Wealth and Asset Management Archives - Page 102 of 1534

NextGen Paris: building knowledge for the next generation of wealth

June 2, 2026

As families navigate what could be the greatest transfer of wealth in human history, Deutsche Bank Private Bank’s NextGen Paris Seminar brought the next generation of clients together for two days of discussion, insight and connection centred on investing, wealth planning and the future of family wealth. Held at Deutsche Bank’s Paris office in […]

Wealth and Asset Management

Fidelius partners with London law firm on wealth management venture

June 2, 2026

Bath-based advice firm Fidelius has partnered with London law firm Lawrence Stephens to launch a joint wealth management venture named LS Wealth. Operating as a trading style of Fidelius, the new venture will combine Lawrence Stephens’ legal support with Fidelius’ financial planning offering. Steven Bernstein, CEO of Lawrence Stephens, said that Fidelius ’ […]

Wealth and Asset Management

Navigating the HNW intergenerational wealth transfer

June 1, 2026

Financial advisers are working with high-net-worth clients to establish a wealth transfer plan but a Shaw and Partners report suggested they should also be using the opportunity to secure the next generation of clients. An estimated $4.9 trillion is set to change hands in the intergenerational wealth transfer, according to Shaw and Partners report, […]

Wealth and Asset Management

Citi Opens Representative Office in Guyana

June 1, 2026

Citi announced the establishment of a new representative office in Georgetown, Guyana This strategic expansion reinforces Citi’s commitment to the nation, supporting its growth, development and the strengthening of its financial infrastructure The new entity will facilitate the connection between clients and global markets while reinforcing collaboration with the public and private sectors Citi has […]

Wealth and Asset Management

Bedrock’s Advisors Named in the 2026 Spear’s Wealth Management Index

June 1, 2026

Bedrock is proud to share that three of our advisors: Maurice Ephrati, Managing Partner; Raquel Santos Silva, Partner; and Helena Eaton, Head of Investment Advisory, have been recognised in the 2026 Spear’s 500 Wealth Management Indices. Often described as the “Michelin Guide of Wealth”, the Spear’s 500 Wealth Management Index recognises leading experts across […]

Wealth and Asset Management

Corient Completes Acquisitions of Stonehage Fleming and Stanhope Capital Group; Global Assets Surpass US$500 Billion

June 1, 2026

Corient has announced the successful completion of its previously announced acquisitions of Stonehage Fleming and Stanhope Capital Group, marking a significant milestone in its continued global expansion. “This is an exciting moment for Corient and the clients we serve around the world,” said Kurt MacAlpine, Founding Partner and Chief Executive Officer of Corient. “We […]

Wealth and Asset Management

Quilter launches targeted support offering via Quilter Invest

June 1, 2026

Quilter Invest is designed to support clients in the earlier stages of their investment journey, while also providing advisers with a proposition for clients who may not be ready for holistic financial advice. As such, it offers a practical and proportionate route to investing through targeted support, while keeping the door open for advice in […]

Wealth and Asset Management

Zurich-Based EFG International Targets South Florida in Americas Expansion

June 1, 2026

EFG International AG, the Zurich-based private banking and wealth management firm, is accelerating its growth across the Americas with a strategic focus on South Florida, as the region continues to attract high-net-worth individuals, entrepreneurs and international investors. The firm’s Americas business delivered the fastest growth of any EFG region last year, adding approximately $4 […]

Wealth and Asset Management

Zurich-based asset manager establishes advisory board for digitalization and AI

June 1, 2026

With a newly created Innovation Advisory Board, SoundCapital aims to strategically anchor the topics of digitalization and artificial intelligence and accelerate their implementation in wealth management. SoundCapital launched an Innovation Advisory Board (IAB) at the beginning of June. The new body will advise the company on its digital and AI strategy, prioritize relevant initiatives, […]

Wealth and Asset Management

Coutts Crown Dependencies announces new Client Acquisition Team

June 1, 2026

Coutts Crown Dependencies has announced the launch of a new dedicated Client Acquisition Team. The team is led by Tina Carter, Client Acquisition Lead, who brings more than 40 years of banking experience across NatWest Group. Tina has a deep understanding of the intermediary market and a strong track record in building trusted, enduring […]

Wealth and Asset Management

Nedbank Private Wealth included in The Sunday Times’ UK Best Places to Work rankings

June 1, 2026

Nedbank Private Wealth has again been recognised by The Sunday Times as one of the UK’s Best Places to Work in the Big Organisation category. The company has appeared in the listing since 2005. This year, with more than 300 employees across offices in the Isle of Man, UK, Jersey and Dubai, Nedbank Private […]

Wealth and Asset Management

CICC 2026 London Wealth Management Forum Successfully Held

June 1, 2026

CICC successfully held the CICC 2026 London Wealth Management Forum in London, the UK. Centered on the theme "Bridging and Transcending", the forum brought over 200 representatives from various sectors to engage in in-depth discussions on global economic developments, China-UK economic and financial cooperation, and multi-asset allocation, focusing on the cutting-edge trends and practical pathways […]

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