Managers of Wealth

Wealth management is going institutional, but what does that mean for your clients?

Wellington Management's Christina Kopec Rooney on the forces reshaping how RIAs build portfolios and serve clients.

Saffery shortlisted for Citywealth Brand & Marketing Awards 2026

The Private Wealth Podcast is part of Saffery’s broader marketing communications strategy, providing insights, analysis and commentary for clients, intermediaries and the wider private wealth community.

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.

Your HNW clients probably protect their businesses more robustly than their estates

A survey of 100+ family office professionals reveals that governance, not money, is the real problem.

Guernsey recognised at Wealth for Good Awards 2026 for leadership in sustainable finance

Entries are assessed through an independent judging process designed to identify meaningful initiatives that use finance as a force for positive environmental and social outcomes.

Ray Dalio's warning to investors: Wealth is not money

Dalio says bubbles burst when investors need cash. Wealth taxes may be one of the catalysts that force wealth into money.

FCA warns UK consumers over Coutts Wealth Management clone firm

The regulator says the operation is a clone firm, meaning it copies details associated with a genuine authorised business to persuade people it is legitimate.

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.

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Wealth and Asset Management