Wealth and Asset Management

14950 articles found

Wealth and Asset Management

Investec delivers £922mn across FY2025/26, taking three-year total to £2.48bn

Investec Real Estate continues to support clients across the market   Investec has now syndicated more than £1 billion since establishing its syndication platform helping to support larger overall loan ticket sizes for clients  Investec REALIS continued to grow as Investec’s real estate equity strategy, completing five transactions in FY2025/26 with a combined GDV of £140 […]
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Wealth and Asset Management

Mackenzie Investments Announces Partnership with Waystone to Expand European Presence with Launch of Mackenzie UCITS Fund

Mackenzie Quantitative Emerging Markets Large Cap strategy now available in UCITS format   Mackenzie Investments (“Mackenzie”), in partnership with Waystone has announced that the Mackenzie Quantitative Emerging Markets Large Cap Strategy will now be available to investors in select European markets, as well as the United Kingdom, through the launch of an Undertakings for Collective […]
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Wealth and Asset Management

Cinerius expands into Northern Germany with IAM takeover

Cinerius Financial Partners has acquired a majority stake in the Hamburg-based Honestas Group, its first partner in Northern Germany.   The founders of Honestas, Carolin Tsalkas and Stefan Kirchner (alongside Cinerius’s Gordian Giger and Stephan Columbus), are to remain managing partners and will both take stakes in Cinerius.   Honestas is an independent asset manager […]
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Wealth and Asset Management

Lombard Odier’s 2026 Asia-Pacific high-net-worth individuals study: clear priorities, but limited frameworks

Navigating an environment marked by geopolitical fragmentation, market volatility, regulatory complexity and rapid technological change, Asia‑Pacific (APAC) high‑net‑worth individuals (HNWIs)1 are increasingly focused on building resilience through diversification, liquidity and long‑term planning.    At the same time, many continue to face challenges in translating intentions into action – particularly when it comes to structuring governance, […]
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Wealth and Asset Management

St.Galler Kantonalbank opens branch in Düsseldorf

Düsseldorf will become the third location for St.Galler Kantonalbank Deutschland. The private bank aims to serve wealthy private clients, entrepreneurs, and institutional investors directly on-site in North Rhine-Westphalia.    St.Galler Kantonalbank Deutschland will open a branch in Düsseldorf in the third quarter of 2026. This will be its third location in Germany, following Munich, where […]
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Wealth and Asset Management

Butterfield Announces Agreement to Acquire Control of CIBC Caribbean in $1.8 Billion Transaction

The Bank of N.T. Butterfield & Son Limited has entered into a definitive agreement to acquire CIBC’s 91.7% interest in CIBC Caribbean Bank Limited, a relationship bank with a longstanding history serving communities across the Caribbean, to create a leading banking and wealth management platform in international financial centers and attractive Caribbean markets, with approximately […]
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Wealth and Asset Management

Artificial intelligence enters Credem to improve customer portfolios

The Emilia-based bank introduces new digital systems to improve the quality of its financial advisory services. The platform analyzes data every night and provides automatic recommendations to the company's advisors.   Credem Group has unveiled the evolution of its service model for private and upper-affluent clients, namely high-net-worth savers. The banking institution has decided to […]
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Wealth and Asset Management

Is the wealth management industry scalable?

The wealth management industry is “not scalable” at the present time, claimed Tariq Khan, business developmentdirector UK and MENA at wealth technology firm Objectway. Speaking to thewealthnet at Objectway’s 2026 Customer Conference, Mr Khan highlighted the benefits that will comefrom achieving scalability.   It is widely accepted that wealth managers are well-trusted by their clients […]
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Wealth and Asset Management

Broadridge and Kyndryl Extend Agreement to Bring Leading Edge Resiliency and Enhanced AI Capabilities to Broadridge Infrastructure

Kyndryl and Broadridge Financial Solutions, Inc. have announced an extension of their longstanding relationship strengthening core platforms and integrating AI-enabled operations alongside quantum-safe capabilities.    Under the expanded agreement, Kyndryl Bridge Opens in new tab, Kyndryl’s AI-powered open integration platform, and Kyndryl's Agentic AI Framework Opens in new tabwill be leveraged to support Broadridge’s strategy […]
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