Wealth and Asset Management

14996 articles found

Building Resilience in Private Wealth Structures: a Long-term Perspective

Families are more internationally mobile, assets are more globally distributed, and regulatory expectations are more transparent and interconnected than ever before.    The emphasis now with our clients is ensuring that structures are efficient and resilient across multiple jurisdictions, generations and regulatory environments.   This shift calls for a more deliberate, long-term approach to structuring, […]

Are markets looking beyond the Middle East conflict?

Equity valuations have fallen even as earnings hold up, suggesting investors are pricing-in Middle East‑related risks rather than acting complacently. Solid earnings and longer‑term drivers like AI‑led productivity could help offset geopolitical and energy‑related headwinds. Analysis of various scenarios reveals a base case pointing to ongoing, albeit slowing, global growth in 2026 and a one-off […]

The Private Standard rebrands to reflect expanded focus on private offices

The Private Standard has officially launched following a rebrand from The Mama Consultancy to better reflect its expanded focus on private households and private offices.    The business supports ultra-high-net-worth individuals, families, households, and family offices across the UAE, the Middle East, and internationally with discreet, tailored recruitment.   Built on more than 15 years […]

Bonhôte launches keystone Swiss equity fund

Banque Bonhôte has launched a momentum-focused Swiss equity fund. The fund will become available to external investors on 24 April.   However, Bonhôte has already started promoting the new strategy to private banking clients and it will be a core allocation for discretionary mandates.    The Bonhôte – Swiss Equity Momentum fund is managed by […]

HQLAX Announces Strategic Investments from Broadridge and Digital Asset to Support its Next Phase of Growth on Canton

HQLAX has announced that it has secured strategic minority investments from global Fintech leader, Broadridge Financial Solutions, Inc., and Digital Asset in its Series C‑1 funding round.   The investment will support HQLAX’s next phase of growth, including the continued evolution of its technology platform, collaboration with Broadridge’s Distributed Ledger Repo (DLR) platform, and a planned […]

Tavira selects Broadridge to Support its Agency Brokerage Platform and Market Connectivity

Global Fintech leader Broadridge Financial Solutions Inc. has announced that Tavira Financial has selected Broadridge’s High Touch Order Management System (OMS), connectivity, and middle office solutions as a key component of its trading and operational infrastructure ecosystem.    Broadridge’s fully integrated front and middle office capabilities will support Tavira’s agency brokerage platform to optimize trading […]

Matsui Securities Adopts Broadridge’s JASDECPS on SaaS Platform, Transforming Securities Lending Business for Accelerated Growth

Matsui Securities Co., Ltd. is transforming its securities lending operations by implementing the JASDEC Processing Solution from global Fintech leader Broadridge Financial Solutions, Inc. Leveraging Broadridge’s SaaS platform supports Matsui's efforts to increase revenue and enables them to better operate, innovate and grow.   “This integration is crucial for expanding our presence in the securities […]

Global uncertainty gives way to opportunity in bond and equity markets

Despite geopolitical tensions, global equity and bond markets are showing signs of resilience, supported by stable economic fundamentals In equities, 2026 corporate earnings estimates have been revised upward, and valuations for tech indices remain around long-term averages, indicating potential opportunities Rising bond yields, especially in short-duration and high-yield markets, present attractive income prospects  At the […]

Titan Wealth to acquire Blacktower Group, expanding global reach

Titan Wealth Holdings has agreed terms to acquire the Blacktower Group of Companies, one of the most established names in international financial advice. Following completion and subject to regulatory approval, the business will be merged into Titan Wealth International, creating a combined entity of significant global scale and capability.   This landmark acquisition marks a […]