Managers of Wealth

Santander publishes AI projects under an Open Source licence to ramp up shared innovation

Banco Santander remains at the forefront of AI development by offering public repositories on Open Source to foster technical cooperation and shared learning.

LLB Switzerland awards first LLB Business Award to Hostpoint

The award went to Hostpoint AG and recognizes entrepreneurial excellence, customer focus, innovative strength, and regional responsibility.

BR Partners eyes acquisitions to expand wealth management

Bank says organic target of R$10bn in assets under management has been postponed but could double with acquisitions

Maybank Rolls Out AI Wealth Platform With Swiss Fintech

The initiative forms part of the bank’s broader wealth transformation strategy as competition intensifies among Asian financial institutions to enhance client experience through technology.

Vontobel gives young artists a big stage

The connection between wealth management and art has a long tradition at Vontobel .

Lync Wealth Management continues growth with double acquisition

Yorkshire Rose supports customers in Wetherby, Leeds, York and Harrogate, while Hayden Kilkelly operates across the West Midlands from its base in Kingswinford.

The drive behind our Wealth Planning expertise

It requires an understanding of each family’s unique circumstances, ambitions, and concerns, as well as the ability to look ahead and prepare for what comes next.

Lombard Odier and Alpha Japan are entering a new phase of their long-standing collaboration

This agreement will lead to closer alignment of their respective asset management and distribution capabilities. As part of the agreement, Alpha Japan LO am has adopted its new legal name, reflecting the expanded and deepened collaboration.

Crown Dependencies recognised at Citywealth Brand Management Awards

They also recognise the ever-important marketing and press function within financial services and the challenges they face as they switch to ESG stakeholder models.

Praxis earns hat trick of STEP Private Client Awards nominations

This year’s awards programme attracted a high number of nominations, with 374 submissions from 26 countries.

Beyond the ETF: how Mirabaud builds resilient discretionary portfolios

Mirabaud’s implementation strategy is essentially binary: they default to passive management for efficient, broad-market indices unless they identify significant alpha potential.

Landed estates and private banking interview: Aidan Faik, Weatherbys Private Bank

The current conversation centres on residential portfolios — clients are having to make difficult decisions in an environment of high cost, elevated risk, and compressed yields.

Households urged to invest more as property ties up Ireland's €1.4tn wealth

The study shows that Irish wealth increased by 9.4% or €120bn to €1.4tn in 2025, with property accounting for €973bn and cash deposits €194bn.

Morgan Stanley Wealth Management Expands Access to Private Markets and Alternatives with PMAX - Balanced and PMAX - Growth Funds

Historically, access to private markets was primarily limited to institutions and ultra-high-net-worth investors, but the PMAX fund platform now broadens access to institutional-quality private market investment managers for more clients.

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Wealth and Asset Management