Wealth and Asset Management Archives - Page 102 of 1530

Shane Bennett named as a 2026 PAM (Private Asset Managers) NextGen Leader

May 27, 2026

We are delighted to announce that our colleague, Shane Bennett, Head of Investment Strategy at Walker Crips Investment Management, has been recognised as a 2026 PAM (Private Asset Managers) NextGen Leader! The PAM NextGen Leaders initiative identifies, recognises, introduces and promotes the rising stars of the private client wealth management world in the UK […]

Wealth and Asset Management

Julius Baer international CEO: AI is not a threat to wealth management

May 27, 2026

Julius Baer’s international chief executive says that AI is not a threat to the wealth management industry and clients are increasingly valuing data as well as human relationships. David Durlacher, who leads Julius Baer’s international operations, told Financial News that while the industry will continue to centre around relationships between clients and human money […]

Wealth and Asset Management

BNP Paribas and Mistral AI extend their partnership to support the next phase of generative AI deployment within the Group

May 27, 2026

BNP Paribas has renewed its partnership with Mistral AI for a three‑year period, building on a collaboration initiated in 2023 and formalised through a first Groupwide agreement in 2024. The collaboration now extends beyond access to large language models, covering software, solutions and co‑development research projects. The partnership focuses on high‑value use cases notably within […]

Wealth and Asset Management

Summer reading spectacular! Wealth managers weigh in with their top business titles

May 27, 2026

Memorial Day weekend is officially in the books. Summer 2026 has been unofficially kicked off! And speaking of books, for those financial professionals seeking something to read while kicking back at the beach, lake or pool over the next few months, InvestmentNews asked some wealth managers to recommend a few business titles. Happy […]

Wealth and Asset Management

Singapore Private Banks Aim to Cut Client Onboarding to Under One Month by 2026

May 27, 2026

The Private Banking Industry Group (PBIG) has committed to reducing private banking client onboarding times in Singapore to under one month by the end of 2026. The move aims to streamline an account opening process that currently takes a median of five to six weeks. To support this target, the PBIG released a […]

Wealth and Asset Management

1291 Group Acquires IPG, Strengthening Global Wealth Protection Across the Americas

May 26, 2026

1291 Group has acquired International Planning Group (IPG). The transaction provides 1291 Group with onshore access to the US market, the largest life insurance market in the world, together with access to US-domiciled insurance carriers and products. The acquisition accelerates 1291 Group's growth across the Americas, deepens its exposure to traditional life insurance, […]

Wealth and Asset Management

Citigroup to Accelerate Asia Wealth Expansion With Major Hiring Push

May 26, 2026

Citigroup Inc. C plans to allocate a significant portion of its global wealth management hiring to Asia, according to a GlobalData report, which was published in Yahoo Finance. The hiring expansion is part of C’s broader strategy to strengthen its wealth management franchise and improve profitability. The company plans to hire around 100 private […]

Wealth and Asset Management

Singapore to shorten time for the rich to open private banking account as part of wealth push

May 26, 2026

Wealthy individuals looking to open a private banking account in Singapore can expect a shorter onboarding time by the end of 2026, as the authorities seek to improve the competitive edge of the Republic’s wealth management sector. On May 25, the Monetary Authority of Singapore (MAS) said it was working with the Private Banking […]

Wealth and Asset Management

What impact can political changes have on UK investment returns?

May 26, 2026

Political changes may cause short-term volatility in financial markets; however, over the long term, political factors have less impact on the performance of UK assets than global economic conditions. We are global investors and believe that exposure to global financial markets is the best starting point for helping our clients achieve their financial goals. We […]

Wealth and Asset Management

Inside the ‘stealth wealth’ playbook: How Silicon Valley’s elite buy multimillion-dollar mansions without leaving a paper trail

May 26, 2026

For the ultrawealthy, it used to largely be the case that they wanted their flashy home purchases and sales to be made very public: Think drone shots, a glossy listing, and a splashy press release naming the owner and buyer. All of that served as a way to show off and solidify their wealth. […]

Wealth and Asset Management

Private credit faultlines exposed by wealth channel inflows

May 26, 2026

Historically, private credit was dominated by pension funds, insurers and sovereign wealth funds. But recent years have seen asset managers expanding their client base to include family offices, private banks and high net worth individuals, many of whom have entered semi-liquid or “evergreen” vehicles. And as these wealthy private investors have piled into these […]

Wealth and Asset Management

Investec applies for Ireland banking permit – report

May 26, 2026

Investec has sought a banking permit in Ireland as it looks to widen its presence across Europe, reported Bloomberg. The lender, which is listed in South Africa and the UK, already has operations in Dublin through its European business. It is now pursuing approval to provide full banking services, according to the European […]

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