Wealth and Asset Management Archives - Page 34 of 1518

Building wealth with intention: A tax-aware how-to guide

August 18, 2026

Approaching taxes strategically and intentionally has the potential to make a big difference in your overall investment returns no matter your goals or what you own. Without proper planning, layers of taxation can turn into a “silent fee” on wealth, as we’ve shown in the past. But a thoughtful strategy and the right partner […]

Wealth and Asset Management

Geopolitics and government debt top wealth manager worry list

August 18, 2026

Geopolitical shocks, high government debt and inflation persistence are seen as the greatest risks for fixed income investors over the next 12 months by wealth managers and advisers. Research from Nedgroup Investments found 45% of the sample spoken to pointed to geopolitical instability and related energy price volatility as the greatest risks for bond […]

Wealth and Asset Management

NewEdge Wealth Adds Houston Location in Continued Expansion

August 18, 2026

NewEdge Capital Group, LLC has announced that it has continued its nationwide expansion with the establishment of a NewEdge Wealth office in Houston, Texas. NewEdge Wealth is a registered investment advisor specializing in servicing the needs of ultra high net worth and high net worth families, family offices and institutional clients. The new […]

Wealth and Asset Management

Ninety One announces final close of Africa Credit Opportunities Fund 3 at US$404 million

August 18, 2026

Ninety One has announced the final close of its Africa Credit Opportunities Fund 3 (ACO3 Fund). The ACO3 Fund closed with US$404 million (including leverage) in commitments from institutional investors including development finance institutions, pension funds, and family offices across Africa, Europe, the UK, the US and Canada. The ACO3 Fund is the […]

Wealth and Asset Management

BNP Paribas Courts Asia’s Next Generation of Wealth

August 18, 2026

BNP Paribas Wealth Management is expanding its efforts to build relationships with Asia’s next generation of wealthy families. With a new programme in Hong Kong, the French bank is targeting heirs and future family leaders at an earlier stage – well before they are expected to take on responsibility for family wealth. More than […]

Wealth and Asset Management

Siebert deepens FusionIQ investment with 10-year wealth tech deal

August 18, 2026

Siebert Financial Corp. has expanded its strategic partnership with cloud-native wealth technology firm FusionIQ, making an additional investment in the company and signing a long-term transformation agreement aimed at reshaping how the broker-dealer develops and distributes financial products. The expanded relationship centers on a 10-year Strategic Transformation Partnership under which the two companies will […]

Wealth and Asset Management

The $124 trillion Great Wealth Transfer is fully underway—but nonprofits are ‘paralyzed’ by how to chase millennials’ newfound wealth

August 17, 2026

It’s 2026, and the $124 trillion Great Wealth Transfer has begun. As baby boomers phase out and pass on the fortunes they’ve built to subsequent generations, a lot will change. Namely, the old ways of philanthropic giving won’t work on younger generations, and that could be a huge problem for nonprofit organizations. “The […]

Wealth and Asset Management

William Blair Wealth Advisors Named to Forbes’ 2026 Top Next-Gen List

August 17, 2026

Forbes magazine named five William Blair wealth advisors to its 2026 Top Next-Gen Wealth Advisors Best-in-State list, released August 11. All five wealth advisors have been recognized by Forbes in previous years. “Our next generation of wealth advisors brings valuable perspectives to our business,” said Ryan DeVore, head of William Blair Private Wealth Management. […]

Wealth and Asset Management

Singapore banks’ 2026 profitability lifted by wealth fee growth

August 17, 2026

Singapore banks’ profitability in 2026 is expected to remain broadly in line as in 2025, supported by the growth of their wealth management franchises. Profitability will be supported by continued wealth flows, easing margin pressure, and low impairment charges, Fitch Ratings said in a commentary published on 14 August. The three banks—DBS, OCBC, […]

Wealth and Asset Management

Protecting clients from ‘fake news’

August 17, 2026

Information flow is becoming a pressure point for advisers and wealth managers as they educate clients on the flurry of new products and the lack of market transparency. Speaking at the Australian Wealth Management Summit in Sydney, a panel discussed where they are seeing risks in markets and how to navigate these with clients. […]

Wealth and Asset Management

Why Predictive Finance Is the Future of Wealth Management

August 17, 2026

Vault22 co-founder and CEO Benito Mable argues the next era of wealth management will be won by AI that helps people make better everyday decisions. For years, fintech has promised to transform the way we manage money. We’ve built budgeting apps, investment platforms and digital banks that have made finance more accessible than ever […]

Wealth and Asset Management

Lombard Odier, the 8-Generation House

August 17, 2026

For 230 years, Lombard Odier has remained an independent family-owned partnership. Drawing on eight generations of experience, the Swiss private bank understands the importance of preserving values, wealth and legacy for future generations of entrepreneurs and families. In this interview, Andrea Meierhofer, Southeast Asia Market Head, Private Clients at Lombard Odier, shares how the […]

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