Wealth and Asset Management Archives - Page 72 of 1490

Fintech Giant Plans Expansion Leveraging Swiss Expertise

May 21, 2026

Europe’s leading financial technology provider Infront aims to further expand its presence by using its Swiss subsidiary Assetmax to specifically target larger asset managers and private banks. In doing so, the company is relying on regulatory expertise, technological integration — and the increasingly complex Swiss market. The Swiss wealth management market remains one of […]

Wealth and Asset Management

Cazenove Capital and Blue Earth announce three‑year strategic partnership

May 21, 2026

Cazenove Capital has announced a new three‑year strategic partnership with Blue Earth, following its successful collaboration with the organisation since 2023. Blue Earth brings together founders, change-makers, investors, and like-minded individuals with a shared set of values, aiming to improve the world collectively. Through its Summit, Forum and year‑round platform, it aims to connect […]

Wealth and Asset Management

Investec eyes City hiring spree in major move into UK private banking

May 21, 2026

Investec, the FTSE 250 financier, has unveiled plans to boost its UK private bank in a major strategic move that will include hiring new talent in the City. The expansion will boost its banking presence in London, as it seeks out wealthy clients for what will become a ‘full service primary bank”. It has […]

Wealth and Asset Management

UBS loses Middle East wealth bankers it hired two years ago

May 20, 2026

UBS Group AG has lost several senior wealth management bankers in the Middle East less than two years after hiring them, indicating the intense level of competition for talent in the region. The departures include several bankers that UBS recruited from HSBC Holdings Plc in 2024, such as Rana Al Emam and Ali Khunji, […]

Wealth and Asset Management

4M26: Record net profit in excess of CHF 130 million; annualised NNA growth rate¹ of 6% – EFG International

May 20, 2026

Record net profit in excess of CHF 130 million in the first four months of 2026 (4M25: around CHF 130 million); Annualised return on tangible equity1 exceeded 23% for the period Net new assets totalled CHF 3.7 billion, corresponding to an annualised growth rate of 6.0%, at the upper end of EFG’s target range of […]

Wealth and Asset Management

Fenchurch, Ardea score roles as private equity-backed wealth firm AFH explores sale

May 20, 2026

Investment banks Fenchurch Advisory Partners and Ardea Partners are advising private-equity backed wealth manager AFH on a potential sale, according to people familiar with the firm. US private equity house Flexpoint Ford acquired AFH in 2021 for £232m. AFH had purchased more than 20 firms between 2018 and 2019 alone. It has now amassed […]

Wealth and Asset Management

BLKB headquarters is being renovated with a focus on the future.

May 20, 2026

After approximately 50 years of operation, the BLKB headquarters in Liestal has reached the end of its service life and is undergoing extensive renovation. With this project, the bank is preparing the location for the future and expanding its public areas. The redesign of the Floragarten park will also create an improved connection between […]

Wealth and Asset Management

The agentic AI productivity wave is heading for wealth management

May 20, 2026

Wealth management firms are caught in a workload bind: Clients want advice that’s always on and frictionless, while advisers are busy managing larger, more complex books. Advisers spend nearly 70% of their time on behind-the-scenes work, leaving just 30% for where they add the most value—building client relationships. Artificial intelligence, especially agentic execution, has […]

Wealth and Asset Management

Wealth management: Getquin raises €12m

May 20, 2026

The Berlin-based fintech company Getquin, co-founded by Raphael Steil from Luxembourg, has announced a €12m funding round led by State Street Investment Management and Portage, with participation from both new and existing investors. Founded in Berlin, Getquin is developing a digital platform that enables retail investors to track, analyse and understand their entire portfolio […]

Wealth and Asset Management

Channel Islands winners revealed at Citywealth Magic Circle Awards 2026

May 20, 2026

Recognised for their excellence in the private wealth sector, the Channel Islands were again recipient of a number of awards at the Citywealth Magic Circle Awards that took place in London on 13th May. The awards, now in their twentieth year, and regarded as the Oscars of the finance world, recognise the best wealth […]

Wealth and Asset Management

Gold’s slowdown doesn’t make for a meltdown

May 20, 2026

key takeaways. Gold’s recent price consolidation does not, in our view, undermine the medium-term case for higher prices Structural support remains intact, with resilient central bank and private investor demand, reflecting broad fiscal uncertainty and currency concerns The key risks to watch would be a shift to more restrictive central bank policies that pushes real […]

Wealth and Asset Management

Impax Asset Management Group plc Interim results to 31 March 2026

May 20, 2026

Impax Asset Management Group plc has announced interim results for the six months to 31 March 2026 (the “Period”). H1 Business Highlights • Fundamentals supporting our investment thesis continue to strengthen • Stronger investment performance – 70% of AUM outperforming benchmarks in calendar 2026 (as at 30 April 2026) • Previous underperformance in […]

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