Wealth and Asset Management

14895 articles found

Wealth and Asset Management

Melbourne wealth manager Hewison receives PE investment

Melbourne-based Hewison Private Wealth has received a private equity investment from Pemba Capital Partners.   Founded by John Hewison  in 1985, boutique wealth manager and independent advisory firm Hewison manages $3 billion in funds under advice while Sydney firm Pemba Capital Partners was founded in 1998 to invest in small and mid-sized private businesses including […]
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Wealth and Asset Management

Cresset Adds $4B Boca Raton Team From UBS

Cresset Capital Management, a multi-family office based in New York overseeing more than $250 billion in client assets, has added a 16-person wealth advisor team that previously managed $4 billion in client assets at UBS.   The team, led by Michael Bober and Ed Ventrice, expands Cresset’s presence in the South Florida region with the […]
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Wealth and Asset Management

Prescott Wolf Capital Highlights Fiduciary Wealth Management Strategies for High-Net-Worth Families

Prescott Wolf Capital located in Japan, has highlighted fiduciary wealth management considerations for high-net-worth families and family offices, with emphasis on transparent advisory structures, customized asset allocation, tax-aware planning, and multi-generational wealth strategies.    The announcement addresses growing complexity across investment management, estate planning, liquidity events, and long-term capital preservation.   High-net-worth wealth management increasingly […]
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Wealth and Asset Management

EGR Wealth Limited enters administration

On 24 August 2026, EGR Wealth Limited (EGR Wealth) entered administration. Robert Goodhew and Geoff Bouchier of Kroll Advisory Limited were appointed joint administrators.   The joint administrators are responsible for managing the affairs of the firm during the administration process. They are officers of the court and need to comply with all insolvency law. […]
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Wealth and Asset Management

Private Banking vs Wealth Management: What the 2026 Rankings Show

Of approximately ninety independent private banking institutions assessed in the Top 30 Independent Boutique Private Banks 2026 ranking, thirty were selected, with Pictet and Lombard Odier both placed in Tier I.    In the corresponding ranking of specialist private-market managers and private wealth access platforms, thirty were also selected out of about one hundred and […]
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Wealth and Asset Management

AI starts showing signs of profitability

The key question over these past two years has been whether or not the massive investments in data centres, chips and computer models would translate into equally impressive returns; the latest earnings season has brought with it the proof.   It is in the field of cloud computing that this is most compelling: the growth […]
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Wealth and Asset Management

Deutsche Bank helps shape Google Cloud’s new AI solution for financial services

Deutsche Bank participated as a key design partner for the Financial Research Agent, an AI-powered research solution that forms a core part of Google Cloud’s new Gemini Enterprise for Financial Services solution launched today.   The solution is designed for complex, regulated financial services workflows. It brings together company, financial and market information into structured, […]
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Wealth and Asset Management

Strength in the cycle to propel markets higher

Intense months lie ahead for investors. The stakes are high in geopolitics, economic policies, and US politics. But beneath the headlines, a powerful investment cycle is lifting global growth.   What began as a US tech and AI-story is now much broader. Capital spending is spreading to energy, infrastructure and defence as many countries look […]
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