Wealth and Asset Management Archives - Page 102 of 1538

Denmark's Penning acquires Veli's wealth management business

June 8, 2026

Danish crypto-asset service provider Penning has acquired the wealth management business of Lithuanian crypto investment platform Veli. The financial terms of the deal have not been disclosed. Established in 2022, Veli is a digital asset investment platform that serves retail investors and financial advisors across the EU. The sale of Veli's wealth management […]

Wealth and Asset Management

Brooks Macdonald Strategic Partnerships (BMSP)

June 5, 2026

Brooks Macdonald has announced the launch of Brooks Macdonald Strategic Partnerships (BMSP), a new offering designed to help ambitious independent financial advice firms harness the advantages of Brooks Macdonald’s scale while retaining their independence, culture and client relationships. The launch responds to growing demand across the UK advice market for deeper strategic partnerships that […]

Wealth and Asset Management

HSBC charged for helping former Lebanese central bank head embezzle hundreds of millions

June 5, 2026

The Swiss subsidiary of HSBC is suspected of having helped former Lebanese central bank chief Riad Salameh embezzle more than $300 million from the country's central bank. The charges mark a significant development in the French judicial investigation. "Why has HSBC not been charged in the Salameh case? All the money went through there! […]

Wealth and Asset Management

Canaccord Genuity Group Inc. reports fourth quarter and fiscal 2026 results

June 5, 2026

Canaccord Genuity Group Inc. has announced its financial results for the fourth quarter and fiscal year ended March 31, 2026. “We delivered record revenue in fiscal 2026 and significantly improved profitability, reflecting stronger operating leverage and disciplined execution across the platform,” said Dan Daviau, Chairman & CEO of Canaccord Genuity Group Inc. “Capital markets […]

Wealth and Asset Management

NatWest commits £50m to UK branch network with no further branch closures until at least 2029

June 5, 2026

£50m investment to modernise and upgrade branch network over the next 18 months Expansion of unique mobile branch network, with increase in stops, offering more face to face services in communities across the UK Long term commitment marks conclusion of current programme of network changes as Group announces nine final branch closures NatWest Group has […]

Wealth and Asset Management

Family matters: untangling the complexities of family wealth and succession for Asia-Pacific investors

June 5, 2026

High-net-worth individuals (HNWIs) across the Asia-Pacific (APAC) region are contending with multiple external challenges, including economic headwinds, trade disputes, and geopolitical tensions. However, they can also face significant challenges closer to home, such as a lack of communication and alignment of vision among family members. If these internal challenges aren’t resolved effectively, they […]

Wealth and Asset Management

UBS boss Ermotti says he hopes to no longer be the bank's CEO by 2030

June 5, 2026

UBS CEO Sergio Ermotti hopes to no longer be in his role at the helm of the Swiss bank by 2030, he ‌said at the Swiss Economic Forum, in an interview aired by public broadcaster SRF on Friday. "I hope not," Ermotti said in response to a question on whether he will still be […]

Wealth and Asset Management

Operational efficiency and resilience: balancing scale, complexity, and transformation in wealth management

June 5, 2026

Exploring how firms can scale efficiently while building resilience in a rapidly evolving market. At Objectway’s recent OWIN26 customer conference, The Wealth Mosaic’s founder Stephen Wall hosted a panel that brought together professionals from across the industry to examine a central tension facing managers of wealth organisations today – how to deliver both operational […]

Wealth and Asset Management

Tech’s role in supporting Rathbones’ ambition to be the best UK wealth manager

June 5, 2026

Rathbones has been vocal about its ambition to be the best wealth manager in the UK “by far” and is taking clear steps to achieve this. Investing in client proposition and client experience is a key part of this. Simonetta Rigo, the chief client officer at Rathbones, is surprised this is not more widely […]

Wealth and Asset Management

Factory Capital targets athletes and creators with institutional wealth management launch

June 5, 2026

The significant wealth generated by high achievers in sports and entertainment is a rich client base for specialized firms. And now there’s a new one. Factory Holdings has launched Factory Capital, an SEC-registered wealth management division aimed at athletes, entertainers, entrepreneurs and creators; a client base whose financial complexity increasingly stretches well beyond traditional […]

Wealth and Asset Management

ZA Bank partners with Industrial Bank to launch cross-border wealth management scheme

June 5, 2026

ZA Bank has announced its official partnership with Industrial Bank to launch the Cross-boundary Wealth Management Connect Southbound Scheme (the "Southbound Scheme"), marking a milestone as the first digital bank in Hong Kong to provide this service. Eligible investors from the Guangdong-Hong Kong-Macao Greater Bay Area (GBA) in the Chinese Mainland can first complete […]

Wealth and Asset Management

Morgan Stanley’s Christina Au-Yeung: Avoid market complacency and unintended concentration

June 5, 2026

In the fourth of our series of exclusive gatekeeper interviews, FSA speaks with Christina Au-Yeung, head of investment management services, Morgan Stanley Private Wealth Management Asia. Christina is head of investment management services (IMS) for Morgan Stanley Private Wealth Management Asia (PWM Asia), based in Hong Kong. IMS is responsible for the origination, diligence, […]

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