Wealth and Asset Management

15459 articles found

Wealth and Asset Management

Mercer Advisors Unveils Second Generation of Aspen, its AI-Enabled Platform for Fiduciary Family Offices

Mercer Advisors, Inc. has unveils the second generation of Aspen, its proprietary, artificial intelligence (AI)-enabled ecosystem that powers its full-spectrum family office offering.    Developed over the past three years by the technology team at Mercer Advisors, the firm has now rolled out its second AI-enhanced version of the platform.    Aspen 2.0 is now […]
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Wealth and Asset Management

Reigniting Hong Kong’s Wealth Leadership:

1. Hong Kong Has Reclaimed Its Position as Asia’s Premier Wealth Gateway: Hong Kong’s position as the world’s leading cross-border wealth hub is driving significant growth opportunities. However, increasing regulatory and operational complexity means success will depend on delivering seamless, compliant cross-border client experiences.   2. Client Expectations Are Evolving Beyond Products to Advice, Experience, […]
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Wealth and Asset Management

Wealth.com Named Exclusive Technology Founding Partner of FMG Suite’s Institutional Intelligence Program

Wealth.com has announced a strategic partnership with FMG Suite, the leading marketing technology platform for wealth management and insurance organizations, through which it will serve as the Exclusive Technology Founding Partner of FMG’s Institutional Intelligence program.    Through the collaboration, more than 80,000 advisors, insurance professionals and the enterprises that support them using FMG will […]
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Wealth and Asset Management

UBS's second-quarter 2026 results

UBS reports 2Q26 net profit of USD 2.8bn and USD 5.8bn for 1H26 with robust momentum across businesses; Group invested assets at USD 7.3trn   2Q26 PBT of USD 3.6bn and underlying1 PBT of USD 3.9bn, net profit of USD 2.8bn, RoCET1 of 15.4% and underlying1 RoCET1 of 16.4%. Core businesses2 delivered 47% increase in […]
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Wealth and Asset Management

Basel independent asset manager rebrands

An independent asset manager has taken on a new name.   Aquila Associates Investments is now called Aran Wealth, according to a filing published in the Swiss Official Gazette of Commerce on 17 July.   The filing also listed a new purpose, with the company qualifying as an asset manager under the Financial Institutions Act. […]
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Wealth and Asset Management

CaixaBank posts a profit of €3.2 billion in the first half of 2026, up 8.5%, driven by strong commercial activity

Gonzalo Gortázar, CaixaBank’s CEO highlights that "we closed the first half of the year with strong growth in commercial activity. We achieved a profit of €3.2 billion and maintained our ROTE at 18%, demonstrating that we continue to deliver very successfully on our Strategic Plan.” Positive business performance, improvements in market share and client acquisition. […]
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Wealth and Asset Management

Making Hong Kong a better global wealth management hub – Further improvements to Hong Kong’s Unified Funds and Carried Interest Tax Exemption Regimes

Hong Kong has recently overtaken Switzerland as the world's largest cross-border wealth management centre.    As part of its continuing efforts to strengthen its position as a leading international asset and wealth management centre, Hong Kong has introduced the Inland Revenue (Amendment) (Preferential Tax Regimes for Funds, Family-owned Investment Holding Vehicles and Carried Interest) Bill […]
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