Wealth and Asset Management

15571 articles found

Wealth and Asset Management

Jupiter Asset Management and the “Golden Era” for Active Management

In troubled waters, fishermen profit. Financial markets are currently experiencing volatile times and, as a result, the power of active management is becoming increasingly relevant. That is the current environment, according to Matthew Beesley, CEO of Jupiter Asset Management, the England-based firm known for its focus on active management and high-conviction strategies. “I think we […]
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Wealth and Asset Management

Former Julius Baer India CEO Ashish Gumashta builds new wealth firm with star fund manager Roshi Jain

Julius Baer is witnessing several senior-level exits, with some executives joining a new wealth management and business advisory firm set up by former India CEO Ashish Gumashta and fund manager Roshi Jain.   Gumashta, who stepped down from Julius Baer in August 2023, has co-founded Veriqus Partners, which is expected to offer wealth management and […]
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Wealth and Asset Management

The Thirteenth Family Wealth Report Awards 2026

Winners   FAMILY OFFICE CATEGORIES Multi-Family Office (New Entrant) Beatrice Advisors Multi-Family Office (Up to and Including $2.5 Billion AuM/AuA) Eton Advisors Group, LLC Multi-Family Office ($2.5 Billion to $5 Billion Aum/AuA) Northwood Family Office Multi-Family Office ($5 Billion to $15 Billion AuM/AuA) Gresham Partners  Multi-Family Office ($15 Billion to $30 Billion AuM/AuA) WE Family […]
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Wealth and Asset Management

Hedge Fund Billionaire Ken Griffin Warns Wealthy Investors May Not Grasp Private Credit Risks— 'The Real Issue Here Is…'

Hedge fund billionaire Ken Griffin has questioned whether wealthy individuals truly understand the risks of investing in private credit, warning they may struggle to access their money in a downturn.   Griffin, founder of $67 billion hedge fund Citadel and trading firm Citadel Securities, made the comments in an interview with the Financial Times, as […]
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Wealth and Asset Management

Wealth management firm, controlling £89m of assets, appoints administrators

A Manchester wealth management firm with £89m of assets under administration has appointed administrators.   LCM Family Ltd, based in 60 Spring Gardens, said its recent financial performance has been compounded by the sudden departure of key personnel and unaffordable professional indemnity insurance.   LCM, previously known as LCM Wealth Management Limited, is authorised by […]
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Wealth and Asset Management

Lombard Odier, a leading private bank for high-net-worth individuals and families

key takeaways. A private bank can meet wealth management needs a traditional bank cannot. For high-net-worth individuals (HNWIs), this is not just about managing assets, but also about structuring, protecting, and growing them, as well as passing on an inheritance that is often international and multi-generational Thanks to its independence, long history, Swiss roots, and […]
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Wealth and Asset Management

First-quarter net profit rises to SGD 2.93 billion as total income reaches a new high, led by record wealth management performance; ROE at 17.0%

DBS Group’s net profit for first-quarter 2026 rose 1% from a year ago to SGD 2.93 billion. Total income reached a record of SGD 5.95 billion, led by robust wealth management performance, which drove fee income and treasury customer sales to new highs. Deposit growth momentum was strong, while markets trading income rose.    These […]
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Wealth and Asset Management

Top wealth planning strategies for high-net-worth individuals in 2026

Wealth planning involves more than smart investment strategies; the economic landscape is constantly changing, and wealth planning strategies must be agile to adapt to tax and regulatory adjustments.   Here are some of our global finance professional’s top wealth planning strategies for high-net-worth individuals (HNWIs) in 2026 to protect assets and provide long-term financial security […]
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Wealth and Asset Management

Partners Group invests in fleet expansion of portfolio company North Star, a leading offshore infrastructure services provider

UK-based North Star has acquired four new vessels to take its Service Operation Vessel fleet to 14, which is one of the largest in Europe  Partners Group acquired North Star in 2022 and rapidly scaled its SOV fleet to capitalize on thematic tailwinds in the offshore wind services market North Star is expected to generate […]
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Wealth and Asset Management

Utmost launches Spring 2026 Navigator

Utmost has published the spring 2026 edition of Navigator, focusing on why life insurance is central to holistic wealth planning for high and ultra-high net worth clients.    The report looks at how fragmented financial planning often fails, especially as advisers deal with faster change and greater client mobility.   Brendan Harper, head of asia […]
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