Wealth and Asset Management

15393 articles found

Wealth and Asset Management

The rise of the ‘financially single’ couple

Almost half of couples (46%) do not share their financial planning equally and instead act alone Less than two in five (38%) of people in long-term relationships have sought financial advice with their partner Two-thirds (65%) of financial advisers reported that couples are more financially confident when they plan together Quilter has partnered with relationship […]
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Wealth and Asset Management

Deutsche Bank recognised by Euromoney for M&A leadership across APAC

Deutsche Bank has secured four major wins at the 2026 Euromoney Awards for Excellence, with the bank named Best Investment Bank for M&A in China, Indonesia, Malaysia and Singapore.   Widely regarded as one of the banking industry's most prestigious awards programmes, Euromoney's Awards for Excellence recognise institutions delivering outstanding results, innovation and client impact. […]
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Wealth and Asset Management

Netwealth launches new offering to service HNW channel

Platform company, Netwealth, has brought a new targeted wholesale offering to market designed to assist advisers in catering to the specialist and ‘complex’ wealth needs of high net worth (HNW), ultra high net worth (UHNW) and sophisticated investors.   Netwealth Private offers a bespoke dashboard tailored to the ‘sophisticated whole-of-wealth’ needs of wholesale investors, bringing […]
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Wealth and Asset Management

Cape Capital bond sub-fund goes into liquidation

The Cape Select Bond Fund, a bond sub-fund offered by independent Zurich-based wealth manager Cape Capital, has gone into liquidation. The sub-fund had previously utilised UBS as a custodian bank.   In its letter to shareholders, the board acknowledged that ‘sustained outflows over an extended period’ had resulted in the assets under management of the […]
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Wealth and Asset Management

Maltese Segregated Cell Foundations: a flexible structure for succession planning and family wealth governance

As international families become increasingly global and wealth structures become more sophisticated, advisers may need structures that support succession planning, asset segregation and effective family governance.    Maltese Segregated Cell Foundations can provide a practical way to administer different branches of a family or distinct pools of assets within a single legal framework while maintaining […]
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Wealth and Asset Management

SWAN Wealth Management launches cross-border video series for Americans moving to Canada

SWAN Wealth Management has launched the first installment of a new five-part cross-border video series designed to help very-high-net-worth Americans prepare for the financial complexities of moving to Canada.    The series explores tax, investment, wealth management and estate planning topics that affluent Americans should understand before establishing Canadian residency.   The first video in […]
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Wealth and Asset Management

Valais Cantonal Bank: Half-year results 2026

Very good half-year results for Valais Cantonal Bank (WKB) in 2026 Valais Cantonal Bank reports very strong half-year results. Net profit rose by 4.4% to CHF 63.6 million. Total revenue amounted to CHF 147.1 million (+2.6%).    Operating profit reached CHF 72.5 million, an increase of 2.9%. The cost-to-income ratio is a very healthy 46.3%. […]
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Wealth and Asset Management

RBC Wealth Draws $1.6B Dallas-Based Team from Stifel

RBC Wealth Management has lured a six-person team, KPM Wealth Advisory Group, from Stifel, Nicolaus & Company to its Dallas branch. The advisors had previously overseen $1.6 billion in client assets.   The team includes managing directors and financial advisors Donald Kinsey, Travis Moss and Matthew Pickett, along with senior financial associates Shawn Ezzo and […]
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