Wealth and Asset Management

15331 articles found

Wealth and Asset Management

Bedrock’s Advisors Named in the 2026 Spear’s Wealth Management Index

Bedrock is proud to share that three of our advisors: Maurice Ephrati, Managing Partner; Raquel Santos Silva, Partner; and Helena Eaton, Head of Investment Advisory, have been recognised in the 2026 Spear’s 500 Wealth Management Indices.   Often described as the “Michelin Guide of Wealth”, the Spear’s 500 Wealth Management Index recognises leading experts across […]
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Wealth and Asset Management

Corient Completes Acquisitions of Stonehage Fleming and Stanhope Capital Group; Global Assets Surpass US$500 Billion

Corient has announced the successful completion of its previously announced acquisitions of Stonehage Fleming and Stanhope Capital Group, marking a significant milestone in its continued global expansion.   “This is an exciting moment for Corient and the clients we serve around the world,” said Kurt MacAlpine, Founding Partner and Chief Executive Officer of Corient. “We […]
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Wealth and Asset Management

Zurich-Based EFG International Targets South Florida in Americas Expansion

EFG International AG, the Zurich-based private banking and wealth management firm, is accelerating its growth across the Americas with a strategic focus on South Florida, as the region continues to attract high-net-worth individuals, entrepreneurs and international investors.   The firm’s Americas business delivered the fastest growth of any EFG region last year, adding approximately $4 […]
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Wealth and Asset Management

Zurich-based asset manager establishes advisory board for digitalization and AI

With a newly created Innovation Advisory Board, SoundCapital aims to strategically anchor the topics of digitalization and artificial intelligence and accelerate their implementation in wealth management.     SoundCapital launched an Innovation Advisory Board (IAB) at the beginning of June. The new body will advise the company on its digital and AI strategy, prioritize relevant initiatives, […]
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Wealth and Asset Management

CICC 2026 London Wealth Management Forum Successfully Held

CICC successfully held the CICC 2026 London Wealth Management Forum in London, the UK. Centered on the theme "Bridging and Transcending", the forum brought over 200 representatives from various sectors to engage in in-depth discussions on global economic developments, China-UK economic and financial cooperation, and multi-asset allocation, focusing on the cutting-edge trends and practical pathways […]
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Wealth and Asset Management

Nomura eyes US asset management deals after Macquarie deal

Nomura Holdings is seeking acquisition opportunities in the US investment management sector after last year’s $1.8bn purchase of Macquarie’s US and European public asset management operations, reported Reuters citing its chief executive.    At the company’s annual investor briefing, Kentaro Okuda said: “Having made this large U.S. investment, we’re in the market for companies or […]
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Wealth and Asset Management

Why should entrepreneurs choose a private bank?

key takeaways. Early asset structuring is essential. A private bank can help entrepreneurs separate business from personal assets while supporting them with family protection, retirement, and diversification Each stage of the entrepreneurial journey calls for a dedicated asset strategy. Starting, growing, selling, and transferring a business all need the right kind of support Diversification is […]
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Wealth and Asset Management

Lombard Odier enhances investment risk framework across the Group through expanded collaboration with Bloomberg

Bloomberg and Lombard Odier, a global wealth and asset manager headquartered in Geneva with CHF 349 billion in assets under management, are expanding their collaboration to deploy investment management risk solutions developed by Bloomberg across Lombard Odier's entities.   Following their established and successful use in Asset Management, this extension to Wealth Management and Private […]
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