Wealth and Asset Management

15582 articles found

Wealth and Asset Management

Rathbones and Investec merger stalled regulatory checks

Rathbones’ merger with rival Investec Wealth & Investment UK hampered its ability to implement new industry rules to protect customers.   The London-based wealth manager, which on Tuesday halted investments from new high-risk clients, failed to dedicate sufficient attention to implementing sweeping consumer regulations that came into force in July 2023 because of a drain […]
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Wealth and Asset Management

Morningstar Wealth Teams with Apollo, Franklin Templeton and J.P. Morgan Asset Management to Develop Public/Private Model Portfolios

Morningstar has announced that its Morningstar Wealth division is working with Apollo, Franklin Templeton and J.P. Morgan Asset Management to launch a suite of public/private model portfolios that give financial advisors a single, research-driven way to access private markets.   Objective Portfolio Construction Meets Institutional Capabilities   Morningstar Public/Private Select Series will bring together: Morningstar […]
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Wealth and Asset Management

Banks woo wealth to ace stable income streams

Gone are the days when the local branch manager would greet you at the baseline with a friendly handshake and a novelty piggy bank. Nowadays, retail banks are opting for a much slicker surface.   While banks aren't abandoning the masses, a backdrop of volatile monetary policy has triggered a desperate hunt for stable fees […]
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Wealth and Asset Management

Geopolitical turbulence reshaping portfolios: Schroders Global Investor Insights Survey 2026

Conflict in the Middle East (69%) and uncertainty over US foreign policy and global leadership (67%) are the leading geopolitical concerns for investors. 85% of investors are confident active management can help achieve their investment objectives. Half of investors (50%) now assess public and private equity opportunities together, not separately. Schroders’ annual Global Investor Insights […]
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Wealth and Asset Management

Bernstein Private Wealth Management Study Reveals Ultra-Wealthy Families' Focus on Internal Resilience amid Global and Economic Uncertainty

Bernstein Private Wealth Management has released findings from the second edition of its Wealth Beyond Measure 2026 report, revealing ultrahigh-net-worth (UHNW) families are responding to change by focusing on internal resilience with clear generational differences in risk and wealth perception amid global economic and geopolitical uncertainty.   Based on responses from over 100 Bernstein UHNW […]
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Wealth and Asset Management

Vontobel strengthens US presence with new Los Angeles office

Vontobel opened a new office in Los Angeles as part of its strategic US expansion The office will serve clients of Vontobel’s Swiss Financial Advisers (Vontobel SFA) business, the largest Swiss-domiciled manager dedicated to providing US individuals with international diversification across custody and investing The office opening underscores Vontobel’s continued growing presence in the US […]
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Wealth and Asset Management

‘UK philanthropy poses a huge opportunity’: Industry leaders set to meet at third Giving and Impact Summit

Leading figures from the worlds of philanthropy, finance and politics including businessman James Reed are coming together on Wednesday at the London Stock Exchange for the Giving and Impact Summit.   This marks the third year of the Giving and Impact Summit, which aims to showcase examples of philanthropy in the UK and encourage more […]
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Wealth and Asset Management

ABN AMRO gains momentum in Germany following the integration of Hauck Aufhäuser Lampe (HAL)

The legal merger of Hauck Aufhäuser Lampe into ABN AMRO N.V. has been completed. As a result, ABN AMRO Germany now offers clients a significantly expanded range of products and deeper advisory expertise across Wealth Management, Corporate Banking and Asset Servicing, while the merger also reinforces Germany as ABN AMRO’s second largest market and supports […]
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Wealth and Asset Management

Barclays: Mid-Year Outlook 2026

Welcome to our Mid-Year Outlook 2026, the investment strategy update from Barclays Private Bank.    After six months that have seen the largest strangling of oil supplies, triggering an energy shock, the rest of the year will see the effects of this filtering through to the global economy.     Amid the considerable economic and geopolitical […]
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Wealth and Asset Management

HSBC AM raises $1bn for Nav financing strategy

HSBC Asset Management (HSBC AM) has completed the anchor fundraising round for its first net asset value (Nav) Financing Partnership Strategy, securing $1 billion from global institutional investors.   The fundraising was supported by insurance companies, pension funds and entities within the HSBC Group. The strategy will remain open to additional investors through 2026 and […]
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