Wealth and Asset Management

15070 articles found

Wealth and Asset Management

Multi‑Factor indexing leader STOXX announces strategic collaboration with SEI and Factor Investing pioneer Dr. Andrew Ang

STOXX Ltd., has announced a strategic collaboration with leading factor investing academic and practitioner Dr. Andrew Ang, with the upcoming launch of the iSTOXX® Ang Research Enhanced Index suite.   STOXX’s innovative indexing and portfolio construction capabilities, coupled with its existing industry-leading factor analytics and design strengths, are reinforced by the strategic collaboration. Over the […]
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Wealth and Asset Management

Titan Wealth to acquire Blacktower Group, expanding global reach

Titan Wealth Holdings has agreed terms to acquire the Blacktower Group of Companies, one of the most established names in international financial advice. Following completion and subject to regulatory approval, the business will be merged into Titan Wealth International, creating a combined entity of significant global scale and capability.   This landmark acquisition marks a […]
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Wealth and Asset Management

KOREGE selects Fund Channel to manage the fund-raising services for asset managers

Fund Channel and CACEIS have announced the strengthening of its relationship with KOREGE, a French insurance company renowned for its expertise in wealth management.   As part of its strategy to streamline and simplify the processes KOREGE offers to asset managers, KOREGE is strengthening its collaboration with Fund Channel by entrusting the company, on a […]
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Wealth and Asset Management

Deutsche Bank expands and strengthens its ultra-high net worth coverage

Client advisors, investment experts and other specialists as well as Deutsche Oppenheim Family Office AG will be brought together in a new unit Philipp Wehle joins Deutsche Bank and will head the expanded unit Stefanie Rühl-Hoffmann becomes Vice Chairwoman Wealth Management Germany Deutsche Bank is further expanding its unit serving ultra-high net worth (UHNW) clients […]
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Wealth and Asset Management

Utmost Group plc Full Year Results 2025

Utmost Group plc has announced its results for the year ended 31 December 2025.   Commenting on the results CEO Paul Thompson said:   “2025 was a pivotal year for Utmost. We delivered a strong set of results including record inflows of £9.7bn, taking AUA to over £116bn. This performance reflects the strength of our […]
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Wealth and Asset Management

Corient Continues Global Expansion with Acquisition of Geneva-based Bedrock Group

Corient has announced the acquisition of the Bedrock Group, a pre-eminent European wealth manager and multi-family office with offices in Geneva, London, Monaco and Lisbon. The acquisition is subject to closing conditions and regulatory approvals.   Founded in Geneva in 2004 by Ariel Arazi, Maurice Ephrati and David Joory, Bedrock is an independent multi-family office […]
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Wealth and Asset Management

Fifth transaction this year: Cinerius Financial Partners acquires a stake in FRS Financial Services – Vorarlberg-based asset manager sets course for the future

FRS Financial Services GmbH is getting a new majority shareholder: Swiss company Cinerius Financial Partners AG is acquiring a stake in the Vorarlberg-based company, thereby expanding its presence in the DACH region to include the important Austrian market.    The transaction is expected to be completed in the second quarter of 2026, subject to regulatory […]
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Wealth and Asset Management

Macquarie Asset Management strengthens long-term partnership with Vilogia, bringing total financing to €639 million

Macquarie Asset Management, on behalf of its institutional clients, provided an additional €100 million in long-term financing to Vilogia over December 2025, January 2026, and April 2026 to support its long-term plans of addressing shortages of quality affordable housing in the areas of greatest need across France.    Since 2022, Macquarie Asset Management has provided […]
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Wealth and Asset Management

Wealth Enhancement Announces Acquisition of FullCircle Wealth, an Independent RIA with Over $268 Million in Client Assets

Wealth Enhancement has announced it has acquired FullCircle Wealth, an independent RIA in Dallas, Texas. The team of one advisor and two support staff is led by Brent Sikes, Principal Partner, and manages over $268 million in client assets.   Jeff Dekko, Chief Executive Officer of Wealth Enhancement, said, “Brent Sikes approaches financial planning by […]
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