Wealth and Asset Management

15120 articles found

Wealth and Asset Management

34 UBS advisor teams in Southern California and Hawaii named to Forbes Best-in-State Wealth Management Teams list

UBS Wealth Management US has announced that 34 financial advisor teams with offices in the Southern California and Hawaii areas of the firm’s Pacific Desert Market have been named to the Forbes Best-In-State Wealth Management Teams list for 2026.   The Pacific Desert market is led by UBS Wealth Management Market Executive Justine Frame who […]
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Wealth and Asset Management

CREDIT AGRICOLE SA: LCL and Crédit Agricole Assurances finalise the acquisition of Milleis Group and strengthen their wealth management strategy

LCL and Crédit Agricole Assurances have finalised the joint acquisition of Milleis Group from the investment fund AnaCap, thus marking the success of the project announced on July 24th 2025.    LCL's acquisition of the entire Milleis Group, comprising Milleis Banque and its subsidiaries Milleis Vie, Cholet Dupont Oudart and Cholet Dupont Asset Management, was […]
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Wealth and Asset Management

Barclays supports investors with launch of new wealth offering, with more personalised services for Premier customers

New Planning and Advice service for Barclays Premier customers aims to close ‘advice gap’ Service launched alongside other exclusive Premier benefits, including new savings products and a Premier offset mortgage Launch comes as Barclays research reveals a growing advice gap, as one in five Brits who have built up excess savings say they have no […]
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Wealth and Asset Management

Family offices must play the patience game

In an era defined by instant transactions, rapid exits, quarterly expectations and externally defined timelines, family offices remain investors guided by patience, purpose and perspective.   Once viewed as conservative custodians of wealth anchored in local markets and legacy industries, forward thinking family offices are now shifting the paradigm by investing globally, doubling down on […]
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Wealth and Asset Management

SEI and Carlyle Enhance Partnership to Expand Private Market Access Across Wealth and Retirement Channels

SEI and Carlyle have announced an enhanced partnership, designed to expand access to institutional-quality private market capabilities across wealth and retirement channels, including through the development of new collaborative solutions.    As demand for private markets continues to grow, investors and their advisors are seeking more streamlined and efficient ways to access a broader range […]
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Wealth and Asset Management

Jupiter Asset Management and the “Golden Era” for Active Management

In troubled waters, fishermen profit. Financial markets are currently experiencing volatile times and, as a result, the power of active management is becoming increasingly relevant. That is the current environment, according to Matthew Beesley, CEO of Jupiter Asset Management, the England-based firm known for its focus on active management and high-conviction strategies. “I think we […]
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Wealth and Asset Management

Former Julius Baer India CEO Ashish Gumashta builds new wealth firm with star fund manager Roshi Jain

Julius Baer is witnessing several senior-level exits, with some executives joining a new wealth management and business advisory firm set up by former India CEO Ashish Gumashta and fund manager Roshi Jain.   Gumashta, who stepped down from Julius Baer in August 2023, has co-founded Veriqus Partners, which is expected to offer wealth management and […]
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Wealth and Asset Management

The Thirteenth Family Wealth Report Awards 2026

Winners   FAMILY OFFICE CATEGORIES Multi-Family Office (New Entrant) Beatrice Advisors Multi-Family Office (Up to and Including $2.5 Billion AuM/AuA) Eton Advisors Group, LLC Multi-Family Office ($2.5 Billion to $5 Billion Aum/AuA) Northwood Family Office Multi-Family Office ($5 Billion to $15 Billion AuM/AuA) Gresham Partners  Multi-Family Office ($15 Billion to $30 Billion AuM/AuA) WE Family […]
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Wealth and Asset Management

Hedge Fund Billionaire Ken Griffin Warns Wealthy Investors May Not Grasp Private Credit Risks— 'The Real Issue Here Is…'

Hedge fund billionaire Ken Griffin has questioned whether wealthy individuals truly understand the risks of investing in private credit, warning they may struggle to access their money in a downturn.   Griffin, founder of $67 billion hedge fund Citadel and trading firm Citadel Securities, made the comments in an interview with the Financial Times, as […]
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Wealth and Asset Management

Wealth management firm, controlling £89m of assets, appoints administrators

A Manchester wealth management firm with £89m of assets under administration has appointed administrators.   LCM Family Ltd, based in 60 Spring Gardens, said its recent financial performance has been compounded by the sudden departure of key personnel and unaffordable professional indemnity insurance.   LCM, previously known as LCM Wealth Management Limited, is authorised by […]
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