Wealth and Asset Management

14936 articles found

Wealth and Asset Management

J. Safra Sarasin Group to acquire remaining stake in Saxo Bank, with Kim Fournais remaining Chairman of the Board of Directors

Bank J. Safra Sarasin has announced an agreement to acquire the remaining stake held indirectly by Kim Fournais in Saxo Holding AG, representing approximately 28.69%, following Bank J. Safra Sarasin’s exercise of a call option in the shareholders agreement entered between the parties.    Kim Fournais will remain Chairman of the Board of Directors of […]
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Wealth and Asset Management

Tim Rimmer Recognised in eprivateclient’s 2026 Crown Dependencies NextGen Leaders List

Congratulations to Tim Rimmer, Manager within our Private Capital Services team in Guernsey, on being named in the 2026 eprivateclient Crown Dependencies NextGen Leaders list.   Published annually, the NextGen Leaders list recognises rising stars from across the Crown Dependencies’ private wealth sector, celebrating professionals who are demonstrating strong career progression, leadership potential and a […]
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Wealth and Asset Management

Why transparency could become the most valuable service in wealth management

Walk into any wealth management conference today, and you will still hear the old gospel: top performance, maximum access (which assumes impeccable transparency), and mutually beneficial relationships. Based on my numerous participations in such events, these were the industry’s holy trinity, and for good reason.   But look closer, and the reality is already different. […]
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Wealth and Asset Management

RC365 Unveils SaaS Wealth Management Platform to Expand Recurring Revenue Streams (RCGH)

RC365 Holding plc has introduced a new Wealth Management System, a software-as-a-service (SaaS) platform developed for trust companies and wealth management firms.    Fully integrated into the group's existing fintech ecosystem, the platform is designed to help financial institutions across the Asia-Pacific region accelerate digital transformation without the need to build their own technology infrastructure. […]
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Wealth and Asset Management

The case for multi-sector income strategies

This year, fixed income markets have exhibited elevated levels of interest rate volatility, whereas credit spread volatility has been more contained.   This backdrop is a natural consequence of the higher nominal growth environment that authorities are incentivised to maintain in a bid to deal with persistent structural deficits. The first press conference held by […]
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Wealth and Asset Management

Standard Chartered and LMAX Group execute first live digital asset prime brokerage trades

Standard Chartered is one of the first Global Systemically Important Banks (G-SIBs) to test a digital asset prime brokerage model within established risk, compliance and market infrastructure frameworks, building on its digital asset trading capability that was launched in 2025. The trades validate a bank-grade digital asset prime brokerage model, combining Standard Chartered’s institutional capabilities […]
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Wealth and Asset Management

Titan Wealth compliance team recognised with two awards

Titan Wealth’s compliance team was named Compliance Team of the Year – Wealth Management and senior compliance administrator Olivia Thomas won the Rising Star – Wealth Management award at the Jersey Compliance Awards.   The awards, which celebrate the professionals whose judgement, governance, and commitment to financial crime prevention safeguard Jersey’s reputation, coincided with the […]
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Wealth and Asset Management

Forbes Best-In-State Wealth Management Team 2024

FORBES BEST-IN-STATE AWARD   AMP Wealth Management has been named to the Forbes 2024 Best-In-State Wealth Management Teams list.   “Congratulations to AMP Wealth Management for receiving this prestigious recognition, which is a testament to their commitment to offer the highest standard of success in financial relationships.    The Team represents the best of our […]
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Wealth and Asset Management

The 4 portfolios of wealth management

Today’s clients want more than investment advice.   Research shows that consumers want comprehensive, holistic financial guidance. They understand that no single advisor can be an expert in every area of wealth management, but they want a trusted partner who can coordinate the expertise, identify the opportunities and connect the dots.   Most clients are […]
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