Wealth and Asset Management Archives - Page 102 of 1518

Partners Group inks distribution partnership with Bank of East Asia

May 12, 2026

Alternatives asset manager Partners Group has entered a distribution partnership with The Bank of East Asia (BEA) in Hong Kong as part of its push into the wealth segment. The partnership will give BEA’s wealth management and high-net-worth clients access to a select number of Partners Group’s private markets investments. Henry Chui, head […]

Wealth and Asset Management

The Kelley Financial Group Earns Forbes Best-in-State Wealth Advisors 2026 Recognition

May 12, 2026

The Kelley Financial Group gains national recognition as Micah Kelley earns placement on the Forbes Best-in-State Wealth Advisors 2026 list. The ranking reflects a rigorous assessment of experience and sustained client outcomes under pressure. It underscores the firm’s role in helping clients maintain discipline and direction through uncertain market conditions. The recognition places […]

Wealth and Asset Management

Next-gen heirs shun change, want continuity in banking, says UBS

May 12, 2026

One in two next generation wealthy heirs prefer to retain the same private bank that their parents use, according to UBS’ first global next-generation report. That debunks a long-standing industry myth that next-gen clients instinctively want to distance themselves from their parents’ banker, according to Young Jin Yee, co-head of UBS Global Wealth Management […]

Wealth and Asset Management

J.P. Morgan Private Bank Unveils 2026 Mid-Year Outlook: Promise and Pressure

May 12, 2026

The closure of the Strait of Hormuz is the largest oil supply shock since World War II but it is not an isolated event; it is the latest chapter in a structural reorientation of the global economy toward security and resilience Compelling opportunities in emerging markets, security-driven investment, and national champions Rolling shocks are structural, […]

Wealth and Asset Management

PMI and Schroders launch 2026 survey on Defined Benefit investment governance

May 12, 2026

The industry is being asked to have its say on Defined Benefit investment governance as part of a new survey from The Pensions Management Institute (PMI), in partnership with Schroders. With funding positions improving for many schemes, and expectations around governance, value and long-term planning intensifying, the survey aims to understand how DB governance […]

Wealth and Asset Management

Wealth managers prepare for next ‘Big Bang’ in technology

May 12, 2026

Most decisions made about digitalisation of wealth management tend to be financial rather than practical or client-focused, believe industry commentators, with key tech innovations often prevented from reaching a wider audience. There is a broad agreement that the technology has long been present to enable faster development of digital portfolio management, yet few private […]

Wealth and Asset Management

Edmond de Rothschild AM expands sales in Latin America and US offshore

May 12, 2026

The asset management company Edmond de Rothschild Asset Management has entered into a strategic distribution agreement with Davinci Trusted Partner. Edmond de Rothschild Asset Management ( EdR AM ) aims to strengthen its sales across the Atlantic. To this end, a partnership has been agreed upon with Davinci Trusted Partners, according to a press […]

Wealth and Asset Management

Private Banking: Why the 10 billion question is only half the truth

May 12, 2026

Does a private bank with less than 10 billion in assets under management even have a future in Switzerland? The answer is considerably more complex. Every few weeks, Gil M. Chalem , Managing Partner at the internationally active Geneva-based headhunter for Private Banking & Wealth Management "Executive Partners", conducts a conversation with a senior […]

Wealth and Asset Management

The restructuring of Bank E. Sturdza weighs on its results

May 11, 2026

In 2025, Eric Sturdza Bank undertook a profound restructuring which had a negative impact on its results. In fact, the asset management activities previously carried out by EI Sturdza Strategic Management in Guernsey and London (now in liquidation) were repatriated to Switzerland during 2024. They are now managed by a new company, Eric […]

Wealth and Asset Management

Wealth manager masters the art of providing clarity and delivering growth for clients

May 11, 2026

What do a wealth management professional covering the burgeoning Asian region and a painter have in common? For LH Koh, it involves staying grounded. Koh, head of global family and institutional wealth for Asia-Pacific at UBS – the Swiss financial services company which is consistently ranked as the world’s largest – believes that guiding […]

Wealth and Asset Management

IMA adds $400M wealth management team through CFS partnership

May 11, 2026

IMA Financial Group is expanding its investment advisory business with the addition of Coordinated Financial Services (CFS), a Colorado-based wealth management firm overseeing more than $400 million in client assets. The CFS team joined IMA Advisors on May 1 and will operate as part of IMA Private Wealth. The move pushes IMA’s registered investment […]

Wealth and Asset Management

Intesa Sanpaolo posts record Q1 profit as Wealth Management accelerates

May 11, 2026

In the first quarter of 2026, Intesa Sanpaolo delivered net income of €2.8 billion, the best quarterly result in the Group’s history (+6% vs. Q1 2025). Operating income reached a record €7.2 billion (+5.3% vs. Q1 2025), driven by balanced growth across net interest income, commissions, insurance activities and trading. Net fees and commissions […]

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