Wealth and Asset Management

15035 articles found

Wealth and Asset Management

Fundpath Announces Expansion Into Switzerland

Five years on from its UK launch, having enjoyed consistent year-on-year growth, Fundpath, the critical data and business intelligence service for those working in investment distribution, announces its expansion into Switzerland, one of Europe’s most sophisticated asset and wealth management markets.    Marking the next phase of its global growth strategy, the launch comes in […]
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Wealth and Asset Management

Global Banking & Finance Review Awards® 2026: DeVere Investment Honoured with 14 Years of Excellence in Wealth Management Mauritius

Global Banking & Finance Review® is pleased to announce that DeVere Investment has been awarded the prestigious 14 Years of Excellence – Wealth Management Mauritius 2026 as part of the 2026 Global Banking & Finance Review® Awards. This recognition highlights the firm’s sustained performance, client-focused approach, and long-standing contribution to the wealth management sector in […]
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Wealth and Asset Management

Innovative tech shakes up wealth management in Canada

Canadian financial technology companies have been growing at speed by scaling up digital tools to empower wealth advisers while disrupting the way major institutions deliver client services.   Among those leading the way is Bellwether Investment Management, which is peeling business away from legacy investment firms using innovative digital platforms to provide better customer services […]
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Wealth and Asset Management

Savvy Wealth Debuts Savvy Intelligence to Fuel Evolution of AI-Native, Human-Led Advice

Savvy Wealth has unveiled Savvy Intelligence, a new agentic AI product within Savvy’s vertically integrated platform.    Savvy Intelligence gives advisors a complete, continuously updated view of all client data, including investments, financial plans, and tax information, within a unified, AI-powered environment, marking the next chapter in Savvy’s reinvention of human-centered financial advice.   Savvy […]
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Wealth and Asset Management

Bullishness Remains Steady as Geopolitical and Energy Concerns Rise, Morgan Stanley Wealth Management Pulse Survey Finds

Morgan Stanley Wealth Management has announced the results of its quarterly retail investor pulse survey: Bullish sentiment holds. More than half of investors (55%) remain bullish this quarter, only slightly below last quarter (56%). Inflation remains the top concern as new pressures rise. While inflation continues to loom large (50%), concern about geopolitical conflict increased […]
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Wealth and Asset Management

Hong Leong Bank launches Wealth Odyssey campaign

Hong Leong Bank has announced the launch of its Wealth Odyssey campaign, designed to reinforce the bank’s commitment to seeing wealth stewardship as a lifelong journey.    In a statement, the banks said it has pivoted towards an end-to-end view of the client’s financial life cycle following the recent refresh of its HLB Priority segment. […]
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Wealth and Asset Management

UBS's statement on the Swiss government's regulatory capital announcements

The Federal Council has published its final version of the Capital Adequacy Ordinance (ERV). This ordinance specifies the regulatory capital treatment of selected assets for banks headquartered in Switzerland.   In addition to publishing the Federal Regulations on Electronic Banking (ERV), the Federal Council has also submitted its final proposals for amendments to the Banking […]
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Wealth and Asset Management

CISI Overseas Wealth Management Summit Held in Hong Kong, Spotlighting New Asset Allocation Opportunities amid Global Change

Against the backdrop of continued repricing in global capital markets and accelerating technological change, China Industrial Securities International Financial Group Limited ("CISI", stock code: 6058.HK) successfully held in Hong Kong on April 20 the "Gathering in Hong Kong, Investing Intelligently for the Future — CISI 2026 Overseas Wealth Management Summit".    Focusing on key topics […]
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Wealth and Asset Management

Vontobel 3-month 2026 trading update

Positive net new money of CHF 1.7 billion Private Clients segment continued to deliver inflows of CHF 1.3 billion Institutional Clients segment saw inflows of CHF 0.3 billion Assets under management stable at CHF 240.1 billion Vontobel delivered positive inflows and stable assets during the first three months of the year, despite persistent macroeconomic uncertainty […]
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