Wealth and Asset Management

15321 articles found

Wealth and Asset Management

Bergos : Successful First Half Of 2026

Zurich -based Private Bank Bergos looks back on a very successful first half of 2026.   Overall, business performance was highly encouraging and underscores the strength of the business model as well as the successful implementation of the bank’s strategic direction.    Despite a challenging market environment, Bergos further strengthened its market position and generated […]
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Wealth and Asset Management

Highly optimistic on wealth management outlook amid stable, diverse HK market: FSDC

An anticipated influx of compliant mainland capital and surging listing interest from emerging markets will drive strong confidence in Hong Kong's financial outlook, the Financial Services Development Council (FSDC) said today.   Beijing's efforts to curb illicit capital outflows will effectively channel investments into Hong Kong through legitimate avenues, Amy Lo,  board member of FSDC […]
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Wealth and Asset Management

Affiliated Advisors Named a Finalist in Wealth Management's 2026 Wealthies Awards for Independent Integrated Growth Platforms

Affiliated Advisors has announced that it has been named a Finalist in Wealth Management's 2026 Wealthies Industry Awards program in the category of Independent Integrated Growth Platforms.    The recognition centers on Equity Uplift, the firm's initiative designed to help advisors intentionally build the long-term enterprise value of their practices.    This marks the third […]
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Wealth and Asset Management

JTC and Asset Class Launch JTC ONE In the U.S. for Private Markets Firms

JTC ONE brings together institutional fund administration and modern investor technology in one connected solution for U.S. private markets managers and their investors.   JTC and Asset Class have introduced JTC ONE in the U.S., a new end-to-end solution for private markets firms that combines institutional-grade fund administration with a purpose-built digital investor experience.   […]
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Wealth and Asset Management

Quilter raises forecast for Monthly Income Portfolios for sixth consecutive year

Quilter has raised the forecasted annual income range for its Monthly Income Portfolios for the sixth consecutive year, reflecting the continued resilience of portfolio income and a positive outlook for dividend growth over the year ahead.   Managed by Helen Bradshaw and CJ Cowan, for the 2026/27 financial year, the Quilter Investors Monthly Income Portfolio […]
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Wealth and Asset Management

MIGA, Deutsche Bank Partner to Increase Trade Finance in Frontier and Emerging Markets with EUR 1 Billion Guarantee Platform

The Multilateral Investment Guarantee Agency (MIGA), home of the World Bank Group Guarantee Platform, has partnered with Deutsche Bank AG to create a EUR 1 billion platform to increase access to trade finance in frontier and emerging markets.   The platform represents a significant milestone for MIGA as its first standalone, programmatic trade finance portfolio […]
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Wealth and Asset Management

CTBC launches wealth branch in Kaohsiung zone

CTBC Bank Co  yesterday inaugurated its Asia New Bay Area branch in Kaohsiung, positioning the facility as a strategic hub to support Taiwan’s emerging asset management center and expand its wealth management services for high-net-worth clients. It is the bank’s 159th outlet nationwide and its 17th in Kaohsiung.   CTBC Bank chairman James Chen (陳佳文) […]
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Wealth and Asset Management

Caprock announces acquisition of Venturi Private Wealth

Caprock has announced the acquisition of Venturi Private Wealth, an Austin-based independent wealth management firm with approximately $4 billion in assets under management.   Founded in 2015, Venturi has built a strong reputation in Austin and Oklahoma City, serving entrepreneurs, executives and multigenerational families through a fiduciary, planning-oriented approach to wealth management. In recent years, […]
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