Wealth and Asset Management

Wealth and Asset Management

No longer ‘one and done’ as HNWs seek broader wealth manager relationships

June 18, 2026

Wealth management incumbents are losing ground as assets flow to a number of specialist providers and exclusive relationships are no longer a given, according to Capgemini.    The firm’s annual World Wealth Report found global HNW wealth reached US$98.3 trillion while the population rose to 25.3 million individuals between 2024 and 2025.    In Australia, […]

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Wealth and Asset Management

Elon Musk’s unprecendented accumulation of wealth

June 18, 2026

Hi and welcome to TechScape. Nick Robins-Early here, US tech and power reporter at the Guardian. I’m filling in for your usual host Blake Montgomery, who is out this week on vacation.   Today, we’ll be talking about the historic SpaceX IPO and the US government’s surprise order to limit the use of Anthropic’s most […]

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Wealth and Asset Management

Wealth managers battle for the UK’s heart and soul

June 18, 2026

As the political battle for control of the UK’s former industrial northern heartlands heats up, so does the rivalry for regional mastery by private banks and wealth managers.   The latest entrant to the race to develop business among entrepreneurs in regions outside London and the south-east is an unlikely one. Pictet, a traditional Swiss […]

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Wealth and Asset Management

Charles Stanley to drop 200-year-old name in Raymond James rebrand

June 18, 2026

Charles Stanley, one of the oldest names in UK wealth management, will adopt the Raymond James brand. Raymond James revealed today (18 June) that it would unite its UK wealth management businesses under its own brand.   The rebrand was undertaken with the intention of supporting "the long-term ambition of becoming one of the top […]

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Wealth and Asset Management

Linvo Sets Sights on AI-Led Wealth Management, Opens AI Advisor Roles for 2026

June 18, 2026

Linvo AG has set out its vision for the year ahead, naming applied artificial intelligence as the centre of its strategy for 2026 and opening a new set of AI advisor roles to deliver it.   Linvo sets sights on AI-led wealth management, opens AI advisor roles for 2026   The firm sees the coming […]

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Wealth and Asset Management

Wealth & Asset Management’s Defining Shift

June 18, 2026

Executive Perspective: John Goddard, CEO, Quilter Cheviot   John Goddard is CEO of Quilter Cheviot, where he sets the firm’s strategy and its commitment to helping clients navigate life’s opportunities and challenges. With nearly 30 years in financial services focused on the Ultra-High and High-Net-Worth markets, and prior leadership roles at HSBC across Europe, the […]

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Wealth and Asset Management

Leonteq concludes regulatory legacy matters

June 18, 2026

Leonteq AG has announced that FINMA has confirmed that all measures ordered following the conclusion of the enforcement proceedings in 2024 have been addressed.    This concludes all pending regulatory proceedings against Leonteq and provides clarity and certainty for the continued execution of its business priorities.   Following the conclusion of the enforcement proceedings in […]

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Wealth and Asset Management

First State Financial Management Selects Mili, Bringing AI-Powered Advisor Workflows to Community Bank Wealth Management

June 18, 2026

First State Financial Management, the wealth management subsidiary of First State Community Bank, has selected Mili as its AI platform. FSFM advisors serve individuals, families, and businesses across Missouri, with client relationships that often extend across generations.   Wealth management’s largest firms have spent this year moving advisor AI from pilots to full rollouts, built […]

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Wealth and Asset Management

Tatton Asset Management ups dividend as annual results beat consensus

June 17, 2026

Tatton Asset Management PLC on Tuesday increased its total dividend by 42% as it reported profit and revenue ahead of market expectations.   In response, shares in Tatton, which provides discretionary fund management and independent financial advisor support services, soared 10% to 658.60 pence each in London on Tuesday.   Pretax profit increased 17% to […]

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Wealth and Asset Management

Private Wealth Planning in Focus Across Asia

June 17, 2026

The evolving challenges facing families, fiduciaries and advisers in the region were under the spotlight at our two exclusive private wealth roundtables in Asia this June.   Bringing together leading practitioners, the first event, ‘Managing Trusts in the Real World’, was co-hosted with Fairway Group in Singapore on 2 June. Led by Yiow Chong Tan, […]

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Wealth and Asset Management

Asset and Wealth Management Revolution Asia-Pacific

June 17, 2026

Asia-Pacific (APAC) is the most innovative and dynamic of the world’s main asset and wealth management (AWM) regional markets. It’s also the most diverse. How can your business come out in front?    APAC’s fast-rising potential is reflected in the opening up of US$47 billion in new regional AWM revenues by 2030.    Assets under […]

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Wealth and Asset Management

Wrise launches wealth management academy in Wuxi

June 17, 2026

The new office, located in the Yangtze Delta region, aims to strengthen family governance and intergenerational succession capabilities among next-generation family leaders.   Wrise Group,an Asian independent wealth management firm, has officially launched Wrise Academy in Wuxi, dedicated to family governance and talent development. This new office comes amid accelerating intergenerational wealth transfer across China […]

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