Managers of Wealth

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.

From Syz to Byz: riding the rocky road of private markets

As scion of a prominent Swiss private banking family, Marc Syz was destined to pursue a financial career, but his vision for private markets has led to a generational rift

Existing Single Family Offices Get One Year to Meet New MAS Rules

The revised framework introduces simpler operating requirements while giving MAS more visibility over family office activity.

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

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Wealth and Asset Management