Swiss firms launch bespoke mandate solution for asset managers
The tie-up between PHIVE and Tindeco lets managers build customised institutional mandates and strategies which systematically track flagship funds.
Wealth and Asset Management
14975 articles found
Global Salon: Goldman Sachs On Multigenerational Wealth And Meaningful Management
The US continues to generate new wealth at scale, and parts of Europe have seen renewed activity in specific sectors.
Standard Chartered PLC – Statement on the Bank of England 2025 Bank Capital Stress Test results
The Group has a diverse and liquid balance sheet, and these results demonstrate the Group’s continued capital strength and resilience to stress.
Broadridge Named a Leader in Wealth Management Technology in IDC MarketScape 2025 Assessment
The IDC MarketScape evaluated 13 worldwide technology providers across two dimensions – Capabilities and Strategy – and Broadridge was named to the Leaders Category for both.
OCBC Shares Climb to New Peak as Wealth Franchise in Focus
In its recent results, OCBC's profit was supported by record noninterest income and lower allowances.
SMA: The case of the new management arriving from America
The remainder are multi-line solutions, less consistent with the "private" spirit they are supposed to embody.
Private bank UBP rolls out VCC fund with S$200 million in commitments
The fund will invest in fixed-income strategies; a second fund to be launched next year will invest in a hedge fund of funds
Coutts to enter private markets in 2026
After holding back from entering the space in recent years, CIO Fahad Kamal said private markets will play a 'meaningful role' in client portfolios going forward.
JP Morgan to double Swiss private banking business by 2030
JP Morgan managed $55.6bn in Swiss private banking assets at the end of last year.
Private banks slow to respond to philanthropic families
As a new era of wealth transfer dawns, charitable giving is being increasingly shaped by a combination of emotional readiness, liquidity events and shifting personal values
Wealth managers warm to evergreen funds as demand for private markets intensifies
New data shows surging advisor appetite for semi-liquid alts despite education and trust challenges.
The £7 trillion wealth transfer that is changing who controls money in the UK
New research from Unbiased shows women are now 45% more likely to have inherited assets, and they are turning that shift into influence.