Wealth and Asset Management Archives - Page 130 of 1552

AlTi Global Q1 2026 slides: 28% revenue growth, UHNW focus drives results

May 12, 2026

AlTi Global presented its first quarter 2026 earnings on May 11, 2026, showcasing robust financial performance despite challenging macroeconomic conditions. The independent wealth management firm, which serves ultra-high-net-worth families and institutions, reported significant revenue growth and margin expansion as it continues to scale its global platform. In premarket trading, ALTI shares edged up […]

Wealth and Asset Management

Six questions about investing in the evolving energy system

May 12, 2026

Key points The ongoing energy crisis is not just a story about prices, it's about the assumptions being challenged which have supported the current, fossil fuel driven energy system Our Head of Sustainable & Impact Investing and Barclays Head of Climate Technology, who is also the Professor of Energy Systems at Imperial College London, discuss […]

Wealth and Asset Management

Where patience takes root: 125 years of building a family business at Frank P Matthews

May 12, 2026

key takeaways. Succession planning is most effective when it begins early. At Frank P Matthews, a multi-generational tree nursery, a 19-year transition allowed leadership and responsibility to develop gradually across generations In family businesses, alignment between generations is rarely accidental. Here, shared decision making reflects years of working together, clear responsibilities, and mutual trust Patient […]

Wealth and Asset Management

Scotiabank to Offer Wealth-Management Services to State Bank of India's High-Net-Worth Clients in Canada

May 12, 2026

Bank of Nova Scotia's wealth-management arm will offer services to high-net-worth clients of State Bank of India's business in Canada. Scotia Wealth Management and SBI Canada Bank agreed a referral-relationship arrangement, which will allow both companies to extend their coverage for clients locally in Canada. Scotia Wealth Management will offer advisory and investment-management […]

Wealth and Asset Management

Global wealth detaches from borders as 1 in 5 ultra wealthy are now foreign-born

May 12, 2026

Ultra High Net Worth (UHNW) population to reach 734,100 by 2030, a 33% increase Combined net worth of the world’s richest will climb to $84tn by 2030 Nearly 79% are self-made, with just 5% solely inheriting their wealth Altrata’s latest report, Global Citizens: Entrepreneurship, Mobility and the Ultra Wealthy, sponsored by leading investment migration consultancy […]

Wealth and Asset Management

Partners Group inks distribution partnership with Bank of East Asia

May 12, 2026

Alternatives asset manager Partners Group has entered a distribution partnership with The Bank of East Asia (BEA) in Hong Kong as part of its push into the wealth segment. The partnership will give BEA’s wealth management and high-net-worth clients access to a select number of Partners Group’s private markets investments. Henry Chui, head […]

Wealth and Asset Management

The Kelley Financial Group Earns Forbes Best-in-State Wealth Advisors 2026 Recognition

May 12, 2026

The Kelley Financial Group gains national recognition as Micah Kelley earns placement on the Forbes Best-in-State Wealth Advisors 2026 list. The ranking reflects a rigorous assessment of experience and sustained client outcomes under pressure. It underscores the firm’s role in helping clients maintain discipline and direction through uncertain market conditions. The recognition places […]

Wealth and Asset Management

Next-gen heirs shun change, want continuity in banking, says UBS

May 12, 2026

One in two next generation wealthy heirs prefer to retain the same private bank that their parents use, according to UBS’ first global next-generation report. That debunks a long-standing industry myth that next-gen clients instinctively want to distance themselves from their parents’ banker, according to Young Jin Yee, co-head of UBS Global Wealth Management […]

Wealth and Asset Management

J.P. Morgan Private Bank Unveils 2026 Mid-Year Outlook: Promise and Pressure

May 12, 2026

The closure of the Strait of Hormuz is the largest oil supply shock since World War II but it is not an isolated event; it is the latest chapter in a structural reorientation of the global economy toward security and resilience Compelling opportunities in emerging markets, security-driven investment, and national champions Rolling shocks are structural, […]

Wealth and Asset Management

PMI and Schroders launch 2026 survey on Defined Benefit investment governance

May 12, 2026

The industry is being asked to have its say on Defined Benefit investment governance as part of a new survey from The Pensions Management Institute (PMI), in partnership with Schroders. With funding positions improving for many schemes, and expectations around governance, value and long-term planning intensifying, the survey aims to understand how DB governance […]

Wealth and Asset Management

Wealth managers prepare for next ‘Big Bang’ in technology

May 12, 2026

Most decisions made about digitalisation of wealth management tend to be financial rather than practical or client-focused, believe industry commentators, with key tech innovations often prevented from reaching a wider audience. There is a broad agreement that the technology has long been present to enable faster development of digital portfolio management, yet few private […]

Wealth and Asset Management

Edmond de Rothschild AM expands sales in Latin America and US offshore

May 12, 2026

The asset management company Edmond de Rothschild Asset Management has entered into a strategic distribution agreement with Davinci Trusted Partner. Edmond de Rothschild Asset Management ( EdR AM ) aims to strengthen its sales across the Atlantic. To this end, a partnership has been agreed upon with Davinci Trusted Partners, according to a press […]

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