Wealth and Asset Management Archives - Page 114 of 1518

Mind the wealth gap: the secret entry points of private banking

April 23, 2026

Coutts, the private bank that counts King Charles III among its clients, has raised the minimum amount required to open an account from £1 million to £3 million in what is the largest single jump in its entry threshold in its 333-year history. The new requirement, which was made public last week, came into […]

Wealth and Asset Management

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

April 23, 2026

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 […]

Wealth and Asset Management

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

April 23, 2026

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 […]

Wealth and Asset Management

Vontobel 3-month 2026 trading update

April 23, 2026

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 […]

Wealth and Asset Management

Man Group reports uptick in assets under management

April 23, 2026

Man Group reported assets under management of $228.7bn as at 31 March on Thursday, up from $227.6bn at the end of December, as positive investment performance more than offset net outflows in the first quarter, while the alternative investment manager also separately corrected previously disclosed ESG-integrated AUM figures in its 2025 annual report. The […]

Wealth and Asset Management

Quoniam Asset Management wins Best Transformation Award at SimCorp Global Summit

April 23, 2026

Award recognizes Quoniam's go-live on SimCorp One alongside SimCorp Managed Business Services. Enabled faster time to market for Quoniam's first actively managed ETF range, UniActive Q, introduced in 2025. Quoniam Asset Management has been named the winner of SimCorp’s 2026 Best Transformation Project Award, presented at the SimCorp Global Summit. Based in Frankfurt, […]

Wealth and Asset Management

‘Almost a no brainer’: Quilter Cheviot MPS adds to US tech

April 23, 2026

Quilter Cheviot’s managed portfolio service (MPS) has been adding to US technology stocks in the wake of market and geopolitical uncertainty. The MPS, managed by Simon Doherty and Antony Webb, primarily added to exposures in the semiconductor industry, rather than across all US technology. Holdings in Nvidia and Broadcom were increased in April […]

Wealth and Asset Management

"The market is stronger than any politician, including Trump"

April 23, 2026

Nicolas Faller, Co-CEO of UBP Asset Management, which oversees EUR 34 billion in AUM, expresses confidence in a swift resolution to the conflict with Iran. Nicolas Faller is Co-CEO of UBP Asset Management, the asset management arm of the private Swiss bank Union Bancaire Privée (UBP). Originally from a region located just a few […]

Wealth and Asset Management

Interim report of the Swiss National Bank as of March 31, 2026

April 23, 2026

The Swiss National Bank reports a loss of 0.5 billion Swiss francs for the first quarter of 2026. The loss on foreign currency positions amounted to CHF 8.2 billion. A valuation gain of CHF 7.8 billion resulted from the gold holdings. The gain on Swiss franc positions was CHF 40.4 million. The National […]

Wealth and Asset Management

Wendel completes acquisition of 56% stake in Committed Advisors

April 23, 2026

Wendel has wrapped up the purchase of a 56% controlling interest in Committed Advisors from the firm’s founding partners, who also reinvested all of their net proceeds into Committed Advisors funds as part of the deal. The deal was first announced in October 2025. Established in 2010, Committed Advisors is a private investment […]

Wealth and Asset Management

SEI Reports First-Quarter 2026 Financial Results

April 23, 2026

SEI Investments Company has announced financial results for the first quarter 2026. Relative to the first quarter 2025, EPS increased by 20%, and revenue and operating income grew by 13% and 21%, respectively, with operating margin increasing to 30%. On an adjusted basis, EPS and operating income grew 21% and 24%, respectively, with the […]

Wealth and Asset Management

Broadridge Launches Central Risk and Liquidity Optimization Solution to Unify Trade Execution, Liquidity and Risk Management

April 23, 2026

Broadridge Financial Solutions, Inc. has announced the launch of its Central Risk and Liquidity Optimization Solution, powered by Tbricks. The new solution provides banks, broker-dealers, market makers, and trading firms with an integrated front-office platform to coordinate trade execution, risk, and liquidity management across products, desks, and venues through a single unified system. […]

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