Wealth and Asset Management Archives - Page 46 of 1507

HLB Private Bank to Launch Two Global Equity and Credit Funds

July 21, 2026

HLB Private Bank will give eligible private banking clients in Malaysia direct access to global private equity and private credit funds. The bank plans to launch the Global Private Equity Fund-of-Funds II and the Private Markets Evergreen Income Fund. The funds will offer exposure to global fund managers, infrastructure credit, private infrastructure, intellectual […]

Wealth and Asset Management

Presentation of the 2026 half-year results for the Julius Baer Group

July 21, 2026

Julius Baer reports record net profit, driven by all-time high assets under management, pronounced client activity, and improved operating leverage IFRS net profit rose to record CHF 673 million and earnings per share (EPS) to CHF 3.27, up 128% from CHF 295 million (EPS: CHF 1.44) in H1 2025 Adjusted net profit matched IFRS at […]

Wealth and Asset Management

UBP: first-half profit up 40.4%

July 21, 2026

In the first half of 2026, Union Bancaire Privee's profit rose to 169.4m Swiss francs, up 40.4% compared with the end of June 2025. Assets under management increased 4.8% to 193.5bn CHF at the end of June 2026, versus 184.5bn at the end of December 2025. The increase mainly reflects the positive trend […]

Wealth and Asset Management

Aberdeen Adviser streamlines platform onboarding

July 21, 2026

Aberdeen Adviser has introduced a new integration designed to reduce rekeying and improve the transfer of client information between adviser systems and its Wrap platform. The development uses Criterion’s Platform Account Opening Standard alongside integration technology from ZeroKey to create a more consistent flow of client and account data. Criterion’s standard sets out […]

Wealth and Asset Management

Berenberg: These are the results of the special investigation

July 21, 2026

After the German Federal Financial Supervisory Authority (BaFin) suspended three members of its management board in June, Berenberg Bank has finally presented its audited 2025 financial statements. More interesting than the figures themselves are the findings of the external special audit: Management had apparently gone too far with "balance sheet manipulation." A month […]

Wealth and Asset Management

DZ Privatbank Switzerland expands its General Management

July 21, 2026

DZ Privatbank Switzerland is expanding its executive management team to achieve its strategic goals for the coming years. Wolfgang Thiere will transfer internally in September, and Anna Poser will join later from Julius Baer. Since its restructuring in 2019, DZ Privatbank (Switzerland) AG has increased its assets under management by 210 percent to approximately […]

Wealth and Asset Management

InvestGB Strengthens Strategic Relationship with Ares Wealth Management Solutions

July 21, 2026

As part of its continuous efforts to provide its clients with high quality alternative-investment products managed by leading global fund managers, Gulf Capital Investment Company KSCC “InvestGB”, the investment arm of Gulf Bank, announced the strengthening of its strategic relationship with Ares Wealth Management Solutions, the global wealth distribution platform of Ares Management Corporation (“Ares”), […]

Wealth and Asset Management

Ogier advises MASECO on its acquisition by US wealth manager Creative Planning

July 21, 2026

Ogier has provided Jersey and BVI legal advice to MASECO LLP, a London-based wealth management firm, in relation to its completed acquisition by Creative Planning, which owns one of the largest registered investment advisers in the US. Founded in 2008, MASECO specialises in tailored wealth management strategies for US, UK and global families. It's […]

Wealth and Asset Management

Cazenove Capital publishes its first 2025 Sustainability and Impact Report for the Impact Growth Strategy

July 21, 2026

Cazenove Capital has published its first Sustainability and Impact Report for the Impact Growth Strategy, while also marking the sixth consecutive year of reporting across their broader sustainable investment range. We believe impact investing has a critical role to play in translating ambition into tangible results. We are encouraged by the growing number of […]

Wealth and Asset Management

New York financial experts establish AI hedge fund in Zug

July 21, 2026

Symbit Capital's AI system is based on an investment process that reportedly generated billions in profits for the Norwegian sovereign wealth fund. Furthermore, former GAM CEO Tristan Brenner has joined the company as a partner. The new equity research firm Symbit Capital has opened its offices in Zug . The company officially commenced operations […]

Wealth and Asset Management

Fidelity Investments Expands Institutional Separately Managed Account (SMA) Lineup for Wealth Management Firms

July 21, 2026

Fidelity Investments has announced the expansion of its institutional separately managed account (SMA) lineup with six new custom strategies and two new model offerings for registered investment advisor (RIA) and broker dealer clients that leverage Fidelity’s active management and quantitative research capabilities. Fidelity Institutional Tax-Managed Enhanced Equity and Fidelity Institutional Tax-Managed Fundamental Equity custom […]

Wealth and Asset Management

CIMB unveils private wealth proposition for ASEAN clients

July 21, 2026

Malaysia’s CIMB Bank Berhad has introduced CIMB Private Wealth, a wealth segment targeted at affluent clients in ASEAN. The Business Times reported that CIMB Group intends to roll out the private wealth business in Singapore and Thailand before the end of the year. The move forms part of a wider plan to double […]

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