sees Tech-Driven Upside in Emerging Markets
Emerging markets are finally shaking off years of underperformance against developed economies, bolstered by a weakening dollar and surging corporate earnings. Qian Zhang, an investment specialist at Baillie Gifford, points to these regions as the essential manufacturing backbone for the global artificial intelligence boom, despite ongoing geopolitical volatility.
Inheritance Tax Silence Persists Despite Looming Pension Changes
One in four Britons over the age of 55 have never discussed inheritance with their families, according to new YouGov research for Mattioli Woods. This pervasive silence, fueled by emotional discomfort and privacy concerns, leaves many households dangerously unprepared for upcoming shifts in tax legislation that threaten to erode legacy wealth.
Recent Executive Appointments Across Global Wealth Management
A wave of senior leadership changes is reshaping wealth management firms in the UK and beyond, as institutions prioritize specialized expertise in infrastructure, private lending, and exchange-traded funds to navigate a shifting economic environment and drive regional expansion.
Inheritance Silence Persists Among UK Over-55s
One in four Britons over the age of 55 has never discussed inheritance with their family, according to new research from Mattioli Woods. This persistent silence comes despite looming changes to tax rules that threaten to pull significantly more estates into the government's inheritance tax net by 2030.
Orbis Investments Bets on AI Infrastructure and Commodity Plays
Data centers driving the artificial intelligence boom require more than just high-end processors; they demand massive amounts of energy and raw materials. Alec Cutler, portfolio manager of the Orbis Global Balanced Strategy, is pivoting toward these foundational assets, targeting energy producers and chip manufacturers to capture the sector's growth.
Investment Managers Bet on Emerging Market Resilience Amid Oil Fears
Despite the persistent threat of Middle East instability, major investment firms including Edmond de Rothschild, Guinness Global Investors, and Franklin Templeton maintain a bullish outlook on emerging markets. Analysts argue that strategic stockpiles and deepening intra-regional trade links provide a necessary buffer against global energy shocks and geopolitical volatility.
UBS Reshuffles Asia-Pacific Wealth Leadership
A sweeping series of executive appointments at UBS’s Asia-Pacific wealth management division will take effect on July 1, signaling a significant restructuring across key regional markets. The changes, spanning from Taiwan to Australia, involve both internal promotions and the departure of two long-standing senior leaders.
IQ-EQ Absorbs Gordian Capital into Global Brand
After securing a foothold in the Dubai International Financial Centre, fund platform provider IQ-EQ has retired the Gordian Capital name. The rebranding integrates the Asian specialist entirely into the group’s international network, marking a strategic shift to consolidate its fund services and cross-border expertise under a single identity.
Wealth Management Q1 2026: A Global Performance Roundup
Major global banking groups reported a mixed start to 2026, with wealth management divisions largely buoyed by robust market valuations and strong net inflows. While giants like JP Morgan and Bank of America saw significant growth in assets under management, other institutions faced headwinds from market volatility and shifting interest rate environments.
Corient Remains Silent on Reported Acquisition of LetUs Private Office
Miami-based wealth manager Corient is declining to confirm reports that it has added French multi-family office LetUs Private Office to its growing portfolio. The silence follows a June 26 Citywire report alleging the transaction, marking another potential expansion into the European market for the aggressive American firm.
Private Markets and Specialized Funds Expand Global Offerings
Investment firms are aggressively diversifying their product lineups, with Hamilton Lane, Fortem Capital, KBC Asset Management, and Altana Wealth launching new strategies. These initiatives aim to capture demand for private equity access, managed futures efficiency, and sophisticated downside protection in an increasingly volatile global market.
Mirabaud UK Targets Organic Growth Amid Talent Battle
Stuart Bates, CEO of Mirabaud Wealth Management’s UK arm, plans to scale the firm’s local presence through deliberate, selective hiring rather than acquisitions. The Geneva-headquartered bank, which has operated in London since 1990, aims to add two to three relationship managers annually to preserve its collaborative, flat-structured culture.
Léa Dunand-Chatellet to Lead Sustainable Investor Mirova
Léa Dunand-Chatellet will take the helm at Mirova on July 1, 2026, as the firm’s incoming chief executive officer. The appointment, confirmed by the board of directors, marks a leadership transition within the Natixis Investment Managers affiliate as it looks to advance its long-term sustainable finance objectives.
UK Fund Managers Increase Personal Stakes in Private Markets
Twelve percent of personal wealth is currently committed to private markets by UK fund managers, a figure expected to climb to 18 percent within three years. New research from Wealth Club indicates that those managing private equity, credit, real estate, and infrastructure are increasingly backing their own sector with significant capital.
Orbis Investments Bets on AI Energy Infrastructure
Artificial intelligence is shifting the investment landscape from pure software plays to the raw materials powering the digital revolution. Alec Cutler, portfolio manager at Orbis Investments, argues that the most compelling opportunities lie not in the tech giants themselves, but in the energy and hardware ecosystems supporting their growth.
Family Offices Pivot Toward Higher-Risk Alternative Investments
Three-quarters of global family offices plan to ramp up their investment risk appetite over the coming year, according to a new study from service provider Ocorian. The shift is primarily fueled by improved transparency in alternative asset classes, with private equity emerging as the top beneficiary of this capital allocation.
Meta Octav Targets Boutique Wealth Market Across Swiss-Asian Corridor
Founded on the belief that personal trust outweighs transactional efficiency, Meta Octav has launched as a dual-hub advisory firm connecting Geneva and Hong Kong. Managing partners Kateryna Viy and Cécile Civiale Vuillier are positioning the boutique to serve families and entrepreneurs navigating complex, cross-border financial transitions in an increasingly volatile global climate.
Amundi Targets Asia Expansion with €150 Billion Inflow Goal
With €473 billion already under management in Asia, Paris-based asset manager Amundi is setting its sights on a new growth phase. The firm aims to secure €150 billion in net inflows across the region by 2028, betting on a rising middle class and deepening demand for retirement and diversification solutions.
Lombard Odier and Alpha Japan Deepen Strategic Partnership
Swiss private bank Lombard Odier and Tokyo-based Alpha Japan LO am have formalized an expanded partnership to bridge their respective markets. The deal rebrands the Japanese firm—formerly Alpha Japan Asset Advisors—to reflect a closer alignment of asset management capabilities and cross-continental distribution networks for institutional clients.