Managers of Wealth

OWIN26: Scalability, a Real Challenge for Wealth Management

Financial institutions must learn to do both at scale, ensuring that an increase in initiatives doesn't translate into increased operational complexity.

Rothschild & Co wins Best Debt Advisory Firm for Companies

This recognition reflects the strength of Rothschild & Co's advisory capabilities, built on a track record of advising on some of the most complex and high-profile transactions globally.

Schroders recognised with double win at Investment Week Fund Manager of the Year Awards

The Investment Week Fund Manager of the Year Awards recognise excellence within the UK investment industry

JTC Wins Three Awards at Inaugural Jersey Compliance Awards 2026

This recognition reflects the strength of JTC’s compliance culture and the commitment of its people to maintaining the highest standards in support of clients, colleagues and the wider business.

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

Wealth management incumbents are losing ground as HNW assets flow to a number of specialist providers and exclusive relationships are no longer a given, according to Capgemini.

Elon Musk’s unprecendented accumulation of wealth

IPO mints Musk as world’s first trillionaire – now SpaceX is public, it will be harder than ever not to have a stake in its future

Wealth managers battle for the UK’s heart and soul

Assets generated by the UK’s regional entrepreneurs are providing a vibrant battleground in the UK, as the country enters another period of political uncertainty

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

Follows 2022 acqusition

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

he new AI advisor roles are intended to anchor that shift inside the firm.

Wealth & Asset Management’s Defining Shift

His perspective connects technology, client relationships, and operating discipline, showing how the design of a business determines whether AI becomes a decisive, trusted, and scalable advantage.

Leonteq concludes regulatory legacy matters

FINMA has now confirmed to Leonteq that all ordered measures have been implemented.

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

The wealth management arm of First State Community Bank, a $4.5 billion Missouri bank, deploys Mili across its advisor team serving more than 50 locations statewide.

Asset and Wealth Management Revolution Asia-Pacific

Ahead of the curve | Capitalising on rising wealth and capital dispersion

Tatton Asset Management ups dividend as annual results beat consensus

Pretax profit increased 17% to £25.1 million in the financial year ended March 31 from £21.6 million the year prior.

Private Wealth Planning in Focus Across Asia

Across Asia, substantial intergenerational wealth transfers, the growing use of cross-border structures, and increasing sophistication in private wealth planning are all shaping the way families and advisers approach long-term wealth management.

Wrise launches wealth management academy in Wuxi

The new office aims to strengthen family governance and intergenerational succession capabilities among next-generation family leaders.

Traditional Wealth Firms Lose Share to Wealthtechs, Robo-Advisors, Single-Family Offices

Relationship managers recognize the need to embrace advanced technologies to boost efficiency and enhance client experience.

Broadridge Joins Anthropic’s Project Glasswing

Strategic AI partnership helping secure critical software in the AI era

Rathbones launches share buyback programme

Under the Programme MLI will purchase Ordinary Shares as riskless principal for a maximum consideration of up to £20 million, and within certain defined parameters, for subsequent repurchase by the Company.

Morningstar Wealth Teams with Apollo, Franklin Templeton and J.P. Morgan Asset Management to Develop Public/Private Model Portfolios

Launching later this year, the models are designed to expand access to private markets while addressing implementation challenges through multi-manager selection, transparent pricing, and disciplined portfolio construction

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Wealth and Asset Management