Wealth and Asset Management

15182 articles found

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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Wealth and Asset Management

Results of the 2026 Annual General Meeting of UBS Group AG

Shareholders of UBS Group AG approved all proposals made by the Board of Directors at today’s Annual General Meeting (AGM). The independent proxy represented 1 872 709 511 votes.   Management report and consolidated and standalone financial statements for the 2025 financial year Shareholders approved the management report and the consolidated and standalone financial statements […]
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Wealth and Asset Management

Why women should start planning their future today

While speaking at the 2025 Advance and Rothschild & Co event, Barbara Birchler highlighted both the discomfort many women feel around retirement planning and the structural realities that make the topic particularly daunting.   Women continue to face a number of structural and demographic challenges when it comes to long-term financial planning. They earn less […]
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Wealth and Asset Management

WealthArc launches AI Agent to turn alternative data and documents into AI-ready investment data

WealthArc has announced the launch of its new AI Agent, designed to automatically interpret financial documents such as account statements, portfolio reports, and private market investment documents and convert them into structured investment data available within the company’s global data infrastructure service.   The launch reflects a broader shift across the wealth management industry as […]
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Wealth and Asset Management

Chase Buchanan Private Wealth Management Launches Expat Money Matters Podcast

Chase Buchanan has launched a podcast offering UK expatriates guidance on cross-border finance and taxation.   Chase BuchananPrivate Wealth Management announced the launch of its podcast series, Expat Money Matters, developed to provide information on international financial planning and taxation for UK expatriates.   The series features discussions between financial professionals and regional specialists, covering […]
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Wealth and Asset Management

Intesa Sanpaolo strengthens its Wealth Management Division governance

Intesa Sanpaolo’s Wealth Management Division, led by Tommaso Corcos, introduces two new strategic coordination units to strengthen governance of key activities and support growth plans in Italy and international markets.   New units for digital transformation and strategic growth   The Wealth Management Division’s updated organizational structure includes: Digital Transformation Coordination, led by Luca Bortolan, […]
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