Wealth and Asset Management

15571 articles found

Wealth and Asset Management

Standard Chartered sets out sustainable growth plan, targeting ~18 per cent RoTE in 2030

Standard Chartered has announced plans to invest ahead of long-term trends to maintain strong growth, boost productivity, further improve the quality of earnings, and maximise its competitive advantages.     Bill Winters, Group Chief Executive, said:   “Our strategy is grounded in a simple belief: the world is becoming more connected, more complex and more cross-border. […]
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Wealth and Asset Management

UBS Client Account Manager shortlisted in Finance Rising Star Awards

UBS Global Wealth Management, Client Account Manager in Jersey, Tom Wheeler, has been shortlisted in the Investment Management category of the Jersey Finance Rising Star Awards 2026.   The Jersey Finance Rising Star Awards recognise outstanding young professionals who are already making a significant contribution to Jersey’s finance industry and helping to shape its future […]
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Wealth and Asset Management

Syz Group Adopts Bloomberg Enterprise Solutions to Deliver Institutional-Grade Portfolio Intelligence in Private Banking

Bloomberg has announced that Syz Group, a Geneva-headquartered banking group with approximately CHF 28bln in assets under management across private banking, asset management and alternative assets, has adopted Bloomberg PORT Enterprise to further strengthen its portfolio analytics and client reporting capabilities.   Syz Bank’s adoption of Bloomberg PORT Enterprise reflects a continued investment in technology […]
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Wealth and Asset Management

AI Agents in Finance: How They Transform 70% of Processes

The wealth and asset management industry appears to be facing increasing strategic pressures, from evolving client expectations to regulatory changes. In this context, artificial intelligence represents both an accelerator and a testing ground.   The wealth and asset management industry has entered a phase of structural transformation, marked by a multiplication of pressures. Among these, […]
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Wealth and Asset Management

Canaccord Wealth UK Partners with Bitwise to Launch Crypto ETPs

Crypto ETP Launch: Canaccord Wealth UK has partnered with Bitwise Asset Management to introduce Bitcoin and Ethereum exchange-traded products for high-net-worth clients, allowing controlled access to crypto exposure capped at 5% within managed portfolios.   Risk Control Mechanism: The arrangement employs a capped allocation system where advisers manage crypto exposure levels based on client risk […]
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Wealth and Asset Management

AI fuels the strongest earnings season in years

Earnings growth exceeds expectations The latest quarterly earnings season has delivered growth of around 27% year on year – the strongest quarterly expansion since the post-pandemic rebound in 2021.   Semiconductors help drive market performance AI infrastructure demand has driven semiconductor performance, with earnings beats, upward revisions, and strong share price reactions.   Concentrated gains […]
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Wealth and Asset Management

Daniel R. Liff named to Forbes Magazine’s list of Best-in-State Wealth Advisors

Morgan Stanley has announced that Daniel R. Liff, a Managing Director, Financial Advisor in the Firm’s Hauppauge Wealth Management office, has been named to Forbes Magazine’s 2026 list of Best-in-State Wealth Advisors.   Forbes’ Best-in-State Wealth Advisors list comprises a select group of individuals who have a minimum of seven years of industry experience. The […]
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Wealth and Asset Management

Isio looks to add private assets to MPS

Having launched its model portfolio service (MPS) for advisers and wealth managers in April last year, Isio is looking at how it can incorporate private assets.   Isio's MPS is made up of seven low-cost outsourced investment portfolios.   These include five multi-asset portfolios ranging from ‘cautious' to ‘adventurous', as well as an equity-focused portfolio […]
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Wealth and Asset Management

Rockefeller expands to Naples with Coplin Wealth team

Rockefeller Global Family Office is entering Naples, Florida, by adding Coplin Wealth Partners to its wealth management business.   Coplin Wealth Partners works with ultra-high-net-worth individuals (UHNWIs) and families on financial issues.   The team is headed by Steven Coplin, a private advisor and managing director with more than 25 years of experience advising multigenerational […]
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