Wealth and Asset Management

15335 articles found

First-quarter net profit rises to SGD 2.93 billion as total income reaches a new high, led by record wealth management performance; ROE at 17.0%

DBS Group’s net profit for first-quarter 2026 rose 1% from a year ago to SGD 2.93 billion. Total income reached a record of SGD 5.95 billion, led by robust wealth management performance, which drove fee income and treasury customer sales to new highs. Deposit growth momentum was strong, while markets trading income rose.    These […]

Top wealth planning strategies for high-net-worth individuals in 2026

Wealth planning involves more than smart investment strategies; the economic landscape is constantly changing, and wealth planning strategies must be agile to adapt to tax and regulatory adjustments.   Here are some of our global finance professional’s top wealth planning strategies for high-net-worth individuals (HNWIs) in 2026 to protect assets and provide long-term financial security […]

Partners Group invests in fleet expansion of portfolio company North Star, a leading offshore infrastructure services provider

UK-based North Star has acquired four new vessels to take its Service Operation Vessel fleet to 14, which is one of the largest in Europe  Partners Group acquired North Star in 2022 and rapidly scaled its SOV fleet to capitalize on thematic tailwinds in the offshore wind services market North Star is expected to generate […]

Utmost launches Spring 2026 Navigator

Utmost has published the spring 2026 edition of Navigator, focusing on why life insurance is central to holistic wealth planning for high and ultra-high net worth clients.    The report looks at how fragmented financial planning often fails, especially as advisers deal with faster change and greater client mobility.   Brendan Harper, head of asia […]

Amundi: First quarter 2026 results

Dynamic activity in all segments    Net inflows3 of +€32bn, the highest in more than 4 years, supported by: ETF & index solutions (+€24bn) active management (+€7bn), thanks to fixed income and multi-asset strategies and private assets (+€3bn) Strong contribution from Retail (+€13bn), CA & SG Insurers and institutional investors   Assets under management¹ up […]

CaixaBank posts a net income of €1.57 billion in the first quarter (+7% YoY), driven by business growth

Gonzalo Gortázar, CaixaBank’s CEO: “During the first quarter of the year, despite the unstable geopolitical landscape, we have maintained high levels of commercial activity, supporting companies, families and the growth of the economy as a whole.” The Board of Directors approves a new share buyback programme worth €500 million. The bank continues to grow and […]

Lazard to Acquire Campbell Lutyens, Creating the Global Leader in Private Capital Advisory

Lazard  has announced that it has entered into a definitive agreement to acquire Campbell Lutyens, a premier global private markets advisor focused on fund placement, secondary advisory, and GP capital advisory services.    Building on the success of Lazard’s existing private capital advisory group, the combined businesses will form a new unit, Lazard CL—creating the […]

Fifth Third Bank opens private bank office in Birmingham

Fifth Third Bank has opened its new Private Bank office in Birmingham, marking a significant milestone in the Bank’s strategic expansion across Alabama.    This addition builds on Fifth Third’s existing Birmingham location, which opened in year 2024 to provide commercial banking and treasury management solutions.    The launch of Private Bank services reinforces Fifth […]

Credinvest Bank increases profit

Like many other financial institutions, Credinvest Bank is feeling the effects of the unfavorable interest rate environment. However, the private bank is able to more than compensate for the decline in interest income from its commission business.   Credinvest Bank, headquartered in Lugano and also with a branch in Zurich, increased its net profit in […]

What’s holding you back from investing?

As Barclays launches its Investment Readiness Index, which is designed to benchmark the UK’s investment culture ahead of a national Invest for the Future campaign, Sasha Wiggins, Chair of the Invest for the Future campaign and CEO of Barclays Private Bank & Wealth Management explains why. £610bn sits in excess cash across the UK, reinforcing […]

Citi Announces Completion of 22.6% of Sale of Equity Stake in Banamex

Citi has announced the completion of the previously announced sale of 22.6% of the 24% equity stake in Grupo Financiero Banamex, S.A. de C.V. (“Banamex”) to several prominent institutional investors and family offices.    The investors in these transactions, which were announced in February, have received required Mexican antitrust regulator’s approvals and have met all […]