Wealth and Asset Management Archives - Page 102 of 1527

CaixaBank and Funcas strenghten their partnership in financial education to address new digital and financial challenges

May 22, 2026

The signing of the agreement reflects the commitment of both institutions to providing the public with financial education at a time when habits are changing and there is a growing need to develop new skills in a digital environment CaixaBank Chairman Tomás Muniesa emphasised that "financial literacy is essential to achieving financial inclusion, as well […]

Wealth and Asset Management

Private banks risk missing over USD100 trillion opportunity as women’s wealth soars

May 22, 2026

Women today create, inherit and control a greater proportion of wealth than ever before, according to a new report from HSBC Private Bank. The report found that many financial institutions are still failing to adapt their approach to women’s financial needs, a finding that the head of HSBC Private Bank in the Channel Islands […]

Wealth and Asset Management

Investing in young people: the commitment of the Delen Private Bank Philanthropy Fund

May 22, 2026

At Delen Private Bank, we believe that the choices we make today help shape the society of tomorrow. That is why, through the Delen Private Bank Philanthropy Fund, we support initiatives with a positive and sustainable impact. The Fund – managed by the King Baudouin Foundation – supports projects for young people facing social, […]

Wealth and Asset Management

LPL Financial Welcomes Cebert Wealth Advisors

May 21, 2026

LPL Financial LLC has announced that the financial advisors of Cebert Wealth Advisors have joined LPL Financial’s broker-dealer and Registered Investment Advisor (RIA) platform. The team reported serving approximately $1 billion in advisory, brokerage and retirement plan assets* and joins LPL from Ameriprise. Based in Central Florida, Cebert Wealth Advisors focuses on serving […]

Wealth and Asset Management

UBS Advisor Michael R. Doren Named to Forbes Best-in-State Wealth Advisors List

May 21, 2026

UBS Global Wealth Management US has announced that Michael R. Doren, a Financial Advisor in the firm’s Florham Park, New Jersey office has been named to the Forbes Best-in-State Wealth Advisors list for 2026. "We are extremely proud to see Michael recognized on this prestigious list," said Joseph Lombardo, Market Director at UBS. "Michael […]

Wealth and Asset Management

Italy's Intesa among bidders for Spanish private bank Singular, sources say

May 21, 2026

Italy's Intesa Sanpaolo is among suitors for Singular Bank as U.S. fund Warburg Pincus seeks to sell its 93% stake in the Madrid-based private lender, three people close to the matter said. The Financial Times reported earlier on Wednesday that the U.S. fund was seeking €300 million ($349 million) for the stake, adding Intesa's […]

Wealth and Asset Management

Fideuram Direct in Belgium and Luxembourg: international growth continues

May 21, 2026

Fideuram Intesa Sanpaolo Private Banking has launched its digital platform, Fideuram Direct, in Belgium and Luxembourg, further expanding the Group’s Digital Wealth Management offering in highly developed European financial markets. The platform integrates banking, investment, and remote advisory services into a single digital solution, supported by the collaboration with BlackRock. Belgium and Luxembourg […]

Wealth and Asset Management

Partners Group Bets on Rivals and Retail in $450 Billion Growth Push

May 21, 2026

Partners Group is pursuing two distinct yet complementary strategies to accelerate its expansion: buying bigger stakes in its publicly-listed peers while simultaneously cracking open the private-markets world for wealthy individuals. The Swiss asset manager used the recent weeks to pour capital into Brookfield Corporation, Blackstone and Ares Management, even as it trimmed holdings in […]

Wealth and Asset Management

The 2026 Australian Wealth Management Summit returns

May 21, 2026

The highly anticipated 2026 Australian Wealth Management Summit will return on 13 August at the Shangri-La Sydney bringing together senior investment professionals, asset consultants, economists, and advisers. The one-day summit will explore alternative investments from private equity and real assets to private credit, infrastructure, and digital assets which are playing an increasingly central role in institutional […]

Wealth and Asset Management

Fintech Giant Plans Expansion Leveraging Swiss Expertise

May 21, 2026

Europe’s leading financial technology provider Infront aims to further expand its presence by using its Swiss subsidiary Assetmax to specifically target larger asset managers and private banks. In doing so, the company is relying on regulatory expertise, technological integration — and the increasingly complex Swiss market. The Swiss wealth management market remains one of […]

Wealth and Asset Management

Cazenove Capital and Blue Earth announce three‑year strategic partnership

May 21, 2026

Cazenove Capital has announced a new three‑year strategic partnership with Blue Earth, following its successful collaboration with the organisation since 2023. Blue Earth brings together founders, change-makers, investors, and like-minded individuals with a shared set of values, aiming to improve the world collectively. Through its Summit, Forum and year‑round platform, it aims to connect […]

Wealth and Asset Management

Investec eyes City hiring spree in major move into UK private banking

May 21, 2026

Investec, the FTSE 250 financier, has unveiled plans to boost its UK private bank in a major strategic move that will include hiring new talent in the City. The expansion will boost its banking presence in London, as it seeks out wealthy clients for what will become a ‘full service primary bank”. It has […]

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