Wealth and Asset Management

14980 articles found

Wealth and Asset Management

Foundation for Financial Planning Showcases How Morgan Stanley Wealth Management Mobilized Hundreds of Advisors for Pro Bono Service

Foundation for Financial Planning has announced the release of a new Pro Bono in Practice firm case study featuring Morgan Stanley Wealth Management-the first in the series to spotlight how the largest wealth manager in the world is engaging its advisors in pro bono service at scale.   The case study provides a behind-the-scenes look […]
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Wealth and Asset Management

Global millionaire population jumps by nearly 2 million in 2025, driven by strong stock market performance worldwide

U.S. adds 736,000 new millionaires — more than any other market — to reach 8.7 million Ultra-high-net-worth individual population expands 9.4%, the fastest-growing wealth segment for second consecutive year Most HNWIs (88%) work with multiple wealth management firms specifically to access better alternative investment opportunities Three-in-four advisors want AI to automate routine work so they […]
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Wealth and Asset Management

Finalists Announced for the 2026 Wealth Management Industry Awards

The finalists for the 2026 Wealth Management Industry Awards were announced today, recognizing the firms, executives and organizations driving innovation and excellence across the wealth management industry.   Now in its 12th year, the Wealth Management Industry Awards — widely known as the "Wealthies" — spotlights the companies and leaders shaping the future of financial […]
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Wealth and Asset Management

UBS AM: Managing the ‘disconnect between the macro and micro’

A key theme in global capital markets has been the disparity between macroeconomic challenges and sector-specific growth, notably in AI. Despite persistent macro risks, such as the US-Iran war, threats to oil supplies, inflation, rising government fiscal deficits, and rate volatility, some sectors continue to outperform.   “This disconnect highlights the need for diversification and […]
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Wealth and Asset Management

Partners Group expects solid net AuM growth for 2026 despite recent uncertainty around evergreen redemptions

Partners Group provides an update and transparency on expected assets under management ("AuM") growth in light of recent uncertainty around evergreen redemptions and the move in its share price on 3 June 2026.   As reported in Partners Group's interim business update in April 2026, the firm has continued to see strong fundraising momentum in […]
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Wealth and Asset Management

Private banking in Spain: raising the bar in a changing wealth landscape

key takeaways. Uncertainty is reshaping the standards of private banking. Rather than threatening growth, today’s volatile environment is reinforcing the value of experience, proximity and advice-led relationships Spain remains a strategic market for Lombard Odier’s independent model. As clients become more sophisticated and international in their outlook, demand is growing for bespoke wealth management built […]
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Wealth and Asset Management

Wealthspire’s Ground Control Business Management Acquires Arena Wealth

Wealthspire has announced that Ground Control Business Management (“Ground Control”), a division of Wealthspire, has acquired Arena Wealth, a business management firm serving professional golfers in the United Kingdom.   The transaction marks Ground Control’s second acquisition in the UK, following the acquisition of Clay GBP in October 2024, and adds an established team with […]
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Wealth and Asset Management

Fortune names Citi CEO Jane Fraser the most powerful woman in business for 2026

The recognition reflects Citi’s significant progress under Fraser’s leadership since she became CEO in 2021.    Fortune highlighted the transformation of the firm, noting the strong increase in Citi’s market value during her tenure, as well as the substantial progress made in simplifying the organisation, strengthening governance, improving profitability, and positioning the bank for long-term […]
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Wealth and Asset Management

Northern Trust Asset Management Announces Adaptive Equity Funds

Northern Trust Asset Management has announced two actively managed UCITS funds which apply the NT Adaptive Equity strategy to World and Emerging Markets universes.   The NT Adaptive Equity strategy is designed to help investors navigate increasingly complex and fast‑changing markets. By combining deep fundamental insights with advanced data science, alternative data and adaptive portfolio […]
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