Wealth and Asset Management Archives - Page 102 of 1493

Noah Holdings and ARK Wealth Management Win Top Honors from Asian Private Banker and Euromoney, Highlighting Expertise in Connecting Chinese Wealth to Global Markets

April 14, 2026

Noah Holdings Limited and its global wealth management platform, ARK Wealth Management have been honored with multiple top industry awards from Asian Private Banker and Euromoney. These accolades reinforce the Company's strategic position as the premier platform where global Chinese wealth connects. Asian Private Banker Names Noah as Best Wealth Manager for Both Domestic […]

Wealth and Asset Management

GBST deploys agentic AI to automate complex wealth administration processes

April 14, 2026

GBST has built and deployed agentic artificial intelligence into its Composer Software as a Service (SaaS) platform to automate complex, high-volume wealth administration processes in line with regulatory requirements while removing manual intervention. Traditional AI, like ChatGPT, is typically used to analyse data, make predictions, or support individual decisions within a process. In contrast, […]

Wealth and Asset Management

Saudi Awwal Bank Reinforces Private Banking Leadership with Two Global Awards

April 14, 2026

Saudi Awwal Bank, one of the leading banks in the Kingdom of Saudi Arabia, has received two prestigious international awards in private banking “Best Private Banking in Saudi Arabia” by Euromoney for the fourth consecutive year, and “Best Private Banking” by Global Finance. This achievement reflects SAB’s continued leadership in private banking and its […]

Wealth and Asset Management

GAM: Minority Shareholders Warn Against Concentration of Power

April 14, 2026

The Zurich-based asset manager is proposing a comprehensive overhaul of the board of directors to the annual general meeting. A group of minority shareholders is calling for stronger independent oversight and has put forward its own candidate. On Monday, GAM Holding announced the planned composition of its board of directors for the annual general […]

Wealth and Asset Management

J Safra Sarasin hunts for head to build AI strategy

April 14, 2026

J Safra Sarasin is creating a central leadership role to drive its artificial intelligence strategy and execution. This new head of AI role will define a group-wide AI strategy, roadmap and governance framework, according to a job advert posted on the bank’s website. They will build and lead a cross-functional AI team, combining […]

Wealth and Asset Management

The 2026 Asset & Wealth Management and Alternatives Outlooks

April 14, 2026

The global asset and wealth management and alternatives industries are entering a new phase in which firms need to translate years of investment in artificial intelligence (AI), private markets and data platforms into performance improvements as regulatory and fee pressures intensify, according to the latest AWM and Alternatives Outlooks from Alpha FMC, a leading global […]

Wealth and Asset Management

Endowus partners CIP to offer renewable energy investments

April 14, 2026

Endowus, a wealth advisory and investment platform, has partnered with Copenhagen Infrastructure Partners (CIP) to provide Hong Kong and Singapore investors access to CIP’s renewable energy strategies. The collaboration offers accredited investors in the two cities access to institutional-quality renewable energy investment opportunities, Endowus said in a press release. CIP specialises in developing […]

Wealth and Asset Management

How Rathbones is setting out its strategy for growth in the UK

April 14, 2026

Rathbones has been investing heavily into its business model, preparing to promote its active management expertise to a wider audience and bring in more talent, according to Tom Carroll, chief executive of Rathbones Asset Management. Having just launched a Global Emerging Markets fund for its recent ex-GAM hires, Rathbones is actively talking to “experienced […]

Wealth and Asset Management

Saxo Bank reports record-breaking number of clients and client assets

April 14, 2026

Saxo Bank has announced its financial results for 2025, achieving an adjusted net profit of EUR 120 million. With more than 1.5 million clients, Saxo Bank also reached a record number of end clients, as well as record client assets of EUR 133 billion. In 2025, the J. Safra Sarasin Group signed a deal […]

Wealth and Asset Management

Charlotte Davey: Planning in the age of the ‘great wealth transfer’

April 14, 2026

The largest wealth transfer in history is already taking shape, with an estimated £5.5trn in assets expected to move between generations by 2050. While this moment is often described as a watershed, its gradual nature gives advisers something valuable: time. Time to reflect, adapt and prepare for the needs that will emerge over the […]

Wealth and Asset Management

What’s the best way to transfer wealth to the next generation?

April 13, 2026

One of the biggest challenges facing any family is the movement of wealth from one generation to the other. Throughout the family journeys we’ve supported, I’ve seen that often, it is not the actual movement of money that is the story but rather the purpose of a family’s wealth and each individual’s role within that. […]

Wealth and Asset Management

Techcombank Private redefines wealth management in Vietnam

April 13, 2026

Techcombank Private is setting a new benchmark for wealth management in Vietnam with a lifetime wealth management model that blends international expertise, a deep understanding of the country’s wealth landscape, and a premium lifestyle ecosystem. For many years, wealth in Vietnam has been measured by the speed of asset accumulation. As the economy enters […]

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