Wealth and Asset Management

14973 articles found

Wealth and Asset Management

BIL Opens a New Chapter in Switzerland

Geopolitical tensions in the Middle East are heightening market uncertainty—while simultaneously reshaping dynamics in international wealth management.    In the finews podcast, Tobias Kamber, COO and General Counsel of BIL Suisse, explains why Switzerland is gaining attractiveness at this moment—and how the institution is positioning itself strategically in the country.   Amid the conflict surrounding […]
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Wealth and Asset Management

Craigs acquires Polson Higgs Wealth Management

Craigs Investment Partners Limited and Dunedin-based financial planning and wealth management firm Polson Higgs Wealth Management Limited (“phwealth”) have entered into an unconditional agreement for Craigs to acquire phwealth.    Craigs CEO Simon Tong says phwealth brings recognised financial planning capabilities to the Craigs group. “phwealth and Craigs share a commitment to exceptional client experience […]
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Wealth and Asset Management

Barclays CEO says he wishes the bank ‘had nothing to do’ with troubled Tricolor and MFS private-credit deals

Barclays Group Chief Executive C.S. Venkatakrishnan said Thursday if the bank could do it all over again, it would have had “nothing to do” with soured private-credit borrowers Tricolor in the US and Market Financial Solutions in the UK.   Potential losses on loans to the two companies hammer home the lesson that client selection […]
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Wealth and Asset Management

Mesirow Wealth Management Recognized with Multiple 2026 Best-in-State Wealth Advisor awards

Forbes | SHOOK recognizes Jeffrey Condren, CFP®, Brian Lorber, CFP®, Steven N. Mesirow, CFP®, and Jordan B. Scher, AIF® as advisors who are leading the way. Rankings are based on rigorous quantitative and qualitative measures that identify the highest standards of best practices. Recognition comes as Mesirow Wealth Management continues to grow organically, while expanding […]
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Wealth and Asset Management

TBTF: Economic consequences of a complete equity withdrawal of foreign investments

Study commissioned by UBS AG   The Federal Council has conducted a consultation on adjusting the capital requirements for systemically important banks.    The proposed regulation obliges the parent companies of systemically important banks to fully back their holdings in foreign subsidiaries with Common Equity Tier 1 (CET1) capital. In practice, this measure affects only […]
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Wealth and Asset Management

Schroder Japan Trust plc – Half-Year Results

Schroder Japan Trust plc has announced its Half Year Report for the six months ended 31 January 2026 as required by the Financial Conduct Authority's Disclosure Guidance and Transparency Rule 4.2.   Key highlights: The Company achieved a net asset value (''NAV'') increase of 18.9%, surpassing the Benchmark return of 15.3%. On a NAV basis, […]
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Wealth and Asset Management

The New Geography Of Wealth

For many ultra-high net worth (UHNW) families in Asia, daily life stretches across multiple jurisdictions. A family may operate their core business in India, hold assets through a Singapore governance structure, educate their children in the United Kingdom and allocate capital to private markets in the United States and China. Simply put, wealth is rarely […]
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Wealth and Asset Management

Northern Trust Builds Tokenized Asset Custody Capabilities on the Canton Network

Northern Trust has announced it has entered into an agreement with Digital Asset Holdings (Digital Asset) to support the development of custody capabilities for tokenized financial assets.    This integration will advance Northern Trust’s broader digital asset strategy as the firm continues to evolve its asset servicing model in response to changing market structures.   […]
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Wealth and Asset Management

ASA Expands Private Banking Operations Across the US and Latin America, Appoints Senior Leadership

ASA has announced the expansion of its private banking operations across the United States and Latin America, marking a significant step in its international growth strategy.   As part of this expansion, the Brazil headquartered ASA has appointed Antonio Gonzales as Head of Private Banking for Latin America and Moshe Majeski as Head of Private […]
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Wealth and Asset Management

Multi‑Factor indexing leader STOXX announces strategic collaboration with SEI and Factor Investing pioneer Dr. Andrew Ang

STOXX Ltd., has announced a strategic collaboration with leading factor investing academic and practitioner Dr. Andrew Ang, with the upcoming launch of the iSTOXX® Ang Research Enhanced Index suite.   STOXX’s innovative indexing and portfolio construction capabilities, coupled with its existing industry-leading factor analytics and design strengths, are reinforced by the strategic collaboration. Over the […]
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