Wealth and Asset Management

15400 articles found

Wealth and Asset Management

Envestnet Rebuilds Advisor Trading Platform as Wealth Managers Demand Institutional-Grade Workflows

Envestnet has launched Wealth Trading, a redesigned portfolio trading platform that unifies portfolio management, trade creation, order review, execution and post-trade oversight within a single workflow.    While presented as a user interface upgrade, the launch reflects a broader shift taking place across the wealth management industry as registered investment advisers, broker-dealers and enterprise wealth […]
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Wealth and Asset Management

Wealth Professional reveals its 5-Star Advisory Teams for 2026

Wealth Professional has named 35 wealth management firms and teams as its 5-Star Advisory Teams for 2026, the fifth edition of the annual recognition, selected through a national investor nomination process.    The award recognizes multi-advisor teams that move beyond investment selection to deliver holistic, proactive service across every market condition.     According to Lindsey […]
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Wealth and Asset Management

Expanded recognition in 2026 Chambers High Net Worth guide for our global Private Client & Trusts team

Our global Private Client & Trusts group has again been recognised in the Chambers High Net Worth guide 2026, reinforcing the trusted relationships we have built advising clients on some of their most complex and significant private wealth matters.   We have achieved top-tier practice and individual rankings across the British Virgin Islands (BVI), Bermuda, […]
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Wealth and Asset Management

Leonteq returns to profitability in H1 2026

Return to profitability in H1 2026, in line with guidance Total operating income of CHF 111.6 million driven by 10% yoy increase in net fee income and positive contributions from hedging activities Total operating expenses down 10% yoy to CHF 99.2 million reflecting the benefits of the cost programme initiated a year ago Group net […]
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Wealth and Asset Management

Vontobel achieves record half-year profit

Half-year profit up 87 percent to CHF 216 million Revenues up 24 percent to CHF 852 million Cost-income ratio substantially improved to 67.9 percent from 77.9 percent Assets under management up 5 percent to CHF 252.2 billion Net new money up to CHF 2.5 billion1 from CHF 2.0 billion CET1 ratio up to 23.2 percent […]
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Wealth and Asset Management

Chambers High-Net-Worth guide recognizes Withers as a leading firm globally in 2026

Chambers and Partners High-Net-Worth – a publication designed specifically to help successful individuals find the right law firm for their needs – has, once again, recognized our expertise in this area in their 2026 guide, identifying Withers as a leading firm across multiple practice areas and jurisdictions worldwide for the following practice areas:   Private […]
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Wealth and Asset Management

Swiss Private Bank Makes First Investment Into Mbanq’s Newly Launched Note Listed on Düsseldorf Stock Exchange

Mbanq has announced that its newly established institutional funding program has received its inaugural investment from a leading Swiss private bank.   The investment marks an important milestone in the development of Mbanq's institutional funding capability and supports the continued expansion of the company's lending and Earned Wage Access (EWA) platform.   Earned Wage Access […]
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