Wealth and Asset Management

15463 articles found

Wealth and Asset Management

Northern Trust Asset Management Announces Adaptive Equity Funds

Northern Trust Asset Management has announced two actively managed UCITS funds which apply the NT Adaptive Equity strategy to World and Emerging Markets universes.   The NT Adaptive Equity strategy is designed to help investors navigate increasingly complex and fast‑changing markets. By combining deep fundamental insights with advanced data science, alternative data and adaptive portfolio […]
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Wealth and Asset Management

Partners Group shares in free fall

Shares in Partners Group fell by more than 17 percent in early trading. The reason was restrictions on redemptions from a large evergreen private equity fund.   According to a statement from Partners Group to investors, it has limited redemptions for its "Global Value SICAV Fund" to 5 percent of the net asset value. The […]
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Wealth and Asset Management

Altruist's Platform Overhaul Arms Advisors for a New Era of Wealth

In a strategic move poised to reshape the technological arsenal of independent financial advisors, Altruist has announced a major expansion of its wealth platform.    The company is integrating access to alternative assets from powerhouse managers like Blackstone and KKR, alongside plans to introduce margin lending and options trading.    This enhancement goes beyond adding […]
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Wealth and Asset Management

Quilter Cheviot launches financial support service for HNW divorcees

Quilter Cheviot has launched a new service aimed at supporting financial advisers and their clients following divorce proceedings.   The proposition, Beyond Settlement Divorce, has been developed to address the low market-wide uptake of financial planning and investment management services during and following divorce, estimated at around 7%.   It responds to this by facilitating […]
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Wealth and Asset Management

Barclays calls for refocussed UK strategy to attract global capital

Barclays has published a report calling for a refocussed UK foreign investment strategy to strengthen its position as a global investment hub, helping to deliver an investment-led growth model by attracting more high-quality international capital.   “Building an investment-led growth model: A new blueprint for attracting global capital into the UK” examines how while Foreign […]
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Wealth and Asset Management

Schroders UK Financial Adviser Pulse Survey 2026

UK advisers are responding to heightened market uncertainty by increasing active allocations, the latest Schroders UK Financial Adviser Pulse Survey today reveals.   The survey of 212 advisers found that nearly a quarter (23%) have already increased active allocations in response to market volatility – almost three times the proportion (9%) moving further towards passive […]
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Wealth and Asset Management

Wealth management in transition: What role do banks play?

On June 8, 2026, the «Finance Circle» invites you to a discussion about the strategic importance of independent asset managers for Zurich's financial center. Alain Gallati (Pictet) and Michel Yigit (LGT) will provide an overview of the current situation beforehand.   Measured by assets under management, the approximately 1,300 independent asset managers (IAMs) in Switzerland […]
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Wealth and Asset Management

Iress secures four-year Succession Wealth contract renewal

Iress has secured a four-year contract extension with Succession Wealth, renewing a technology partnership that has spanned almost a decade.   Under the renewed agreement, Succession Wealth will continue using Iress’ suite of adviser technology solutions, including Xplan, CommPay, Xplan Mortgage and Iress Pro.   The deal ensures Iress technology remains central to Succession’s wealth […]
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