Wealth and Asset Management Archives - Page 130 of 1535

Pictet WM’s Karen Tan: Hedging downside risk is a priority

April 22, 2026

In the second of our series of exclusive gatekeeper interviews, FSA speaks with Karen Tan, executive director, fund solutions lead, Asia at Pictet Wealth Management. A graduate of Nanyang Technological University, Karen has more than 20 years of experience in the private banking industry. She started her career at Merrill Lynch and has also […]

Wealth and Asset Management

Citi Wealth and Advyzon Announce Strategic Agreement to Deliver a Global Unified Managed Account Program for Clients

April 22, 2026

Citi Wealth has announced a strategic agreement to partner with Advyzon Enterprise Solutions and Advyzon Investment Management (Advyzon) to deliver a Global Unified Managed Account (UMA) Program for Citi Wealth clients. The development of Citi Wealth’s Global UMA Program, for our Citi Private Bank, Wealth at Work and Citigold & Citi Private Client groups, […]

Wealth and Asset Management

A wealth management exec says AI could be putting your FIRE dreams at risk

April 22, 2026

Ritholtz Wealth COO Nick Maggiulli has a warning for people pursuing "coast FIRE" right now. The early retirement strategy is at risk due to AI's impact on the job market, he said. AI was the top-cited reason for job cuts last month, one report says. AI could be about to derail your plans to retire […]

Wealth and Asset Management

Rolf Kaufmann gains Zwei Wealth as a partner

April 22, 2026

With over 25 years of experience advising private and institutional clients, Rolf combines legal expertise, entrepreneurial thinking, and a deep understanding of complex asset structures. He has worked for many years at the heart of private banking, supporting clients in Switzerland and internationally – always striving to translate complexity into clear and actionable solutions. […]

Wealth and Asset Management

Temenos announces strong Q1-26 results; FY-26 guidance reconfirmed

April 22, 2026

Q1-26 ARR of USD 861m, up 13% y-o-y c.c. Non-IFRS Q1-26 product revenue growth of 14% c.c. Non-IFRS Q1-26 subscription and SaaS up 12% c.c. Non-IFRS Q1-26 maintenance up 15% c.c. Non-IFRS Q1-26 EBIT up 20% c.c. with 2 points of margin expansion Non-IFRS Q1-26 EPS up 20% reported Q1-26 free cash flow (FCF) of […]

Wealth and Asset Management

LLB now has an Aa1 deposit rating from Moody's

April 22, 2026

Moody's has upgraded the deposit rating of Liechtensteinische Landesbank AG (LLB) from Aa2 to Aa1. This places LLB among the top-rated banks worldwide according to Moody's. The rating signifies very high financial stability, security, and very low default risk. Vaduz, April 22, 2026. Moody's has upgraded the deposit rating of Liechtensteinische Landesbank AG (LLB) […]

Wealth and Asset Management

Lombard Odier named Asia’s Best for Discretionary Portfolio Management at the Euromoney Private Banking Awards – an inaugural win for the region

April 22, 2026

Lombard Odier has been recognised as Asia’s Best for Discretionary Portfolio Management (DPM) at the recent Euromoney Private Banking Awards, underscoring the Bank’s long‑standing commitment to delivering disciplined investment solutions and high‑quality outcomes for clients across the region. This inaugural regional win reflects Lombard Odier’s position in Asia as a leading investment house for […]

Wealth and Asset Management

Hampden Bank breaks through £1 billion of deposits in 2025

April 22, 2026

In our annual results for 2025, client deposits surpassed £1 billion for the first time, lending grew by over 9%, and the bank reached almost 6,500 clients. Total deposits increased by 13% year-on-year to £1.12 billion (2024: £991m), breaking through the £1 billion milestone for the first time. Total lending grew by over […]

Wealth and Asset Management

Norion Bank has entered into an agreement to acquire Strand Kapitalförvaltning, strengthening its position within Wealth Management

April 22, 2026

Norion Bank AB has entered into an agreement to acquire all outstanding shares in Strand Kapitalförvaltning AB (“Strand”). The acquisition, together with the recently completed acquisition of Consensus Asset Management AB (“Consensus”), strengthens the bank’s position within Wealth Management and establishes a platform with approximately SEK 15 billion in assets under management, while further […]

Wealth and Asset Management

Citi picks Advyzon for global UMA programme

April 22, 2026

Citi Wealth has joined forces with Advyzon Enterprise Solutions and Advyzon Investment Management to build a global unified managed account (UMA) programme for its wealth clients. The platform is being prepared for Citi Private Bank, Wealth at Work, Citigold and Citigold Private Client across North America, Latin America, Europe, the Middle East and Africa, […]

Wealth and Asset Management

Firenze raises £6m to bring Lombard lending to the mass affluent

April 22, 2026

Firenze, a British fintech unlocking Lombard lending for mass affluent investors, has raised £6 million in an oversubscribed funding round. The round, which comes 12 months after a £2.5 million seed, was led by AlbionVC, with follow-on participation from existing investors, including Outward VC and Form Ventures. Firenze has built the embedded Lombard […]

Wealth and Asset Management

UBS Advisor Peter B. Martin Named to Forbes Best-in-State Wealth Advisors

April 22, 2026

UBS Wealth Management USA has announced that Peter B. Martin, a Financial Advisor in the firm’s Paramus, NJ office, has been named to the 2026 Forbes Best-in-State Wealth Advisors list. “We are extremely proud to see Peter recognized on this prestigious list," said Ryan Rozniakowski, Senior Market Director at UBS. "Peter has achieved an […]

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