Wealth and Asset Management

15321 articles found

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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Wealth and Asset Management

Carson Group Welcomes Tungsten Wealth Management to Independent Advisor Channel

Carson Group has announced that Tungsten Wealth Management has joined the firm’s independent advisor channel.    Led by founding partners and wealth advisors Shawn Peschke, CFP, CWS, and Rob Frits, CFP, CWS, the firm serves approximately $320 million in advisory and brokerage assets. They join Carson Group from LPL Financial.   “Advisors choose to partner […]
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Wealth and Asset Management

Equiom recognised for estate planning expertise at WealthBriefingAsia Awards 2026

Equiom has been named winner of the Estate Planning category at the WealthBriefingAsia Awards 2026, recognising the Group’s expertise in supporting international families, entrepreneurs and family offices with governance-led succession planning, estate structuring and long-term wealth stewardship.   The WealthBriefingAsia Awards celebrate excellence and innovation across the private banking, wealth management and trusted adviser communities […]
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Wealth and Asset Management

Five Tips for Going from Solo Advisor to Teaming

One of the hardest transitions in wealth management is going from being a successful solo advisor to building a team that works. It’s something we’ve seen many advisors wrestle with.   In our roles leading Equitable Advisors and from our own experience as former advisors, we’ve seen firsthand what separates teams that grow from those […]
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Wealth and Asset Management

Hong Kong’s affluent planning lags despite wealth continuity gains

Hong Kong’s high-net-worth (HNW) families generally understood the risks linked to longer lifespans, but many had not fully implemented formal systems covering health, wealth and legacy planning across different jurisdictions.   Up to 79% of ultra-high-net-worth (UHNW) respondents said coordinated support covering insurance, health, investment, and finances would add significant value to their advisory relationships, […]
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Wealth and Asset Management

Risk-averse Britain is losing its brightest stars abroad: our task is ensuring they flourish here – our UK CEO in the Telegraph

The UK has long been a global leader in ingenuity. From the pioneering AI clusters of the Golden Triangle to the graphene laboratories of the North, we possess a density of intellect that remains the envy of our peers. Currently, we sit as the world’s third-largest venture capital ecosystem – a position of strength that […]
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Wealth and Asset Management

Investec delivers £922mn across FY2025/26, taking three-year total to £2.48bn

Investec Real Estate continues to support clients across the market   Investec has now syndicated more than £1 billion since establishing its syndication platform helping to support larger overall loan ticket sizes for clients  Investec REALIS continued to grow as Investec’s real estate equity strategy, completing five transactions in FY2025/26 with a combined GDV of £140 […]
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