Wealth and Asset Management Archives - Page 102 of 1502

Interim report of the Swiss National Bank as of March 31, 2026

April 23, 2026

The Swiss National Bank reports a loss of 0.5 billion Swiss francs for the first quarter of 2026. The loss on foreign currency positions amounted to CHF 8.2 billion. A valuation gain of CHF 7.8 billion resulted from the gold holdings. The gain on Swiss franc positions was CHF 40.4 million. The National […]

Wealth and Asset Management

Wendel completes acquisition of 56% stake in Committed Advisors

April 23, 2026

Wendel has wrapped up the purchase of a 56% controlling interest in Committed Advisors from the firm’s founding partners, who also reinvested all of their net proceeds into Committed Advisors funds as part of the deal. The deal was first announced in October 2025. Established in 2010, Committed Advisors is a private investment […]

Wealth and Asset Management

SEI Reports First-Quarter 2026 Financial Results

April 23, 2026

SEI Investments Company has announced financial results for the first quarter 2026. Relative to the first quarter 2025, EPS increased by 20%, and revenue and operating income grew by 13% and 21%, respectively, with operating margin increasing to 30%. On an adjusted basis, EPS and operating income grew 21% and 24%, respectively, with the […]

Wealth and Asset Management

Broadridge Launches Central Risk and Liquidity Optimization Solution to Unify Trade Execution, Liquidity and Risk Management

April 23, 2026

Broadridge Financial Solutions, Inc. has announced the launch of its Central Risk and Liquidity Optimization Solution, powered by Tbricks. The new solution provides banks, broker-dealers, market makers, and trading firms with an integrated front-office platform to coordinate trade execution, risk, and liquidity management across products, desks, and venues through a single unified system. […]

Wealth and Asset Management

Marciano (Objectway): "Innovation in wealth? Only if it's scalable."

April 23, 2026

The financial industry is experiencing a technological golden age, but complexity is growing faster than results. Marciano (Objectway): “Innovation alone is not enough. It's no longer the turning point. Scalability is the turning point.” The financial industry is experiencing what, at least at first glance, appears to be a technological golden age . From […]

Wealth and Asset Management

The Next-Generation Challenge in Asian Private Wealth

April 22, 2026

The private wealth industry often talks about succession as though it were primarily a question of asset transfer. In practice, the more important issue is not simply whether wealth passes from one generation to the next, but whether the next generation is prepared to engage with it in a meaningful way. That challenge is […]

Wealth and Asset Management

Specialist medical wealth manager launches private office

April 22, 2026

A substantial growth in client assets has led wealth management firm Grimsey Wealth to set up a dedicated private office division to meet their sophisticated needs. Grimsey Wealth was set up over 40 years ago and has offices in Melbourne, Sydney and Brisbane focused on medical professionals. But with established clients now having […]

Wealth and Asset Management

Quilter plc First Quarter 2026 Trading Statement

April 22, 2026

Quilter reports record quarterly core net inflows, exceeding £3 billion for the first time Q1 core net inflows increased 35% on the prior year period and represented 9% (annualised) of opening AuMA Quilter plc highlights: Group Assets under Management and Administration (“AuMA”): £141.9 billion at 31 March 2026. Record reported net inflows […]

Wealth and Asset Management

Pictet WM’s Karen Tan: Hedging downside risk is a priority

April 22, 2026

In the second of our series of exclusive gatekeeper interviews, FSA speaks with Karen Tan, executive director, fund solutions lead, Asia at Pictet Wealth Management. A graduate of Nanyang Technological University, Karen has more than 20 years of experience in the private banking industry. She started her career at Merrill Lynch and has also […]

Wealth and Asset Management

Citi Wealth and Advyzon Announce Strategic Agreement to Deliver a Global Unified Managed Account Program for Clients

April 22, 2026

Citi Wealth has announced a strategic agreement to partner with Advyzon Enterprise Solutions and Advyzon Investment Management (Advyzon) to deliver a Global Unified Managed Account (UMA) Program for Citi Wealth clients. The development of Citi Wealth’s Global UMA Program, for our Citi Private Bank, Wealth at Work and Citigold & Citi Private Client groups, […]

Wealth and Asset Management

A wealth management exec says AI could be putting your FIRE dreams at risk

April 22, 2026

Ritholtz Wealth COO Nick Maggiulli has a warning for people pursuing "coast FIRE" right now. The early retirement strategy is at risk due to AI's impact on the job market, he said. AI was the top-cited reason for job cuts last month, one report says. AI could be about to derail your plans to retire […]

Wealth and Asset Management

Rolf Kaufmann gains Zwei Wealth as a partner

April 22, 2026

With over 25 years of experience advising private and institutional clients, Rolf combines legal expertise, entrepreneurial thinking, and a deep understanding of complex asset structures. He has worked for many years at the heart of private banking, supporting clients in Switzerland and internationally – always striving to translate complexity into clear and actionable solutions. […]

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