Wealth and Asset Management Archives - Page 102 of 1492

Swiss court drops UBS from Mozambique tuna-bond money-laundering case

April 13, 2026

A Swiss court has removed UBS Group from a money-laundering case tied to the Mozambique tuna-bond scandal, a matter the bank inherited through its 2023 takeover of Credit Suisse. Switzerland’s Federal Criminal Court said UBS could not be held responsible for alleged misconduct connected to events that took place long before the emergency takeover […]

Wealth and Asset Management

The great sector shake-up

April 13, 2026

Sector leadership has shifted repeatedly in 2026, driven by sentiment around technology valuations and geopolitical uncertainty instead of changes in company performance. Despite these rotations, earnings forecasts for major technology firms remain robust, highlighting why solid fundamentals, not short‑term sentiment, could be the more reliable guide for long‑term investing. With the economy still expanding, our […]

Wealth and Asset Management

Citi Wealth Deploys AI-Powered Technology to Enhance Client Experience

April 13, 2026

Citi Wealth today unveiled several new technology capabilities aimed at empowering advisors to deliver a more proactive, data-driven and personalized client experience. The new tools move Citi Wealth closer to its goal of building a unified, AI-driven layer of intelligence to support a client’s entire financial lifecycle. The launch includes Portfolio Intelligence – […]

Wealth and Asset Management

Citi Wealth Deploys AI-Powered Technology to Enhance Client Experience

April 10, 2026

Citi Wealth has unveiled several new technology capabilities aimed at empowering advisors to deliver a more proactive, data-driven and personalized client experience. The new tools move Citi Wealth closer to its goal of building a unified, AI-driven layer of intelligence to support a client’s entire financial lifecycle. The launch includes Portfolio Intelligence – a […]

Wealth and Asset Management

To Tax the Ultra-Rich, We Need to Go After Their Wealth—Not Just Income

April 10, 2026

Last year’s Republican tax bill, the self-styled Big Beautiful Bill, continued a decades‑long trend in which the top 1% have seen their tax burdens decline steadily from the high levels of the mid-20th century. Since tax-cutting became the raison d’être of the Republican Party in the 1980s, the tax rate paid by the richest […]

Wealth and Asset Management

Private banking for a new generation: How millennials approach wealth in the UK

April 10, 2026

Wealth management is on the cusp of a major demographic shift. Over the next two decades, an estimated $80 trillion will be transferred from baby boomers to younger generations in North America alone, a trend mirrored in the UK, research from Cerulli Associates indicates. For these digital-native inheritors and self-made entrepreneurs, wealth management is being redefined. This […]

Wealth and Asset Management

Nour Private Wealth (NPW) Explores Why Wealthy Families Are Shifting Away From Public Markets

April 10, 2026

One lesson that becomes clear over time when advising affluent families is that wealth management is never static. It evolves alongside markets, institutions, and the priorities of each generation responsible for stewarding capital. For many years, wealth management for ultra-high-net-worth (UHNW) families was primarily centred on diversified portfolios of public equities and fixed income. […]

Wealth and Asset Management

34 Wealth Enhancement Advisors Recognized on the 2026 Forbes Best-In-State Wealth Advisors Ranking

April 10, 2026

Wealth Enhancement has announced that 34 of its financial advisors have been named to the 2026 Forbes ranking of Best-In-State Wealth Advisors. Joel Callagan, #101 in California – Los Angeles (High Net Worth) Debbie Pursey, #89 in California – Northern CA (High Net Worth) Dan Gensler, #38 in California – Southern CA (High Net Worth) […]

Wealth and Asset Management

Annual General Meeting of Julius Baer Group Ltd.

April 10, 2026

At today’s Annual General Meeting of Julius Baer Group Ltd. the shareholders passed all agenda items and proposals submitted by the Board of Directors. In detail, the Annual General Meeting 2026 of Julius Baer Group Ltd. passed the following resolutions: The Financial Statements and Consolidated Financial Statements for the year 2025 as well as […]

Wealth and Asset Management

The data problem holding back wealth management

April 10, 2026

Artificial intelligence is fast becoming wealth management’s preferred language of modernisation, yet much of the industry is sidestepping the deeper structural weakness that will determine its real impact. For private banks, wealth managers and family offices, the main constraint on AI is not a shortage of use cases or spending appetite, but the fragmented, […]

Wealth and Asset Management

Brookfield Wealth Solutions Reports $20 Billion of Capital Backing Insurance Companies

April 10, 2026

Brookfield Wealth Solutions Ltd. has announced its year-end 2025 capital position with nearly $20 billion of group capital across its regulated insurance subsidiaries and holding companies. Brookfield Wealth Solutions’ total capital has grown from $5.7 billion in 2022 to $19.8 billion at year-end 2025 driven by its successful acquisition strategy and retained earnings. […]

Wealth and Asset Management

York City FC and Titan Wealth extend multi-year partnership, with expanded support across the club

April 10, 2026

We can today announce that Principal partner Titan Wealth, the fast-growing, fully integrated wealth management firm, has re-signed a multi-year partnership agreement with the club, further strengthening a successful relationship built over recent seasons. The renewed agreement will see Titan Wealth continue as front-of-shirt sponsor for the men’s first team, alongside significant branding and […]

Cookie Notice