Wealth and Asset Management

15105 articles found

Wealth and Asset Management

Partners Group invests in fleet expansion of portfolio company North Star, a leading offshore infrastructure services provider

UK-based North Star has acquired four new vessels to take its Service Operation Vessel fleet to 14, which is one of the largest in Europe  Partners Group acquired North Star in 2022 and rapidly scaled its SOV fleet to capitalize on thematic tailwinds in the offshore wind services market North Star is expected to generate […]
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Wealth and Asset Management

Utmost launches Spring 2026 Navigator

Utmost has published the spring 2026 edition of Navigator, focusing on why life insurance is central to holistic wealth planning for high and ultra-high net worth clients.    The report looks at how fragmented financial planning often fails, especially as advisers deal with faster change and greater client mobility.   Brendan Harper, head of asia […]
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Wealth and Asset Management

Amundi: First quarter 2026 results

Dynamic activity in all segments    Net inflows3 of +€32bn, the highest in more than 4 years, supported by: ETF & index solutions (+€24bn) active management (+€7bn), thanks to fixed income and multi-asset strategies and private assets (+€3bn) Strong contribution from Retail (+€13bn), CA & SG Insurers and institutional investors   Assets under management¹ up […]
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Wealth and Asset Management

CaixaBank posts a net income of €1.57 billion in the first quarter (+7% YoY), driven by business growth

Gonzalo Gortázar, CaixaBank’s CEO: “During the first quarter of the year, despite the unstable geopolitical landscape, we have maintained high levels of commercial activity, supporting companies, families and the growth of the economy as a whole.” The Board of Directors approves a new share buyback programme worth €500 million. The bank continues to grow and […]
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Wealth and Asset Management

Lazard to Acquire Campbell Lutyens, Creating the Global Leader in Private Capital Advisory

Lazard  has announced that it has entered into a definitive agreement to acquire Campbell Lutyens, a premier global private markets advisor focused on fund placement, secondary advisory, and GP capital advisory services.    Building on the success of Lazard’s existing private capital advisory group, the combined businesses will form a new unit, Lazard CL—creating the […]
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Wealth and Asset Management

Fifth Third Bank opens private bank office in Birmingham

Fifth Third Bank has opened its new Private Bank office in Birmingham, marking a significant milestone in the Bank’s strategic expansion across Alabama.    This addition builds on Fifth Third’s existing Birmingham location, which opened in year 2024 to provide commercial banking and treasury management solutions.    The launch of Private Bank services reinforces Fifth […]
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Wealth and Asset Management

Credinvest Bank increases profit

Like many other financial institutions, Credinvest Bank is feeling the effects of the unfavorable interest rate environment. However, the private bank is able to more than compensate for the decline in interest income from its commission business.   Credinvest Bank, headquartered in Lugano and also with a branch in Zurich, increased its net profit in […]
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Wealth and Asset Management

What’s holding you back from investing?

As Barclays launches its Investment Readiness Index, which is designed to benchmark the UK’s investment culture ahead of a national Invest for the Future campaign, Sasha Wiggins, Chair of the Invest for the Future campaign and CEO of Barclays Private Bank & Wealth Management explains why. £610bn sits in excess cash across the UK, reinforcing […]
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Wealth and Asset Management

Citi Announces Completion of 22.6% of Sale of Equity Stake in Banamex

Citi has announced the completion of the previously announced sale of 22.6% of the 24% equity stake in Grupo Financiero Banamex, S.A. de C.V. (“Banamex”) to several prominent institutional investors and family offices.    The investors in these transactions, which were announced in February, have received required Mexican antitrust regulator’s approvals and have met all […]
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Wealth and Asset Management

Canaccord Wealth introduces crypto exposure for HNW clients

Canaccord Wealth has made exposure to cryptocurrencies part of its tailored discretionary investment proposition for high-net-worth clients.   The new capability enables eligible clients to access exposure to crypto exchange traded notes (cETNs) within a discretionary portfolio.   In line with FCA guidance, the cETNs only provide access to the returns generated by bitcoin and […]
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Wealth and Asset Management

Inheritance boom drives demand for all-in-one wealth advice solutions

A new wave of intergenerational wealth is reshaping how affluent investors approach financial advice, with larger and more complicated inheritances prompting stronger demand for centralized planning services.   Research released by Escalent shows that the average expected inheritance is set to nearly double, rising from $500,000 over the past five years to close to $1 […]
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