04/24/2026
Marking the next phase of its global growth strategy, the launch comes in response to broad demand from the asset and wealth management industry for international coverage, particularly in the key Swiss market.
04/24/2026
Advances in digital tools are bringing services once limited to the ultra-wealthy to more customers
04/24/2026
This recognition highlights the firm’s sustained performance, client-focused approach, and long-standing contribution to the wealth management sector in Mauritius.
04/23/2026
Savvy Intelligence unifies investments, tax, and planning—powered by the first AI agent built to act on it
04/23/2026
As uncertainty rises, investors keep a close watch on their portfolios
04/23/2026
The Wealth Odyssey campaign breaks down wealth management into three fundamental pillars: preservation, growth, and legacy.
04/23/2026
Minimum entry thresholds are increasingly used by the UK’s private banks to position themselves in the market
04/23/2026
Parliament will now debate this proposal as part of the normal parliamentary process.
04/23/2026
The three speakers shared insights on global market shifts, Hong Kong's role as an international financial centre and bridge, and the new trends and challenges facing the cross-border wealth management industry, setting the stage for the day's f
04/23/2026
In the first quarter of 2026, assets under management remained stable at CHF 240.1 billion (CHF -0.6 billion) compared to year end 2025.
04/23/2026
Alternative AUM increased to $106.9bn from $103.9bn, helped by $3.0bn of investment performance, despite net outflows of $1.0bn.
04/23/2026
The UniActive Q range combines systematic forecasting models, machine learning, and economic logic to not only track the market but also aim for a long-term return in excess of the benchmark.
04/23/2026
The MPS, managed by Simon Doherty and Antony Webb, primarily added to exposures in the semiconductor industry, rather than across all US technology.
04/23/2026
The business has historically focused on private banking and is increasingly oriented towards asset management for institutional clients and international distribution.
04/23/2026
Strong fluctuations are therefore the norm, and conclusions about the annual result are only possible to a limited extent.
04/23/2026
BNP Paribas Asset Management Alts has also announced an agreement to buy a 5.9% holding in Committed Advisors from Wendel.
04/23/2026
On an adjusted basis, EPS and operating income grew 21% and 24%, respectively, with the adjusted operating margin increasing to 32%.
04/23/2026
New integrated front-office solution enables firms centralize risk, internalize client flow, optimize liquidity, and improve capital efficiency
04/23/2026
In this scenario, for wealth and asset management operators, innovation alone is not enough.
04/22/2026
This has important implications for private banks and wealth platforms.