Wealth and Asset Management

15046 articles found

Wealth and Asset Management

Corient Completes Acquisitions of Stonehage Fleming and Stanhope Capital Group

Corient has announced the successful completion of its previously announced acquisitions of Stonehage Fleming and Stanhope Capital Group, marking a significant milestone in its continued global expansion.   “This is an exciting moment for Corient and the clients we serve around the world,” said Kurt MacAlpine, Founding Partner and Chief Executive Officer of Corient. “We […]
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Wealth and Asset Management

ECB puts the brakes on Revolut's product offensive

The European Central Bank (ECB) has apparently temporarily limited Revolut's rapid growth. According to a media report, the neobank was only allowed to launch new financial products to a limited extent until its internal control mechanisms were improved.   According to information from sources close to the European supervisory authority, the neobank had to revise […]
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Wealth and Asset Management

Julius Baer successfully places EUR 500 million senior unsecured notes

Julius Baer Group Ltd. successfully placed EUR 500 million 5-year senior unsecured notes through ELM B.V., a repackaging issuance entity incorporated in the Netherlands.    This EUR senior unsecured issuance allows Julius Baer to further diversify its funding strategy in international debt markets. The transaction was targeted at European institutional investors and the proceeds will […]
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Wealth and Asset Management

HSBC Private Bank opens UHNW access to innovation economy

HSBC Private Bank has launched a new platform designed to give ultra-high-net-worth (UHNW) and family-office clients access to institutional-grade solutions, exclusive investment opportunities, and specialist insights.   Called HSBC Access, the service allows eligible clients to invest in selected technology and start-up companies served by HSBC Innovation Banking. This is the first time HSBC Private […]
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Wealth and Asset Management

Edmond de Rothschild Asset Management strengthens quantitative management team and launches the first three funds in its Quartz range

—    The three new funds are Core US, Core EMU and Defensive Global Equities strategies —    They are the first products in a range named Quartz, which will initially comprise seven funds by the end of 2026 —    The quantitative management team is being strengthened by the arrival of Yu Sun and […]
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Wealth and Asset Management

NSN Cycling Team and CBH Compagnie Bancaire Helvétique announce three-year partnership

The NSN Cycling Team and CBH Bank have entered a three-year partnership focused on high performance, long-term development, and shared Swiss values of precision and excellence.   The collaboration brings together two organizations committed to sustained progress, continuous improvement, and performance in demanding, competitive environments – both in elite cycling and financial services.   Through […]
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Wealth and Asset Management

Ascentix Partners Launches Strategic Framework Series with Inaugural Publication on Succession Planning for Independent Wealth Management Industry

Ascentix Partners has launched its new thought leadership series, Strategic Framework, with its inaugural issue on succession planning in wealth management. Going forward, each issue of the series will deliver an analytical framework for decision-making on a top of mind industry topic that can be seamlessly adapted by wealth management leadership teams.   Titled Founders […]
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Wealth and Asset Management

CBC Wealth named best private bank for NextGen clients at Euromoney Private Banking Awards 2026

Rizal Commercial Banking Corp. (RCBC) has solidified its leadership in the shifting landscape of Philippine wealth, earning the prestigious title of Best Private Bank for Next Generation Clients at the Euromoney Private Banking Awards 2026.   The recognition affirms RCBC Wealth’s strategic focus on engaging the next generation of Filipino wealth holders, an increasingly influential […]
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Wealth and Asset Management

HSBC Private Bank Launches new offering for wealthy clients

HSBC Private Bank has launched a new offering aimed at giving ultra-high-net-worth (UHNW) individuals and family offices greater access to private market investments and the global innovation economy.   The new proposition, called «HSBC Access», will provide eligible clients with opportunities to invest in selected technology and start-up companies served by HSBC Innovation Banking, marking […]
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Wealth and Asset Management

Mattioli Woods and Kingswood Group unify under one brand, enhancing integrated client experience

Mattioli Woods has announced the integration of Kingswood Group under a unified Mattioli Woods brand, marking the next stage in Mattioli Woods’ strategic evolution, following the formal merger of both companies in October 2025.   With £25 billion in assets under management, administration and advice, the combined group serves more than 30,000 clients and employs […]
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