Managers of Wealth

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

Since then, the initiative has supported purpose-led organisations developing practical, high-impact responses to social inequality and climate change.

Objectway wins eighth consecutive Goodacre Award for Best Wealth Management System

Recognition reflects Objectway’s framework that turns innovation into scalable outcomes through structured orchestration and disciplined execution.

The future of asset management: strategies for differentiation

Strategic clarity today will determine tomorrow’s competitive advantage.

Kuwait Finance House wins 3 Global Private Banking Innovation Awards

KFH earned these awards following a thorough evaluation by Global Private Banker magazine’s judging panel.

Partners Group statement regarding its evergreen vehicles

The two evergreen funds in question have achieved returns of approximately 5x since inception and have delivered robust performance in 2025, generating around 15% in realizations with similar expectations for 2026.

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

UBP’s head of managed solutions advisory, North Asia, tells FSA why it is not a coincidence that traditional asset managers are now promoting their systematic strategies.

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

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

From Rockefeller To Musk: The Wealth Boom That’s Leading To The First Trillionaire

His wealth explosion has inspired his devotees, exhilarated his investors, vexed the skeptical and enraged those calling for higher taxes on the ultra-rich.

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Wealth and Asset Management