Wealth and Asset Management

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 […]

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Wealth and Asset Management

Technology firms prepare for blast-off with mega IPOs

June 15, 2026

At least three firms planning initial public offerings (IPOs) in 2026 could achieve valuations above $750 billion, potentially placing them among the 25 most valuable publicly traded companies in the US. Although IPO issuance is expected to be strong, US companies are likely to be net buyers – not sellers – of equities in 2026. […]

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Wealth and Asset Management

Rothschild & Co to acquire Marcard, Stein & Co, strengthening growth in German wealth management

June 15, 2026

Rothschild & Co has signed an agreement to acquire 100 per cent of the shares in Hamburg-based Marcard, Stein & Co. This transaction demonstrates Rothschild & Co’s continued commitment to its German wealth management business in a strategically important market to the Group.   As part of the acquisition of the long-established Hamburg private bank, […]

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Wealth and Asset Management

BBVA, Banco Santander and CaixaBank launch Fraudfense Check to strengthen the banking sector’s fight against financial crime

June 15, 2026

FrauDfense has announced the go-live of FrauDfense Check, its first operational service.    This initiative highlights the pioneering and innovative role of the three institutions in promoting sector-wide collaboration models, positioning the Spanish financial industry as an international benchmark in fraud prevention.   FrauDfense has developed an advanced, high-performance technology platform designed to operate in […]

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Wealth and Asset Management

From Syz to Byz: riding the rocky road of private markets

June 15, 2026

The tale of the Syz family in Geneva is one of the Swiss private banking world’s most public success stories. It has not been without upheavals, mirroring the industry’s transformation from secret tax-saving cabal to investment-led hub of expertise.   Along with two partners, Eric Syz, a refugee from Geneva stalwarts Lombard Odier, launched his […]

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Wealth and Asset Management

Existing Single Family Offices Get One Year to Meet New MAS Rules

June 15, 2026

Singapore will roll out an updated framework for Single Family Offices (SFOs) on 15 June 2026, streamlining exemptions while enhancing regulatory monitoring.   The Monetary Authority of Singapore (MAS) said the changes will give qualifying SFOs a simpler process to establish operations in the country.   Under the framework, eligible SFOs will not need to […]

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Wealth and Asset Management

Wealth management is going institutional, but what does that mean for your clients?

June 15, 2026

The wealth management industry is undergoing a quiet but profound transformation with RIAs consolidating, clients demanding more, and the strategies once reserved for large institutional investors making their way into advisor portfolios.   Christina Kopec Rooney, Head of US Wealth at Wellington Management, which supports more than $600 billion in US wealth assets, joined the […]

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Wealth and Asset Management

Saffery shortlisted for Citywealth Brand & Marketing Awards 2026

June 15, 2026

Saffery’s Private Wealth Podcast has been shortlisted for the Best Podcast of the Year category at the Citywealth Brand & Marketing Awards 2026.   Hosted by Saffery partners Leonora Stevens and Mike Hodges, the podcast explores the evolving landscape of private wealth. Since its launch in July 2021, the podcast has had 20,000 downloads with […]

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Wealth and Asset Management

Brown Shipley announces launch of Quintet Financial Services (QFS), enhancing its UK institutional offering

June 12, 2026

Quintet Private Bank has announced the launch of QFS, a dedicated B2B platform for institutional and professional investors across Europe and the UK. The platform is delivered through the Quintet group’s regulated entities, including Brown Shipley in the UK, the entity providing services to relevant UK clients.    QFS replaces Quintet’s previous Asset Servicing & […]

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Wealth and Asset Management

What Freedom Means In Wealth Management In 2026

June 12, 2026

The wealth management industry is entering a new era of consolidation.   Across the market, independent advisory firms are increasingly merging into larger institutions, partnering with private equity investors or adopting centralized corporate structures designed to accelerate growth and scale.    According to recent industry reporting from Investment Executive and PwC, consolidation activity across the […]

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Wealth and Asset Management

The great wealth transition: why Asia’s richest families are rethinking governance

June 12, 2026

For decades, private wealth planning followed a relatively familiar playbook: Preserve capital. Protect assets. Prepare for succession. That model still matters; but for many of Asia's wealthiest families, it is no longer enough.   Today's family wealth rarely sits in one place. Family members may live in Singapore, study in London, invest in New York […]

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Wealth and Asset Management

Investec advances wealth and investment management offering

June 12, 2026

Investec Wealth & Investment International has partnered with SecuritEase International to strengthen its wealth and investment offering through a more connected and integrated investment platform designed to support the evolving needs of modern, high-net worth investors.   This partnership forms part of Investec Wealth & Investment’s strategy to enhance its wealth and investment capabilities, built […]

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