Wealth and Asset Management

15347 articles found

Wealth and Asset Management

Schroders UK Financial Adviser Pulse Survey 2026

UK advisers are responding to heightened market uncertainty by increasing active allocations, the latest Schroders UK Financial Adviser Pulse Survey today reveals.   The survey of 212 advisers found that nearly a quarter (23%) have already increased active allocations in response to market volatility – almost three times the proportion (9%) moving further towards passive […]
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Wealth and Asset Management

Wealth management in transition: What role do banks play?

On June 8, 2026, the «Finance Circle» invites you to a discussion about the strategic importance of independent asset managers for Zurich's financial center. Alain Gallati (Pictet) and Michel Yigit (LGT) will provide an overview of the current situation beforehand.   Measured by assets under management, the approximately 1,300 independent asset managers (IAMs) in Switzerland […]
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Wealth and Asset Management

Iress secures four-year Succession Wealth contract renewal

Iress has secured a four-year contract extension with Succession Wealth, renewing a technology partnership that has spanned almost a decade.   Under the renewed agreement, Succession Wealth will continue using Iress’ suite of adviser technology solutions, including Xplan, CommPay, Xplan Mortgage and Iress Pro.   The deal ensures Iress technology remains central to Succession’s wealth […]
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Wealth and Asset Management

Pavilions to portfolios: lessons for bond investors

In my June letter, I cover:   Why government debt’s role in an investment portfolio varies over time Government bonds’ historical effectiveness as portfolio protectors (during equity downturns) has depended more on inflation conditions than on the quantum of government debt.   The impact of high inflation environments on government bond returns When inflation is […]
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Wealth and Asset Management

DBS to launch 18 new wealth centres across the region by 2027 as affluent clients seek closer relationships

Amid surging demand for wealth management services across Asia, DBS today announced that it will open 18 new wealth centres across the region by end-2027. In addition, it will upgrade 36 existing wealth centres over the next 18 months. The combination of new and upgraded wealth centres will open across Singapore, Hong Kong, mainland China, […]
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Wealth and Asset Management

GBST supports Novia Global’s move to SaaS with Composer platform upgrade

International wealth platform Novia Global has successfully completed an upgrade to the latest version of GBST’s Composer wealth administration platform, delivered as a Software-as-a-Service (SaaS) solution. The upgrade marks the next step in GBST’s long-term relationship with Novia Global, having powered the international wealth management platform since its launch in 2015.   The move to […]
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Wealth and Asset Management

Schroder AsiaPacific Fund plc- Half-Year Results

Schroder AsiaPacific Fund plc announced its Half-Year Results. The Trust aims to achieve long-term capital growth by investing in a diversified portfolio of around 60 of the best quality but undervalued companies across Asia.    Key results highlights include:  Asian equity markets delivered positive returns in sterling terms over the six months to 31 March […]
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Wealth and Asset Management

Cayman Islands cross-border wealth hits US$500 billion in 2025

The Cayman Islands remained one of the world’s leading international wealth centres in 2025 as cross-border wealth continued to expand globally.   Boston Consulting Group’s (BCG) Global Wealth Report 2026 ranked Cayman ninth globally, with about US$500 billion in cross-border wealth booked in the jurisdiction during the year.   The consultancy projected Cayman’s cross-border wealth […]
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Wealth and Asset Management

Market Insight by Adi Pane – CARF, the CRS equivalent for crypto

For over a decade, part of crypto’s appeal, particularly for cross-border capital, rested on structural opacity. Decentralisation, self-custody and the absence of a CRS-equivalent framework allowed digital assets to operate outside the reporting architecture applied to traditional finance. That environment is now changing rapidly.   The OECD’s Crypto-Asset Reporting Framework (CARF) represents the first globally […]
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