Managers of Wealth

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

ABN AMRO gains momentum in Germany following the integration of Hauck Aufhäuser Lampe (HAL)

With this milestone, ABN AMRO is implementing its multi-brand strategy in Germany, with Wealth Management operating under the Bethmann HAL name and Corporate Banking and Asset Servicing under the ABN AMRO brand.

Barclays: Mid-Year Outlook 2026

In bond markets, expectations of rate cuts at the start of the year have been turned on their head, sparking a sell-off.

HSBC AM raises $1bn for Nav financing strategy

The strategy will remain open to additional investors through 2026 and into 2027.

Van Lanschot Kempen UK is Fiduciary Manager of the Year 2026

The panel judged Van Lanschot Kempen’s entry as the best of 2025 in terms of innovation, performance and service.

Raise launches Millions investment app for Gen Z investors

Millions has been positioned as an investment platform aimed at simplifying market participation for younger investors entering the financial ecosystem.

LTX Launches Agentic AI in BondGPT, Turning AI Insights into Trading Action

Broadridge-backed LTX integrates real-time, actionable agentic AI directly into daily fixed income trading workflows

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.

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Wealth and Asset Management