Wealth and Asset Management Archives - Page 61 of 1493

The league table has changed, but fundamentals stay the same

June 11, 2026

The Boston Consulting Group’s most recent Global Wealth Report, published on 27 May, has ruffled some feathers in the Swiss finance industry, by showing that Hong Kong has for the first time overtaken Switzerland as the world’s largest wealth management centre. While some may see this as a sign of Switzerland’s decline – bad […]

Wealth and Asset Management

Mediolanum to launch flexible fixed income fund for ‘Best Brands’ umbrella

June 10, 2026

Mediolanum International Funds Limited has launched a global, flexible fixed income strategy, to be managed by PIMCO alongside other asset managers in due course. The fund, Mediolanum Best Brands Dynamic Bond, will invest across government bonds, credit – both investment grade and high yield – and emerging market debt, alongside securitised instruments. Duration and […]

Wealth and Asset Management

Wealth manager targets Wales growth with hub

June 10, 2026

A national wealth management firm says it is primed for growth following a Welsh office move. Fairstone has opened a Cardiff hub. Bosses say the venture – which unites more than 20 staff and advisers from three sites in South Wales and the Welsh Borders – marks a “significant step in its long-term […]

Wealth and Asset Management

Why better data management is non-negotiable in wealth management

June 10, 2026

Once considered a back-office technical function sitting with an organisation’s IT or operations team, data management has now taken centre stage as a core business asset of vital interest to everyone involved in wealth management. Unquestionably, data that’s accurate, accessible, consistent, timely and well governed is a business-wide issue today, and is critical for […]

Wealth and Asset Management

Clearstream partners with Ares to broaden wealth manager access to private markets

June 10, 2026

Clearstream, Deutsche Börse Group’s post-trade business, is partnering with Ares Management Corporation, a global alternative investment manager, through which Ares’ private market strategies will be added to Clearstream’s fund platform. The collaboration is intended to significantly broaden investor access to Ares’ leading offering. This partnership is a key step in Clearstream’s mission to […]

Wealth and Asset Management

Apollo Leads $35 Billion Capital Solution for Broadcom AI XPV Platform in Partnership with Blackstone and Leading Global Banks

June 10, 2026

Apollo has announced that Apollo-managed funds and affiliates are leading an initial $35 billion capital solution as part of Broadcom’s new AI XPV Platform (the “Platform”), in partnership with Blackstone (NYSE: BX) and leading global banks. The Platform is designed to enable over 20GW in compute capacity for leading frontier AI labs through 2028. […]

Wealth and Asset Management

UBS takes Brazil wealth-management model across Latin America

June 10, 2026

UBS’s wealth management business in Brazil, which gained momentum following the acquisition of multifamily office Consenso in 2017, is preparing to expand into other Latin American markets. The Swiss banking group maintains offices in Mexico, Panama, and Chile, but the goal is to replicate in those countries a model closer to the one developed […]

Wealth and Asset Management

Six UBS advisors in Phoenix named to Barron's Top 1,500 Financial Advisors list

June 10, 2026

UBS Wealth Management US has announced that six of its financial advisors in Phoenix in the Pacific Desert Market have been named to the Barron’s Top 1,500 Financial Advisors rankings list for 2026. They include: Brad Howell, also recognized on the list in 2025 and 2024 Steven Schultz, also recognized on the list in […]

Wealth and Asset Management

Corient Completes Acquisitions of Stonehage Fleming and Stanhope Capital Group

June 10, 2026

Corient has announced the successful completion of its previously announced acquisitions of Stonehage Fleming and Stanhope Capital Group, marking a significant milestone in its continued global expansion. “This is an exciting moment for Corient and the clients we serve around the world,” said Kurt MacAlpine, Founding Partner and Chief Executive Officer of Corient. “We […]

Wealth and Asset Management

ECB puts the brakes on Revolut's product offensive

June 10, 2026

The European Central Bank (ECB) has apparently temporarily limited Revolut's rapid growth. According to a media report, the neobank was only allowed to launch new financial products to a limited extent until its internal control mechanisms were improved. According to information from sources close to the European supervisory authority, the neobank had to revise […]

Wealth and Asset Management

Laying the pipelines connecting wealth managers to private markets

June 10, 2026

Private markets were, until recently, the preserve of institutional investors. When the wealth industry was occasionally involved, access would be offered by the largest private banks to those at the summit of the wealth pyramid. But things are changing. The asset class is opening up to a wider range of wealthy investors through lower […]

Wealth and Asset Management

Julius Baer successfully places EUR 500 million senior unsecured notes

June 10, 2026

Julius Baer Group Ltd. successfully placed EUR 500 million 5-year senior unsecured notes through ELM B.V., a repackaging issuance entity incorporated in the Netherlands. This EUR senior unsecured issuance allows Julius Baer to further diversify its funding strategy in international debt markets. The transaction was targeted at European institutional investors and the proceeds will […]

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