Managers of Wealth

Hong Kong’s affluent planning lags despite wealth continuity gains

Around 80% had wills, trusts, or succession plans in place.

Risk-averse Britain is losing its brightest stars abroad: our task is ensuring they flourish here – our UK CEO in the Telegraph

If even a fraction of this capital pool was diverted into start-up and scale-up businesses through regulated funds, the impact on private enterprise could be transformative.

Investec delivers £922mn across FY2025/26, taking three-year total to £2.48bn

This reflects Investec’s continued support for clients across the market through debt capital, alongside its growing ability to deliver larger ticket sizes and support larger transactions.

Mackenzie Investments Announces Partnership with Waystone to Expand European Presence with Launch of Mackenzie UCITS Fund

Investors can benefit from the GQE Team’s holistic quantitative investment approach, which combines advanced data science with human insight in seeking to generate alpha while carefully managing risk.

Cinerius expands into Northern Germany with IAM takeover

Private equity-backed consolidator Cinerius Financial Partners has acquired the Hamburg-based firm Honestas.

Lombard Odier’s 2026 Asia-Pacific high-net-worth individuals study: clear priorities, but limited frameworks

At the same time, many continue to face challenges in translating intentions into action - particularly when it comes to structuring governance, succession and family businesses, and aligning family wealth across generations.

St.Galler Kantonalbank opens branch in Düsseldorf

The new branch will serve as a central point of contact for high-net-worth individuals, entrepreneurs, and institutional investors in North Rhine-Westphalia.

Cayman to hold US$700 billion of international private wealth by 2030

The report found it reached US$333 trillion in 2025, up from US$301 trillion in 2024.

Q3 2026 Investment Outlook – Where capital meets the future

In its Q3 2026 Investment Outlook, HSBC Private Bank remains optimistic about the resilience of the global economy and expects volatility to be manageable.

St James’s Place faces legal action over adviser client transfers

The claims add to scrutiny of the UK wealth manager after recent upheaval over fees, customer complaints and changes to its charging model.

Artificial intelligence enters Credem to improve customer portfolios

The goal of the partnership is to strengthen the relationship between advisors and investors, unlocking value through the strategic use of data.

Is the wealth management industry scalable?

As such, the industry has substantial potential to grow and become more profitable if the issues surrounding scale areresolved.

Broadridge and Kyndryl Extend Agreement to Bring Leading Edge Resiliency and Enhanced AI Capabilities to Broadridge Infrastructure

Agentic AI and quantum-ready mainframe capabilities advance data center modernization

Broadridge Expands NYFIX Platform with Overnight U.S. Equity Trading Access Through CAPIS and Blue Ocean

New integration gives broker-dealers and institutional investors access to overnight liquidity across 4,000+ U.S. equities

Acquisition flurry adds £2bn in assets to wealth management consolidator

The deals included its biggest acquisition to date, with the February purchase of West Midlands-based Prosperity Wealth.

Wealth manager 'will push on' after £2 billion boost

The acquisitions were completed through Fairstone’s downstream buyout programme, which allows business owners to work with a company and grow operations while planning for a sale at a future date.

Indosuez Wealth Management in Monaco, partner of the Monaco Blue Initiative and the Blue Economy & Finance Forum 2026

CFM Indosuez, Crédit Agricole CIB and Crédit Agricole S.A. are once again partners of the Monaco Blue Initiative (MBI) and the Blue Economy & Finance Forum (BEFF) 2026, illustrating the Group’s collective commitment to responsible

TIFIN Australia Launches to Accelerate AI-Powered Wealth Innovation in the Region

TIFIN Australia will focus on delivering AI-native solutions for financial advisors, wealth managers, and enterprises across the Australian market, enabling personalized, scalable, and effective financial advice.

Brookfield Corporation and Brookfield Wealth Solutions Receive Board Approval for Corporate Simplification

The Transaction will be implemented pursuant to a court-approved plan of arrangement and related steps requiring approval of shareholders of each of BN and BWS and is expected to be completed on a tax deferred basis for U.S. and Canadian shareholders.

Where the Next Wave of Wealth Is Coming From

This is the second chapter of a four-part annual report on the global wealth industry and the trends shaping its future.

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Wealth and Asset Management