Wealth and Asset Management Archives - Page 126 of 1558

What impact can political changes have on UK investment returns?

May 26, 2026

Political changes may cause short-term volatility in financial markets; however, over the long term, political factors have less impact on the performance of UK assets than global economic conditions. We are global investors and believe that exposure to global financial markets is the best starting point for helping our clients achieve their financial goals. We […]

Wealth and Asset Management

Inside the ‘stealth wealth’ playbook: How Silicon Valley’s elite buy multimillion-dollar mansions without leaving a paper trail

May 26, 2026

For the ultrawealthy, it used to largely be the case that they wanted their flashy home purchases and sales to be made very public: Think drone shots, a glossy listing, and a splashy press release naming the owner and buyer. All of that served as a way to show off and solidify their wealth. […]

Wealth and Asset Management

Private credit faultlines exposed by wealth channel inflows

May 26, 2026

Historically, private credit was dominated by pension funds, insurers and sovereign wealth funds. But recent years have seen asset managers expanding their client base to include family offices, private banks and high net worth individuals, many of whom have entered semi-liquid or “evergreen” vehicles. And as these wealthy private investors have piled into these […]

Wealth and Asset Management

Investec applies for Ireland banking permit – report

May 26, 2026

Investec has sought a banking permit in Ireland as it looks to widen its presence across Europe, reported Bloomberg. The lender, which is listed in South Africa and the UK, already has operations in Dublin through its European business. It is now pursuing approval to provide full banking services, according to the European […]

Wealth and Asset Management

Julius Baer AUM hits SFr 528bn, signals “substantially higher” H1 profit

May 26, 2026

Julius Baer has reported assets under management of SFr 528bn ($672.5bn) in the first four months of 2026, representing a 1% rise from the end of 2025. It attributed the increase to supportive market movements and SFr 3bn in net new money, which together were enough to counter the drag from another rise in […]

Wealth and Asset Management

Bankers should definitely avoid these mistakes when looking for a job.

May 26, 2026

The job market for bankers in Zurich has become more competitive. Anyone looking for a new job today should pay particular attention to five points. The Zurich financial center is experiencing its biggest upheaval in decades. Following the collapse of Credit Suisse and its integration into UBS, over 1,400 bank employees are registered with […]

Wealth and Asset Management

Frank P Matthews wins Gold at the RHS Chelsea Flower Show – a milestone shared with sponsor Lombard Odier

May 26, 2026

key takeaways. Frank P Matthews won a Gold Medal at the RHS Chelsea Flower Show 2026 for a Malus display shaped by years of careful cultivation, planning and specialist expertise The award comes during a milestone year for the nursery, which is marking its 125th anniversary, has recently received a Royal Warrant, and continues to […]

Wealth and Asset Management

Why JPMorgan is looking for wealth managers with emotional intelligence

May 26, 2026

JPMorgan is pivoting training for its wealth advisers to focus more on soft skills in a bid to get them in front of clients sooner, according to the head of its international private bank. As private banks race to develop talent in an increasingly competitive market, Adam Tejpaul told Financial News that the Wall […]

Wealth and Asset Management

Singapore regulator seeks faster private bank onboarding

May 26, 2026

Singapore’s financial regulator has asked private banks to shorten the time it takes for clients to open accounts, as the authorities try to support the city-state’s role in global wealth management after major money-laundering cases contributed to long delays. The Monetary Authority of Singapore said lenders should bring account opening times down to within […]

Wealth and Asset Management

Investec updates its Private Client growth strategy

May 22, 2026

A focused strategy to further scale the Private Client franchise through a high-touch, advice-led proposition, enabled by digital capabilities and a globally integrated One Investec ecosystem. Investec’s established Private Client franchise has clear growth opportunities, underpinned by targeted initiatives to deepen banking and wealth relationships. In South Africa, largely driven by targeted affluent client acquisition, […]

Wealth and Asset Management

AI is boosting asset managers’ investment operations, but humans still call the shots, according to a new Mercer report

May 22, 2026

Mercer has launched a new report that finds the asset management industry has moved beyond experimenting with artificial intelligence (AI), but the technology remains principally an augmentation tool that helps to enhance human productivity and insight. Based on a February 2026 survey of 131 asset managers globally, the Mercer report, How Artificial Intelligence is […]

Wealth and Asset Management

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 […]

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