Wealth and Asset Management

Wealth and Asset Management

Swiss parliament committee still without deal on UBS capital rules

August 11, 2026

A Swiss parliamentary committee on Tuesday failed to reach a deal on planned new banking regulations for UBS, amid a push by some lawmakers to temper tougher rules drafted by the government after the demise of Credit Suisse.   The draft bill envisages making the bank carry some $20 billion in additional Common Equity Tier-1 […]

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Wealth and Asset Management

The Intelligent Allocator: The humbling art of stock picking

August 11, 2026

key takeaways. Stock picking is hard because equity market gains are driven by just a tiny handful of firms Fund managers must outperform their fees; successful ones can struggle when their funds grow. The flow of money into passive index-tracking funds also works against stock pickers Active management can thrive when market dispersion widens or […]

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Wealth and Asset Management

How Scotia Wealth Management has rolled out its AI platform

August 11, 2026

Each month at WP, we offer a slate of articles and content pieces that go deep on a particular topic. This month, we're focusing on AI in wealth management.   The banks are adding AI into their processes, and they’ve identified wealth management as a key area where AI can add efficiency and productivity into […]

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Wealth and Asset Management

Standard Chartered taps on gold in new fund partnership with Allianz Global Investors

August 11, 2026

Standard Chartered has announced the launch of its ninth sub-fund under its Variable Capital Company (VCC) platform, with Allianz Global Investors (“AllianzGI”) as the sub-manager. The launch further expands the Bank’s suite of exclusive, custom-curated investment strategies available to eligible clients.   The Signature Select Enhanced Gold Income Fund offers investors a unique combination of […]

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Wealth and Asset Management

Quilter CEO not concerned about FNZ’s ‘financial pressures’

August 11, 2026

Quilter’s CEO Steven Levin has said he is not concerned about the ‘financial pressures’ on FNZ and that he is ‘very comfortable’ with its tech partner.    FNZ, which provides the custody and platform technology for Quilter, has faced a challenging period, with its losses rising by 98% in 2025 to $1.4bn (£1bn), and the […]

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Wealth and Asset Management

Titanbay and Coller Capital partner to expand access to evergreen secondaries

August 11, 2026

London-based fintech and Titanbay and London-based private markets secondaries specialist Coller Capital have formed a strategic partnership to bring Coller evergreen secondaries funds to European wealth managers through Titanbay’s technology.   Private equity secondaries, the buying and selling of existing stakes in private equity funds, provide liquidity in an asset class that is typically illiquid […]

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Wealth and Asset Management

AlTi Global Takes $20M Loss on External Manager

August 11, 2026

AlTi Global, the publicly traded wealth management firm with $96 billion in assets, said it experienced a nearly $20 million investment loss on its stake in Arkkan Capital’s Asian Credit and Special Situations stake, one of AlTi’s external managers.   During the firm’s second quarter 2026 earnings call, Nancy Curtin, interim CEO and global chief […]

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Wealth and Asset Management

Bottom Line: What if clients don’t want to climb the private banking ladder?

August 10, 2026

I had a few interesting conversations last week. They were with different executives, from different institutions, discussing different topics. Yet one theme kept surfacing – the wealth continuum.   It has been one of wealth management’s most accepted ideas. Build a relationship with a client early, support them as their wealth grows, and eventually move […]

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Wealth and Asset Management

International Equity Group Announces Expansion of Its Global Advisory and Wealth Management Services

August 10, 2026

International Equity Group has announced the expansion of its global advisory and client service capabilities, supporting investors seeking diversified access to international financial markets while maintaining a relationship-led approach to wealth management.   Headquartered in Canary Wharf, the firm has broadened its market coverage across Europe, the United States, and Asia, with additional advisory resources […]

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Wealth and Asset Management

Asset managers moving AI from back-office to investment process

August 10, 2026

Asset managers are increasingly turning to artificial intelligence to support their investment process, according to research from Softwire.   AI has been widely used in back-office admin functions for a number of years.   However, it is now making its way meaningfully into investment research, in-house software development and risk modelling.   Softwire gathered insight […]

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Wealth and Asset Management

Investcorp Spent Years Looking for a Wealth Manager. It Picked Berger.

August 10, 2026

Investcorp has spent several years looking for the right way into North American wealth management. The $62 billion alternative asset manager has finally chosen its platform: Berger Financial Group, a Minnesota-based RIA with more than $3 billion in assets under management.   The investment gives Investcorp a majority stake in Berger, while the firm's management […]

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Wealth and Asset Management

Canaccord Genuity Group Inc. report on voting results from Annual General Meeting

August 10, 2026

In accordance with Toronto Stock Exchange requirements, Canaccord Genuity Group Inc.  has announced the voting results from its annual general meeting of common shareholders held on Friday, August 7, 2026.   Full details of these matters are set out in the Management Information Circular issued in connection with this meeting which is available at www.cgf.com/investor-relations. […]

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