Wealth and Asset Management Archives - Page 70 of 1504

Titan Wealth adds £900mn of AUA with Progeny International purchase

June 11, 2026

Titan Wealth has added £900mn of assets under advice to its international business with the purchase of Progeny International. The acquisition of Progeny Group’s international arm, which is subject to regulatory approval, will add 13 financial advisers and offices in Hong Kong and Singapore. According to Titan, which already serves clients through its […]

Wealth and Asset Management

True Wealth breaks the 3 billion Swiss franc mark in assets under management

June 11, 2026

True Wealth has reached a significant milestone in its corporate history: Assets under management have surpassed three billion Swiss francs. With over 45,000 client relationships, the company is consolidating its position as one of Switzerland's leading digital wealth managers after more than ten years in the market. What began in 2013 with the vision […]

Wealth and Asset Management

Private banking with accountability at its core

June 11, 2026

Neue Bank, headquartered in Vaduz in the Principality of Liechtenstein and focused exclusively on private banking, intermediary services and fund solutions, describes itself as a bank of action rather than committees. Decisions are taken close to the market, responsibility sits clearly with individuals, and clients deal with consistent contacts who are empowered to act. […]

Wealth and Asset Management

Northern Trust Asset Management Launches Sustainable Multifactor Funds

June 11, 2026

Northern Trust Asset Management has announced the launch of two actively managed UCITS funds, designed to pursue outperformance while efficiently managing climate transition-related risks and opportunities. The NT World Multifactor Focus Select Fund seeks excess returns over a full market cycle, while the NT World Multifactor Select Fund strategy aims to deliver long-term capital […]

Wealth and Asset Management

Bridging the gap: the intention–action disconnect among Asia-Pacific’s high-net-worth investors

June 11, 2026

The world is navigating a period of profound and lasting change. Economic uncertainty, geopolitical fragmentation, regulatory complexity, and rapid technological advancement have combined to redefine what it means to invest with confidence. In the Asia-Pacific (APAC) region, this is underpinned by a looming transfer of wealth between generations, with some estimates suggesting that around […]

Wealth and Asset Management

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 […]

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