Wealth and Asset Management

15040 articles found

Wealth and Asset Management

The $3.5 trillion test facing wealth managers

Australia’s $3.5 trillion wealth transfer is colliding with a new financial infrastructure shift: tokenised assets are moving from experiment to regulated reality, forcing wealth managers to decide whether they will build the future of investing – or inherit someone else’s.   The transition is already underway. Australia’s regulatory framework is bringing digital asset platforms and […]
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Wealth and Asset Management

Indosuez to enter European ETF market with four active strategies

Indosuez Wealth Management, the global wealth management brand of French banking group Crédit Agricole, will enter the European ETF market with four active strategies through Amundi’s white-label platform.   ETF Stream previously reported on the upcoming push in May. The four ETFs registered with Irish regulators are: Indosuez US Equity Enhanced UCITS ETF Indosuez Eurozone […]
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Wealth and Asset Management

Quilter's Cirilium introduces index-linked gilts to portfolios

Quilter has announced that it has introduced index-linked gilts as a dedicated asset class within its Cirilium portfolios following an optimisation of its strategic asset allocation (SAA).   To get this exposure, the portfolios have added the Vanguard Inflation-Linked Gilt Index Fund to the lower risk portfolios to enhance overall diversification, particularly given the current […]
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Wealth and Asset Management

BBVA acquires SocGen's 50% stake in brokerage joint venture Altura Markets

BBVA has reached an agreement with Société Générale (SG) to integrate Altura Markets into the BBVA Group by acquiring the 50 percent stake currently owned by the French bank, becoming the company's sole shareholder. The transaction is subject to the relevant regulatory approvals.   Since its establishment as a partnership between BBVA and Société Générale, […]
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Wealth and Asset Management

UBS Hit With Record $125 Million Penalty Over Repeat Anti-Money Laundering Failures

UBS Wealth Management USA has agreed to pay $125 million in fines from four regulators  over allegations of repeated and long-standing anti-money laundering deficiencies.    The penalties include a $125 million fine from the Department of the Treasury’s Financial Crimes Enforcement Network, which called the action “historic” and the largest sanction ever imposed against a […]
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Wealth and Asset Management

EFG expands to Bern

Private bank EFG International is further expanding its presence in Switzerland. However, the expansion into Bern is not being driven from Zurich.   EFG International has been present in the canton of Bern for two and a half years: The private bank opened a branch in Gstaad at the beginning of 2024, where a team […]
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Wealth and Asset Management

Drew Grider Named No. 26 on Forbes Best-In-State Wealth Advisors 2026 List for the Chicago Suburbs

Leelyn Smith has announced that Drew Grider, CFA, President of the firm, has been named to the Forbes Best-In-State Wealth Advisors 2026 list, ranking No. 26 out of 270 advisors evaluated in the Chicago suburbs category.    The annual ranking, produced by Forbes in partnership with SHOOK Research, identifies the country's top financial advisors through a […]
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Wealth and Asset Management

Wealth planning in a changing tax landscape

Recent changes to Inheritance Tax (IHT) and Capital Gains Tax (CGT) and business succession reliefs have altered the planning landscape for many individuals and families. At the same time, HMRC continues to increase its focus on wealthy taxpayers, creating a need for robust, well-documented and regularly reviewed planning arrangements.   For many individuals and families, […]
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