Managers of Wealth

Asset and Wealth Management Revolution Asia-Pacific

Ahead of the curve | Capitalising on rising wealth and capital dispersion

Tatton Asset Management ups dividend as annual results beat consensus

Pretax profit increased 17% to £25.1 million in the financial year ended March 31 from £21.6 million the year prior.

Private Wealth Planning in Focus Across Asia

Across Asia, substantial intergenerational wealth transfers, the growing use of cross-border structures, and increasing sophistication in private wealth planning are all shaping the way families and advisers approach long-term wealth management.

Wrise launches wealth management academy in Wuxi

The new office aims to strengthen family governance and intergenerational succession capabilities among next-generation family leaders.

Traditional Wealth Firms Lose Share to Wealthtechs, Robo-Advisors, Single-Family Offices

Relationship managers recognize the need to embrace advanced technologies to boost efficiency and enhance client experience.

Broadridge Joins Anthropic’s Project Glasswing

Strategic AI partnership helping secure critical software in the AI era

Rathbones launches share buyback programme

Under the Programme MLI will purchase Ordinary Shares as riskless principal for a maximum consideration of up to £20 million, and within certain defined parameters, for subsequent repurchase by the Company.

Morningstar Wealth Teams with Apollo, Franklin Templeton and J.P. Morgan Asset Management to Develop Public/Private Model Portfolios

Launching later this year, the models are designed to expand access to private markets while addressing implementation challenges through multi-manager selection, transparent pricing, and disciplined portfolio construction

Rathbones and Investec merger stalled regulatory checks

UK wealth manager had to halt investment from high-risk clients as a result of failings

Banks woo wealth to ace stable income streams

While banks aren't abandoning the masses, a backdrop of volatile monetary policy has triggered a desperate hunt for stable fees and a major arms race for affluent clients.

Geopolitical turbulence reshaping portfolios: Schroders Global Investor Insights Survey 2026

They are now building greater resilience and diversification into portfolios.

Bernstein Private Wealth Management Study Reveals Ultra-Wealthy Families' Focus on Internal Resilience amid Global and Economic Uncertainty

Firm Unveils New 2026 Wealth Beyond Measure Research Report

Vontobel strengthens US presence with new Los Angeles office

Establishing a presence in Los Angeles enables Vontobel SFA to be closer to clients and partners.

‘UK philanthropy poses a huge opportunity’: Industry leaders set to meet at third Giving and Impact Summit

The conference returns for its third edition with businessman James Reed CBE and charity leader Sarah Brown among the summit's speakers

Muzinich Europe Debt Fund Expects to Get $1.5 Billion

The increase in commitments from both existing European customers and new Asian ones is a sign more investors are shifting away from US private credit due to unease over parts of that market, said Rafael Torres, co-head of private debt for Pan Europe at t

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Wealth and Asset Management