Wealth and Asset Management Archives - Page 130 of 1526

Saxo Bank reports record-breaking number of clients and client assets

April 14, 2026

Saxo Bank has announced its financial results for 2025, achieving an adjusted net profit of EUR 120 million. With more than 1.5 million clients, Saxo Bank also reached a record number of end clients, as well as record client assets of EUR 133 billion. In 2025, the J. Safra Sarasin Group signed a deal […]

Wealth and Asset Management

Charlotte Davey: Planning in the age of the ‘great wealth transfer’

April 14, 2026

The largest wealth transfer in history is already taking shape, with an estimated £5.5trn in assets expected to move between generations by 2050. While this moment is often described as a watershed, its gradual nature gives advisers something valuable: time. Time to reflect, adapt and prepare for the needs that will emerge over the […]

Wealth and Asset Management

What’s the best way to transfer wealth to the next generation?

April 13, 2026

One of the biggest challenges facing any family is the movement of wealth from one generation to the other. Throughout the family journeys we’ve supported, I’ve seen that often, it is not the actual movement of money that is the story but rather the purpose of a family’s wealth and each individual’s role within that. […]

Wealth and Asset Management

Techcombank Private redefines wealth management in Vietnam

April 13, 2026

Techcombank Private is setting a new benchmark for wealth management in Vietnam with a lifetime wealth management model that blends international expertise, a deep understanding of the country’s wealth landscape, and a premium lifestyle ecosystem. For many years, wealth in Vietnam has been measured by the speed of asset accumulation. As the economy enters […]

Wealth and Asset Management

QIB named Qatar’s best private bank by Euromoney

April 13, 2026

Qatar Islamic Ban, Qatar’s leading digital bank, has been recognised as Qatar’s Best Private Bank at the Euromoney Private Banking Awards 2026, reaffirming its leadership in delivering personalised Shari’a-compliant wealth management banking solutions and services for high-net-worth individuals in Qatar. This recognition underscores QIB’s continued success in building a differentiated private banking proposition, anchored […]

Wealth and Asset Management

Broadridge Launches Next-Generation Digital Asset Capabilities for Canadian Wealth Management Firms

April 13, 2026

Broadridge Financial Solutions Inc. has announced the launch of its next-generation digital asset platform for wealth management enabling all Canadian wealth managers to accelerate their offering of crypto currencies and other tokenized assets. "Digital assets are increasingly becoming a part of a diversified portfolio, and Canadian wealth managers need a way to support tokenization," […]

Wealth and Asset Management

Inside WTW’s ambitions for its £20bn wealth management business

April 13, 2026

The wealth management arm of pensions consultant WTW has reached £20bn in assets but further growth is a “strategic priority and focus”, according to Ben Leach, who heads up the division. Apart from seeking to win more mandates from wealth managers and banks, there are plans to make some of the institutional funds run […]

Wealth and Asset Management

Arax Recognizes 2026 InvestmentNews Excellence Awardees

April 13, 2026

Arax Investment Partners has recognize its valued partner firms, teams and advisors who have been selected as Excellence Awardees for the 2026 InvestmentNews Awards. InvestmentNews recognizes the leading professionals and firms in the wealth management industry on an annual basis. This year’s Arax finalists include: RIA Firm of the Year: Ashton Thomas Private Wealth […]

Wealth and Asset Management

Mattioli Woods strikes multi-asset fund deal with BlackRock

April 13, 2026

Mattioli Woods has struck a deal with BlackRock for its passive multi-asset range to invest exclusively in the asset manager’s iShares funds. The wealth manager said the agreement will enhance its centralised investment proposition (CIP) and expand access to institutional-quality investment products for advisers and clients. It will also improve efficiency, scalability and cost […]

Wealth and Asset Management

Swiss court drops UBS from Mozambique tuna-bond money-laundering case

April 13, 2026

A Swiss court has removed UBS Group from a money-laundering case tied to the Mozambique tuna-bond scandal, a matter the bank inherited through its 2023 takeover of Credit Suisse. Switzerland’s Federal Criminal Court said UBS could not be held responsible for alleged misconduct connected to events that took place long before the emergency takeover […]

Wealth and Asset Management

The great sector shake-up

April 13, 2026

Sector leadership has shifted repeatedly in 2026, driven by sentiment around technology valuations and geopolitical uncertainty instead of changes in company performance. Despite these rotations, earnings forecasts for major technology firms remain robust, highlighting why solid fundamentals, not short‑term sentiment, could be the more reliable guide for long‑term investing. With the economy still expanding, our […]

Wealth and Asset Management

Citi Wealth Deploys AI-Powered Technology to Enhance Client Experience

April 13, 2026

Citi Wealth today unveiled several new technology capabilities aimed at empowering advisors to deliver a more proactive, data-driven and personalized client experience. The new tools move Citi Wealth closer to its goal of building a unified, AI-driven layer of intelligence to support a client’s entire financial lifecycle. The launch includes Portfolio Intelligence – […]

Cookie Notice