Wealth and Asset Management Archives - Page 153 of 1525

‘We won’t hide’: Blackstone’s Aussie push amid private credit pain

March 6, 2026

The woman behind Blackstone’s giant wealth management business says the private credit crisis is just noise, and the only way to fight it is with transparency.

Wealth and Asset Management

SJP calls for profession to ‘evolve’ as it hits 1,000 female advisers milestone

March 6, 2026

SJP has reached this milestone amidst what is seen to be the biggest wealth transfer to women in history, with women now projected to be holding over half of the UK’s wealth.

Wealth and Asset Management

Lombard Odier to close private markets evergreen fund

March 6, 2026

The closure of the semi-liquid fund comes following a review which decided that it is unlikely to see significant growth.

Wealth and Asset Management

Wealth managers trapped in transformation illusion

March 6, 2026

While private banks talk endlessly about their digital transformation agenda, many are simply applying ‘tech lipstick’, which pastes AI tools onto creaking platforms

Wealth and Asset Management

The Oasis Group Releases AI Readiness Index™, First Maturity Benchmark for Wealth Management Industry

March 5, 2026

Exclusive tool for fiduciary wealth management firms measures both governance control and technology sophistication across 70 diagnostic questions

Wealth and Asset Management

Mercer Advisors Launches National Women & Wealth Practice

March 5, 2026

Executive Managing Partner Laura Combs to lead firm’s efforts to deepen its industry-leading commitment to championing Economic Freedom™ and fiduciary excellence for women

Wealth and Asset Management

Chubb Wealth debuts in Hong Kong’s growing private wealth market

March 5, 2026

Chubb-backed platform targets professional investors with curated global funds and exclusive private market strategies

Wealth and Asset Management

Raymond James Sees Cross-Selling Ban as a Plus in Attracting Advisors

March 5, 2026

Raymond James Private Client Group President Tash Elwyn echoed CEO Paul Shoukry’s aversion to cross-selling, saying recruits to the firm feel clients are left out in such product pushes.