Wealth and Asset Management Archives - Page 121 of 1550

Fairway Group Enhances Client Onboarding Through Vaiie Strategic Partnership

May 22, 2026

Independent private client, corporate, funds and pension services provider, Fairway Group, has strengthened its client onboarding capabilities through a strategic partnership with fellow Jersey business, Vaiie. The collaboration reflects Fairway’s continued investment in enhancing client experience, operational efficiency and regulatory excellence, while also supporting an innovative local business. Vaiie has worked closely with […]

Wealth and Asset Management

7IM posts record Q1 net sales amid platform expansion

May 22, 2026

7IM has posted record quarterly net sales of £610m in the first quarter of 2026. The firm said net sales increased 121.4% compared with Q4 2025, which it attributed to continued investment in technology, platform functionality and service improvements. Gross sales reached £1.23bn during the quarter, up 5.3% from the previous quarter, while […]

Wealth and Asset Management

Julius Baer: Interim Management Statement for the first four months of 2026*

May 22, 2026

Record operating income, driven by all-time high assets under management and exceptional client activity. Assets under management grew to a record CHF 528 billion, driven by strong equity market performance and net new money inflows of CHF 3 billion Gross margin increased to 90 basis points (bp), compared to an underlying** level of 80 bp […]

Wealth and Asset Management

Close Brothers accelerating cost cuts as motor finance bill mounts

May 22, 2026

Close Brothers is speeding up cost cutting to help narrow losses after setting aside another £30 million to cover mounting costs of the motor finance scandal. The banking group confirmed its total provision for the car finance redress scheme increased to £320 million following the Financial Conduct Authority’s move last month to set out […]

Wealth and Asset Management

Master Charitable Trust named ‘Best UK Donor Advised Fund 2026’

May 22, 2026

For the second year in a row, the Master Charitable Trust has been judged Best UK Donor Advised Fund’ at the PAM (Private Asset Managers) Awards. Established in 2011, the Master Charitable Trust was the first donor-advised fund launched by a UK bank. It allows philanthropists to pursue their charitable aims freed from the […]

Wealth and Asset Management

UBS Wealth Management EMEA Head Relocates to the Middle East

May 22, 2026

UBS is set to relocate a key management position from Zurich to the Middle East, underlining the growing importance of the region. In addition, the bank is making changes to the regional structure within the division. Christl Novakovic, Head of UBS Wealth Management EMEA, will relocate from Zurich to the Middle East this summer. […]

Wealth and Asset Management

Schroder Oriental Income Fund Limited – Half Year Results

May 22, 2026

Schroder Oriental Income Fund Limited announced its Half-Year Results for the six months ended 28 February 2026. The Trust aims to tap into the Asian income story by focusing on quality companies with attractive dividend growth prospects. Key highlights include: During the period under review, the Company delivered a NAV per share total return […]

Wealth and Asset Management

Schroders seeks transfer of three China funds to Neuberger Berman

May 22, 2026

Schroder Fund Management (China) has filed applications with the China Securities Regulatory Commission to switch the registered manager of three publicly offered securities investment funds in China to Neuberger Berman Fund Management (China), reported China Daily. The move involves the transfer of part of the mutual fund business run by Schroders’ wholly owned China […]

Wealth and Asset Management

CaixaBank and Funcas strenghten their partnership in financial education to address new digital and financial challenges

May 22, 2026

The signing of the agreement reflects the commitment of both institutions to providing the public with financial education at a time when habits are changing and there is a growing need to develop new skills in a digital environment CaixaBank Chairman Tomás Muniesa emphasised that "financial literacy is essential to achieving financial inclusion, as well […]

Wealth and Asset Management

Private banks risk missing over USD100 trillion opportunity as women’s wealth soars

May 22, 2026

Women today create, inherit and control a greater proportion of wealth than ever before, according to a new report from HSBC Private Bank. The report found that many financial institutions are still failing to adapt their approach to women’s financial needs, a finding that the head of HSBC Private Bank in the Channel Islands […]

Wealth and Asset Management

Investing in young people: the commitment of the Delen Private Bank Philanthropy Fund

May 22, 2026

At Delen Private Bank, we believe that the choices we make today help shape the society of tomorrow. That is why, through the Delen Private Bank Philanthropy Fund, we support initiatives with a positive and sustainable impact. The Fund – managed by the King Baudouin Foundation – supports projects for young people facing social, […]

Wealth and Asset Management

LPL Financial Welcomes Cebert Wealth Advisors

May 21, 2026

LPL Financial LLC has announced that the financial advisors of Cebert Wealth Advisors have joined LPL Financial’s broker-dealer and Registered Investment Advisor (RIA) platform. The team reported serving approximately $1 billion in advisory, brokerage and retirement plan assets* and joins LPL from Ameriprise. Based in Central Florida, Cebert Wealth Advisors focuses on serving […]

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