Managers of Wealth

Cayman to hold US$700 billion of international private wealth by 2030

The report found it reached US$333 trillion in 2025, up from US$301 trillion in 2024.

Q3 2026 Investment Outlook – Where capital meets the future

In its Q3 2026 Investment Outlook, HSBC Private Bank remains optimistic about the resilience of the global economy and expects volatility to be manageable.

St James’s Place faces legal action over adviser client transfers

The claims add to scrutiny of the UK wealth manager after recent upheaval over fees, customer complaints and changes to its charging model.

Artificial intelligence enters Credem to improve customer portfolios

The goal of the partnership is to strengthen the relationship between advisors and investors, unlocking value through the strategic use of data.

Is the wealth management industry scalable?

As such, the industry has substantial potential to grow and become more profitable if the issues surrounding scale areresolved.

Broadridge and Kyndryl Extend Agreement to Bring Leading Edge Resiliency and Enhanced AI Capabilities to Broadridge Infrastructure

Agentic AI and quantum-ready mainframe capabilities advance data center modernization

Broadridge Expands NYFIX Platform with Overnight U.S. Equity Trading Access Through CAPIS and Blue Ocean

New integration gives broker-dealers and institutional investors access to overnight liquidity across 4,000+ U.S. equities

Acquisition flurry adds £2bn in assets to wealth management consolidator

The deals included its biggest acquisition to date, with the February purchase of West Midlands-based Prosperity Wealth.

Wealth manager 'will push on' after £2 billion boost

The acquisitions were completed through Fairstone’s downstream buyout programme, which allows business owners to work with a company and grow operations while planning for a sale at a future date.

Indosuez Wealth Management in Monaco, partner of the Monaco Blue Initiative and the Blue Economy & Finance Forum 2026

CFM Indosuez, Crédit Agricole CIB and Crédit Agricole S.A. are once again partners of the Monaco Blue Initiative (MBI) and the Blue Economy & Finance Forum (BEFF) 2026, illustrating the Group’s collective commitment to responsible

TIFIN Australia Launches to Accelerate AI-Powered Wealth Innovation in the Region

TIFIN Australia will focus on delivering AI-native solutions for financial advisors, wealth managers, and enterprises across the Australian market, enabling personalized, scalable, and effective financial advice.

Brookfield Corporation and Brookfield Wealth Solutions Receive Board Approval for Corporate Simplification

The Transaction will be implemented pursuant to a court-approved plan of arrangement and related steps requiring approval of shareholders of each of BN and BWS and is expected to be completed on a tax deferred basis for U.S. and Canadian shareholders.

Where the Next Wave of Wealth Is Coming From

This is the second chapter of a four-part annual report on the global wealth industry and the trends shaping its future.

Shane Bennett named as a 2026 PAM (Private Asset Managers) NextGen Leader

This award demonstrates Shane’s passion for the industry and the innovative strategies he has employed to drive success for his clients.

Julius Baer international CEO: AI is not a threat to wealth management

Feeding AI internal data can better personalise advice to clients, David Durlacher tells FN

BNP Paribas and Mistral AI extend their partnership to support the next phase of generative AI deployment within the Group

The collaboration now extends beyond access to large language models, covering software, solutions and co‑development research projects.

1
2
3
4
5
6
7
8
…
1668
1669
1670

Wealth and Asset Management