Wealth and Asset Management

Wealth and Asset Management

Don't miss your window! Advisors discuss the best time to buy or sell a firm

June 16, 2026

Timing, so the saying goes, is everything. And perhaps never more so than when it comes to wealth management M&A where finding the right partner can generate untold synergies – and finding the wrong one can destroy a lifetime of work.   As a result, advisors have plenty of advice for successfully navigating M&A and, […]

Read More

Wealth and Asset Management

RBC Wealth Management’s Global Insight 2026 midyear outlook

June 16, 2026

RBC Wealth Management’s Global Portfolio Advisory Committee has published its Global Insight 2026 Midyear Outlook, providing analysis of the key headwinds and tailwinds across asset classes and geographies.   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. […]

Read More

Wealth and Asset Management

AWM: Luxembourg could benefit from the three major revolutions

June 16, 2026

The mobilisation of €10trn in dormant savings, the opening up of private markets to the general public and the rise of tokenisation could profoundly reshape European asset management by 2030.    PwC believes that Luxembourg, thanks to its central role in fund distribution and its regulatory positioning, is among the main potential beneficiaries of this […]

Read More

Wealth and Asset Management

Rathbones shares slump 16.5% after FCA-prompted review finds wealth management failings

June 16, 2026

Shares in Rathbones Group PLC  tumbled 16.5% to 1,630p on Tuesday after the wealth manager flagged a regulatory review that found shortcomings in its UK business and will trigger £60 million of costs.   The group commissioned a skilled person review, an independent assessment overseen by the Financial Conduct Authority, after engagement with the regulator. […]

Read More

Wealth and Asset Management

Five years of impact: Rothschild & Co Foundation sets out its strategy to 2030

June 15, 2026

Rothschild & Co Foundation has launched its new strategy to 2030, marking the next chapter in its work to support young people and strengthen the systems that shape their lives.   For more than two centuries, philanthropy has been part of the Rothschild family’s identity. Across generations, they have supported people and the environment, shared […]

Read More

Wealth and Asset Management

Objectway wins eighth consecutive Goodacre Award for Best Wealth Management System

June 15, 2026

Objectway has been awarded Best Wealth Management System at the 2026 Goodacre Systems in the City FinTech Awards. This marks the eighth consecutive year that Objectway has received the award, and its thirteenth consecutive Goodacre accolade overall.   The award comes at a time when wealth management firms are under increasing pressure to turn technology […]

Read More

Wealth and Asset Management

The future of asset management: strategies for differentiation

June 15, 2026

If you were to build the asset manager of the future, what would you prioritize and where would you invest?   Drawing on plans and predictions from asset management CFOs worldwide, combined with our deep sector experience and client insights, this report offers a forward-looking perspective on the industry’s future.   Download our report to […]

Read More

Wealth and Asset Management

Kuwait Fin­ance House wins 3 Global Private Bank­ing Innov­a­tion Awards

June 15, 2026

Kuwait Fin­ance House has won three pres­ti­gi­ous awards at the Global Private Banker “Global Private Bank­ing Innov­a­tion Awards 2026”: Best Private Bank – Kuwait, Best Private Bank for Islamic Ser­vices, and Best Private Bank for Dis­cre­tion­ary Port­fo­lios – Kuwait.   These awards reflect KFH’s leadership and successful strategy to become the premier Sharia-compliant private banking […]

Read More

Wealth and Asset Management

Partners Group statement regarding its evergreen vehicles

June 15, 2026

Partners Group is issuing this statement following media interest in unfounded market rumors alleging that the firm is considering additional liquidity restrictions on or freezing its evergreen vehicles.    Partners Group has no intention of altering any documented liquidity mechanisms and has no plans to freeze any of its evergreen vehicles, given their portfolios are […]

Read More

Wealth and Asset Management

Union Bancaire Privée’s YT Kum: The market is well suited to hedge funds and systematic strategies

June 15, 2026

As part of our series of exclusive gatekeeper interviews, FSA speaks with Yan Ting (YT) Kum, head of managed solutions advisory, North Asia at Union Bancaire Privée.   YT is head of managed solutions advisory, North Asia for Union Bancaire Privée. He is responsible for enhancing the bank’s fund offering and driving growth and penetration […]

Read More

Wealth and Asset Management

Lombard Odier wins six accolades at the 2026 WealthBriefing Asia Awards

June 15, 2026

Lombard Odier has been recognised in six categories at the 2026 WealthBriefing Asia Awards and the WealthBriefing Asia Greater China Awards, reflecting the strength of our capabilities and the consistency of our client offering in the region.   Strong recognition across Asia At the WealthBriefing Asia Awards, we were honoured in three key categories: Best […]

Read More

Wealth and Asset Management

Morgan Stanley is opening wealth management to AI agents

June 15, 2026

Their AI agent bet isn't really about AI   For most of the past two years, Wall Street's AI conversation has revolved around models, chips, and eye-watering infrastructure spending.    Investors have poured money into anything connected to the AI supply chain, while banks quietly experimented with productivity tools behind the scenes. Morgan Stanley's latest […]

Read More