Wealth and Asset Management

15065 articles found

Wealth and Asset Management

Hana Bank Wins Euromoney Korea Best Private Bank

Hana Bank announced on April 28 that it was simultaneously awarded the “Korea’s Best Private Bank” Award and the “Korea’s Best for Succession Planning” Award at the ‘Private Banking Awards 2026,’ hosted by the world-renowned financial magazine, Euromoney.   Euromoney Magazine annually selects the top-tier private banking institution in each country by comprehensively evaluating global […]
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Wealth and Asset Management

Deutsche Börse Group Leads Series A Funding in Wealth Management System Provider Performativ

Deutsche Börse Group has invested in Performativ, a Denmark-based company that offers a next-generation investment management system for the wealth management industry.    Deutsche Börse Group is leading the US$14 million Series A round, with participation from Rabo Investments, the investment arm of Rabobank, Jacob Dahl, former Senior Partner & co-Leader of Global Banking Sector, […]
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Wealth and Asset Management

JTC Group and JTC Law Support Landmark Fundraise for Invesco Bond Income Plus Limited (BIPS) After UK Prospectus Rule Changes

JTC Group and JTC Law are delighted to announce their pivotal role in advising Invesco Bond Income Plus Limited (BIPS) on a ground-breaking secondary fundraise – the first transaction of its kind to be completed following substantial reforms to the UK Prospectus Regulations, effective from 19 January 2026.   The deal not only marks a […]
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Wealth and Asset Management

Will Millennials' Attitude Toward Money Put the Family Wealth at Stake? A Wealth Adviser Explains How Families Can Find Common Ground

The Great Wealth Transfer is estimated to comprise $124 trillion in assets by 2048, according to the CFA Institute.   Now that we are over halfway there, we can see how differently the new wave of ultra-high-net-worth (UHNW) Millennials approaches investing, saving and overall values around wealth compared to previous generations.   Baby Boomers, for […]
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Wealth and Asset Management

CaixaBank named Best Digital Private Bank in Europe for the third consecutive year by PWM (FT Group)

The awards jury has recognised CaixaBank Wealth Management for its digital transformation and its ability to deliver pioneering, highly specialised private banking services, ensuring the best possible client experience Among other initiatives, the magazine highlights the innovative Advisory GPS service, which in just 16 months since its launch has attracted more than 4,500 clients and […]
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Wealth and Asset Management

GBST and AJ Bell agree 10-year extension to long-term partnership

GBST and AJ Bell have announced a new 10-year deal, reinforcing their long‑standing technology partnership and setting out a clear roadmap for the continued evolution of AJ Bell’s advised and direct to consumer (D2C) platform.   Under the agreement, the global technology provider’s Composer wealth administration platform will continue to support AJ Bell’s advised and […]
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Wealth and Asset Management

Allspring Global Investments launches Global Equity Fund, expanding its systematic core equity suite

Allspring Global Investments™ has announced the launch of the Allspring (Lux) Worldwide Fund – Global Equity Fund, a UCITS sub-fund offering a systematic core global equity investment strategy designed to deliver consistent, repeatable alpha whilst maintaining disciplined risk management across market cycles.   "With the growing success of our Global Equity Enhanced Income Fund and […]
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Wealth and Asset Management

WELF sets up DFSA-regulated wealth advisory business

WELF has introduced a regulated wealth advisory business in the UAE, aimed at professional and institutional clients involved in cross-border wealth and capital movements.   The operation is based at the Dubai International Financial Centre, which the firm said gives it access across European, Middle Eastern and Asian markets and time zones for clients with […]
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