Managers of Wealth

Abundant Innovation, Elusive Scale: Rethinking Growth in Financial Services

The conversation focuses on key themes such as building strong operational foundations, leveraging partnerships, and using AI to enable sustainable growth.

SEI Introduces Technology and AI to Boost Investment Manager Efficiency

Unified Platform Built to Transform Data Access, Transparency, and Operational Scale for the Future of Investment Management

Don't miss your window! Advisors discuss the best time to buy or sell a firm

Wealth managers want to make sure the timing is right when it comes to M&A. Here's how they know when the time is right to make a move.

RBC Wealth Management’s Global Insight 2026 midyear outlook

Since war broke out in the Middle East in February 2026, investors have watched as equities, bonds, commodities, and currencies reacted to the constant news flow.

AWM: Luxembourg could benefit from the three major revolutions

PwC believes that Luxembourg, thanks to its central role in fund distribution and its regulatory positioning, is among the main potential beneficiaries of this transformation.

Rathbones shares slump 16.5% after FCA-prompted review finds wealth management failings

The review also flagged weaknesses in aspects of the group's compliance, oversight and assurance arrangements.

Five years of impact: Rothschild & Co Foundation sets out its strategy to 2030

Since then, the initiative has supported purpose-led organisations developing practical, high-impact responses to social inequality and climate change.

Objectway wins eighth consecutive Goodacre Award for Best Wealth Management System

Recognition reflects Objectway’s framework that turns innovation into scalable outcomes through structured orchestration and disciplined execution.

The future of asset management: strategies for differentiation

Strategic clarity today will determine tomorrow’s competitive advantage.

Kuwait Finance House wins 3 Global Private Banking Innovation Awards

KFH earned these awards following a thorough evaluation by Global Private Banker magazine’s judging panel.

Partners Group statement regarding its evergreen vehicles

The two evergreen funds in question have achieved returns of approximately 5x since inception and have delivered robust performance in 2025, generating around 15% in realizations with similar expectations for 2026.

Union Bancaire Privée’s YT Kum: The market is well suited to hedge funds and systematic strategies

UBP’s head of managed solutions advisory, North Asia, tells FSA why it is not a coincidence that traditional asset managers are now promoting their systematic strategies.

Lombard Odier wins six accolades at the 2026 WealthBriefing Asia Awards

The awards also underscore the value of our partnership approach, including the multiple strategic alliances that help us serve our clients better across markets.

Morgan Stanley is opening wealth management to AI agents

The bank plans to open parts of its workplace wealth management infrastructure to external AI agents, allowing corporate clients to connect autonomous software directly to platforms that administer employee stock plans.

Technology firms prepare for blast-off with mega IPOs

As a number of US technology companies prepare to launch IPOs, we examine their potential impact on an already fast-growing sector and what this means for investors.

Rothschild & Co to acquire Marcard, Stein & Co, strengthening growth in German wealth management

As part of the acquisition of the long-established Hamburg private bank, Rothschild & Co will obtain a German banking licence.

BBVA, Banco Santander and CaixaBank launch Fraudfense Check to strengthen the banking sector’s fight against financial crime

Building on this foundation, the company is launching a service aimed at preventing fraud before it occurs through the secure exchange of information between financial institutions.

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Wealth and Asset Management