Managers of Wealth

Brown Shipley announces launch of Quintet Financial Services (QFS), enhancing its UK institutional offering

Business serving institutional & professional investors, with strong UK intermediary focus, poised for accelerated growth

What Freedom Means In Wealth Management In 2026

For decades, freedom in wealth management was often associated with advisor autonomy and product flexibility.

The great wealth transition: why Asia’s richest families are rethinking governance

Assets, advisers and decision-makers are increasingly spread across jurisdictions, while investment portfolios have become more global and family dynamics more complex.

Investec advances wealth and investment management offering

Investec Wealth & Investment International advances wealth and investment management offering through strategic partnership with SecuritEase

Quintet introduces Quintet Financial Services (QFS)

Longstanding business serving institutional & professional investors across Europe poised for accelerated growth

bQuest Wins Best of Show at WealthStack Tech Demos

Vestmark's Pulse tool captured the Audience Choice Award at the annual Wealth Management EDGE conference; the competition showcased the work of a dozen providers.

CaixaBank S A : Wealth Management surpasses €200 billion in assets under management

In recent months, the entity has leveraged its experience as a pioneer in using technological capabilities for data analysis to further evolve towards more intelligent and sophisticated client segmentation, based on their wealth-related needs rather than

From Rockefeller To Musk: The Wealth Boom That’s Leading To The First Trillionaire

His wealth explosion has inspired his devotees, exhilarated his investors, vexed the skeptical and enraged those calling for higher taxes on the ultra-rich.

Following the ECB decision: Why Pictet sees "Dovish Hike"

Following the outbreak of war in Iran, there has been a significant upward revision of interest rate expectations.

The Great Wealth Transfer: How the Next Generation is redefining the rules of wealth

This unprecedented intergenerational transfer of wealth is expected to reshape investment preferences, financial advisory models and the role of wealth management institutions.

The 2026 Australian Wealth Management Summit returns

The highly anticipated 2026 Australian Wealth Management Summit will return on 13 August at the Shangri-La Sydney bringing together senior investment professionals, asset consultants, economists, and advisers.

Wealthy collectors must plan for ‘Great Stuff Transfer’ or risk leaving heirs in the dark, HSBC warns

A new report finds that families are largely unprepared for passing on collectibles, raising the odds of disputes and surprise costs

Why Wealth and Asset Managers must innovate

Neil Connor discusses why innovation is necessary not optional for the sector

Everything you need to know before moving abroad

Understanding the immigration rules of your destination country is an essential first step for anyone planning to move abroad.

Britain needs more wealth creation, not a tax war on billionaires

Policies designed to target ultra-high-net-worth individuals risk falling on the middle class

DBS expands gold offerings with market-first tokenised physical gold for customers in Singapore

Offering allows investors to own digital tokens backed by physical holdings held securely by DBS in a dedicated vault

Private banking with accountability at its core

Around two thirds of the bank’s shares are held by entrepreneurial families, many invested since its founding, giving the institution a generational perspective that is insulated from short-term market pressures.

Titan Wealth adds £900mn of AUA with Progeny International purchase

The acquisition of Progeny Group’s international arm, which is subject to regulatory approval, will add 13 financial advisers and offices in Hong Kong and Singapore.

True Wealth breaks the 3 billion Swiss franc mark in assets under management

Exceeding the three billion Swiss franc mark in assets under management underscores the trend toward digitalization in asset management and the growing confidence investors have in technology-driven investment and retirement solutions.

Northern Trust Asset Management Launches Sustainable Multifactor Funds

UCITS Funds Provide Climate Focused Core Equities Strategies

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Wealth and Asset Management