Wealth and Asset Management Archives - Page 102 of 1553

Five client-led shifts reshaping European wealth management

June 24, 2026

Survey results point to changing consumer preferences that are disrupting and transforming the industry in Europe—and highlight the need for a new set of strategic imperatives. The wealth management industry has long operated on a foundational assumption: that its core value proposition lies in generating superior investment returns. But in Europe, a new paradigm […]

Wealth and Asset Management

Wealth creators ‘not feeling welcome’ in UK, says Blevins Franks chief

June 24, 2026

The chief executive of international advice firm Blevins Franks has seen a “rapidly growing number of inquiries” from people looking to move to Europe, with the “vast majority” now citing tax. Speaking to FT Adviser, James Roberts said inquiries reached just under 4,000 last year. “The vast majority are now citing tax and […]

Wealth and Asset Management

EY sets out 10 forces that will define wealth management leadership by 2030

June 24, 2026

The forces reconfiguring global wealth management are accelerating faster than most firms can adapt, with artificial intelligence, shifting client behavior and the world's largest-ever private wealth transfer converging to fundamentally rewrite the industry's value creation logic. The findings are drawn from EY's Wealth Management Strategy Radar, developed by the firm's Global Center for Wealth […]

Wealth and Asset Management

Fraud warning after scammers impersonate private banking and wealth management firm

June 24, 2026

ISLANDERS are being urged to be wary of unexpected calls, texts and emails – and to verify the legitimacy of any requests using official contact details – after scammers attempted to impersonate a private banking and wealth management firm. The Jersey Financial Services Commission has issued a fraud warning stating that an Islander had […]

Wealth and Asset Management

Louis Theroux Confirmed as Endnote for Private Wealth Conference 2026

June 24, 2026

Jersey Finance has announced this year’s theme for their annual private wealth conference, which will examine why trust, substance and resilience matter more than ever against a backdrop of geopolitical uncertainty. The conference, Trusted Shores, which will take place in London on 22 September, explores how jurisdictions like Jersey are helping private wealth professionals […]

Wealth and Asset Management

Liontrust Asset Management reports 22% drop in gross profit

June 24, 2026

Liontrust Asset Management has today (24 June) published its final results for the year ended 31 March 2026, revealing a 22% drop in gross profit since 2025. Assets under management and advice (AuMA) as of 19 June 2026 were £21,445m with gross institutional inflows of over £500m and total net outflows of £276m. […]

Wealth and Asset Management

Harbourfront Wealth agrees C$1.775bn investment from Berkshire Partners

June 24, 2026

Harbourfront Wealth Group has signed a definitive deal under which Boston-based private equity firm Berkshire Partners will make an investment in the company. Audax Private Equity, the firm’s current capital partner, will retain a sizeable stake in Harbourfront after the transaction is completed. The deal places a value of C$1.77bn ($1.2bn) on Harbourfront. […]

Wealth and Asset Management

The largest transfer of assets in Swiss history

June 23, 2026

Large estates, delayed inheritance and international structures are changing the way wealth is being passed on. For private banking, succession planning is becoming a core strategic task. In 2025, around CHF 100 billion was bequeathed or gifted in Switzerland. This represents a historic high compared with the CHF 32 billion recorded in 2000. Today, […]

Wealth and Asset Management

18 Wealth Enhancement Advisors Named Among InvestmentNews’ 2026 $100M Club: Top Female Advisors

June 23, 2026

We are proud to announce that 18 advisors have been named among InvestmentNews’ list of $100M Club: Top Female Advisors. Jennie Boland Stephanie Chang Stephanie Ford Laura Gilman Maureen Hansen Mary Herrington Lily Ku Sarah LePhew Laura Mattia Stephanie Mattson Michele Newhouse Debbie Pursey Nicole Roberts Tiffany Rosetti Maura Schauss Tarah Sikkenga Adria Siewert Devan […]

Wealth and Asset Management

Why bankers only take a fraction of their customers with them

June 23, 2026

Many bank relationship managers bluff about huge client assets when changing jobs. But how much money can they really take with them to their new employer? The collapse of Credit Suisse (CS) flooded the market with countless relationship managers. The demand was enormous, expectations high. The result was sobering: According to last year's KPMG […]

Wealth and Asset Management

Wealth management for founders – from start-up to scale

June 23, 2026

As start-ups scale, founders often face a complex journey navigating the shift from concentrated, illiquid wealth to more structured financial planning that balances growth, liquidity and long-term goals. There are millions of start-ups worldwide, but many do not survive long-term. Early-stage founders typically face a mix of challenges, from business pressure and personal complexity […]

Wealth and Asset Management

What the wealth managers are telling clients about private markets

June 23, 2026

Data published by industry body the Australian Investment Council indicates $161 billion in Australian funds are invested in private assets, an investment category that includes private equity funds, private credit funds and infrastructure assets. Within these categories are subtypes such as private equity funds. Secondaries hold businesses bought from other private equity funds. Continuation […]

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