Wealth and Asset Management

14984 articles found

Wealth and Asset Management

Standard Chartered Korea rolls out next-gen private banking model

Standard Chartered Bank Korea said it is strengthening its “next-generation private banking model” for affluent clients, alongside the launch of a global lifestyle program.   The revamped model targets clients with assets of 1 billion won ($678,000) or more, incorporating asset management systems from key global hubs including Singapore, Hong Kong and the United Arab […]
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Wealth and Asset Management

Partners Group closes latest private equity secondaries program with over USD 9 billion of total commitments

The Program's investor base is highly diversified, reflecting broad global appetite for the strategy The closing of the Program, which is already 60% committed, follows an intense period of investment activity for Partners Group Partners Group has a long track record in the private equity secondaries space, having made its first investment in 1998 Partners […]
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Wealth and Asset Management

HSBC survey: affluent investors reach a turning point with cash allocations

Global affluent and high-net-worth investors (HNWIs) set their long-term positioning at the start of 2026 with a clear diversification agenda: stay invested for growth through stocks while building resilience with cash-like instruments, bonds, gold, and alternatives to help mitigate market volatility.   These are the findings of the latest HSBC Affluent Investor Snapshot, a survey […]
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Wealth and Asset Management

Alpha FMC: Asset and Wealth manager investments need to deliver ‘tangible value’ in 2026

More than three-fifths of asset managers (63%) are concerned about data management within their businesses, as investment in artificial intelligence and digitisation has accelerated, according to a report from Alpha Financial Markets Consultancy (FMC).   While over half of asset managers view AI as important, just 9% of firms are at the stage where AI […]
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Wealth and Asset Management

Hospice UK becomes Brooks Macdonald charity partner

Brooks Macdonald Group plc announces Hospice UK as their chosen charity partner in 2026, supporting hospice care through fundraising initiatives, national campaigns, and volunteering opportunities with local hospices.   About the partnership   We’re delighted to be Brooks Macdonald's chosen charity partner for 2026.   Brooks Macdonald Group plc is a leading UK wealth management […]
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Wealth and Asset Management

CaixaBank will increase its staff in London by 60% thanks to its growth and new lines of business

CaixaBank's UK branch has grown significantly in recent years and expects to reach 54 employees by 2027, representing a 60% increase in its workforce over the 2025-2027 Strategic Plan period.    This growth reaffirms CaixaBank’s commitment to strengthening operations in key markets. It currently has a workforce of 43 people, 10 more than at the […]
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Wealth and Asset Management

HNWIs rethinking international plans as tax becomes secondary to stability

High net worth individuals (HNWIs) are reassessing their international plans due to global instability and geopolitical upheaval as tax mitigation is deprioritised, says Utmost’s Marc Acheson.   Until recently the UAE had been a major draw for expats, particularly among younger generations and entrepreneurs, but increased awareness of the geopolitical risk associated with the region […]
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Wealth and Asset Management

Broadridge Announces Strategic Investment in CENTRL to Enhance Due Diligence and RFP Solutions for Asset Management and Retirement Industry

Broadridge Financial Solutions, Inc. has announced a strategic partnership and minority investment in CENTRL, a leading provider of AI-powered due diligence solutions for financial institutions.    The partnership enhances Broadridge’s data and analytics solutions for the asset management and retirement advisory industries with leading due diligence technology and expands its AI-enabled capabilities, helping modernize counterparty […]
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Wealth and Asset Management

BIL Opens a New Chapter in Switzerland

Geopolitical tensions in the Middle East are heightening market uncertainty—while simultaneously reshaping dynamics in international wealth management.    In the finews podcast, Tobias Kamber, COO and General Counsel of BIL Suisse, explains why Switzerland is gaining attractiveness at this moment—and how the institution is positioning itself strategically in the country.   Amid the conflict surrounding […]
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