Managers of Wealth

Protecting clients from ‘fake news’

Information flow is becoming a pressure point for advisers and wealth managers as they educate clients on the ‘reality of information’ and lack of market transparency.

Why Predictive Finance Is the Future of Wealth Management

Yet one question remains: if we have more financial technology than ever, why aren’t people making significantly better financial decisions?

Lombard Odier, the 8-Generation House

Lombard Odier is itself an independent, multi‑century family‑owned partnership, spanning successive generations of its founding families.

Partners Group closes USD 1 billion private credit mandate in Asia

The mandate will invest in senior and junior direct lending opportunities in Asia-Pacific, housing a diversified portfolio of high-quality credits spanning multiple sectors and jurisdictions.

Mattioli Woods renews Leicester Tigers partnership

Partnership renewed for the 2026/27 season, retaining naming rights to Mattioli Woods Welford Road Stadium

Titan Wealth acquires Channel Islands tax firm

The deal, subject to regulatory approval, follows Titan Wealth’s recently announced acquisition of Progeny International.

Iress UK earnings rise 43% in first half of 2026

UK CEO Alistair Morgan said investment in its Xplan platform was strengthening the firm’s position with larger UK wealth businesses.

Ping An Wealth Management H1 net profit falls 21% year-on-year; AUM drops below 1 trillion yuan mark

This performance stands in contrast to the overall industry trajectory.

Earnings season: From headliners to supporting acts

As US corporates report their second-quarter results, leadership is becoming broader, with gains increasingly driven by a wider range of companies rather than being concentrated in the largest technology stocks.

Charities stick to ESG investment focus despite pressure to boost returns

Most UK charities expect ESG to become even more important over the next three years, with many planning stricter exclusion policies and placing growing emphasis on the social impact of their investments, research from Rathbones shows.

Singapore speeds up bank onboarding to woo family offices after scandal

Lawyers believe this call is reshaping how family offices, their advisers and compliance teams approach establishment in the city-state.

Citi Investor Services Wins US$380 Billion Middle Office Mandate from Aegon Asset Management

As Citi realizes opportunities with asset managers globally, the mandate underscores Citi’s ambitions to scale growth on Aladdin

Yomiuri: MUFG to Strengthen Wealth Management Services in Asia, Deputy Chairman Says

Yasushi Itagaki: In countries belonging to the Association of Southeast Asian Nations (ASEAN), the COVID-19 pandemic accelerated the digitalization of finance.

Affin Bank’s Wong Kok Hong: Diversification remains the foundation of portfolio construction

The Malaysian firm has onboarded more covered call strategies for income generation, Affin Bank’s head of wealth investment advisory, Wong Kok Hong tells FSA.

Quilter red flags Cirilium active funds for more poor returns

The failings of the £2.8bn active multi-asset range stand in contrast to its passive counterpart and the firm’s wildly successful WealthSelect MPS.

CEO banned for false and misleading statements made in attempt to buy bank and football club

During his time at BHAM, Mr Taylor made misleading statements and falsified information during 2 separate attempted acquisitions.

Confidence in UK economy hits 21 month-high and spending climbs 2.0 per cent in July, boosted by pubs, cinemas and staycations

Confidence in the strength of the UK economy reached 30 per cent in July – representing a 21 month-high and a six-percentage point improvement on June.

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Wealth and Asset Management