Wealth and Asset Management Archives - Page 121 of 1548

Prairie Wealth merges with ex-RBC team to form $1.2bn RIA

May 20, 2026

Two Midwest RIAs are merging to form a new $1bn-plus advisory firm, the pair revealed Tuesday. Lincoln, Neb.-based Prairie Wealth Advisors is joining forces with The McEwen Group, a Tennessee-based practice formerly affiliated with RBC Wealth Management for about nine years. The McEwen Group brings over $400m in assets under management and about $200m […]

Wealth and Asset Management

Why Financial Industry Professionals Are Moving To Wealth Management

May 20, 2026

For years, the financial sector has been defined by high-octane performance and split-second decisions. Whether you are navigating the adrenaline of a trading floor, managing complex corporate mergers or driving strategy in a high-stakes corporate environment, the demands are rigorous. But as industries evolve and technology reshapes the landscape, a new trend has emerged […]

Wealth and Asset Management

Private banks: This is what advisors will need to offer in the future.

May 20, 2026

The tasks of customer advisors are becoming significantly more demanding. In the third part of our series, you will read how the balancing act between empathy and AI will succeed in the coming years. “The relationship manager of 2030 will not be the one with the biggest client portfolio,” says Gil Chalem , Managing […]

Wealth and Asset Management

Australia’s 2026 budget one of the most consequential in years for wealth managers

May 19, 2026

Australia’s May 2026 federal budget was one of the more ambitious tax packages impacting financial services since the Future of Financial Advice reforms in 2013. One of the most significant (and controversial) measures was the scaling back of negative gearing in investment property. However, while this change may be politically sensitive, it will only […]

Wealth and Asset Management

DBS remains committed to investing in young Singapore talent in AI era

May 19, 2026

In line with its longstanding commitment to investing early and consistently to groom the next generation of talent even in the AI era, DBS announced today that it intends to welcome than 500 young local talent this year through its Management Associate, Internship and Traineeship programmes. With this commitment, DBS will have brought in […]

Wealth and Asset Management

Private Wealth Management Association Announces New Executive Committee Leadership

May 19, 2026

The Private Wealth Management Association today announced the appointment of 12 members to its Executive Committee (ExCo) leadership, following re-election at its twelfth Annual General Meeting. The appointments are effective from 15 May 2026 for a term of two years. In the new term, Mrs. Amy Lo will continue to serve as Chairman of […]

Wealth and Asset Management

Nour Private Wealth (NPW), an Independent Wealth Management Firm, Highlights Rise of Stewardship as UHNW Families Navigate Global Uncertainty

May 19, 2026

A growing number of ultra high net worth (UHNW) families are moving beyond ownership and embracing stewardship as a guiding principle for preserving wealth across generations. This evolution reflects a broader shift within private wealth management, where private wealth advisors guide families from short-term accumulation toward long-term alignment with purpose, values, and legacy. Stewardship […]

Wealth and Asset Management

J. Safra Sarasin and Golding launch Private Markets partnership for the Swiss institutional market

May 19, 2026

Bank J. Safra Sarasin and Munich-based asset manager Golding Capital Partners have established a long-term partnership in the private markets sector, with a focus on the Swiss institutional market. Under this agreement, Golding's private markets solutions will be distributed through Bank J. Safra Sarasin’s Swiss network with Golding acting as a private markets partner […]

Wealth and Asset Management

Standard Chartered sets out sustainable growth plan, targeting ~18 per cent RoTE in 2030

May 19, 2026

Standard Chartered has announced plans to invest ahead of long-term trends to maintain strong growth, boost productivity, further improve the quality of earnings, and maximise its competitive advantages. Bill Winters, Group Chief Executive, said: “Our strategy is grounded in a simple belief: the world is becoming more connected, more complex and more cross-border. […]

Wealth and Asset Management

ING in Italy marks 25 years of digital banking, launches Private Banking

May 19, 2026

ING in Italy is marking 25 years of digital banking with the launch of a new Private Banking service. The move supports ING in Italy’s ambition to be a universal bank, offering a broader range of products and services to more customers. It follows the launch of an all-in-one Business Banking service for freelancers […]

Wealth and Asset Management

UBS Client Account Manager shortlisted in Finance Rising Star Awards

May 19, 2026

UBS Global Wealth Management, Client Account Manager in Jersey, Tom Wheeler, has been shortlisted in the Investment Management category of the Jersey Finance Rising Star Awards 2026. The Jersey Finance Rising Star Awards recognise outstanding young professionals who are already making a significant contribution to Jersey’s finance industry and helping to shape its future […]

Wealth and Asset Management

Syz Group Adopts Bloomberg Enterprise Solutions to Deliver Institutional-Grade Portfolio Intelligence in Private Banking

May 19, 2026

Bloomberg has announced that Syz Group, a Geneva-headquartered banking group with approximately CHF 28bln in assets under management across private banking, asset management and alternative assets, has adopted Bloomberg PORT Enterprise to further strengthen its portfolio analytics and client reporting capabilities. Syz Bank’s adoption of Bloomberg PORT Enterprise reflects a continued investment in technology […]

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