Wealth and Asset Management

15145 articles found

Wealth and Asset Management

SEI Launches Digital Onboarding Solution for Collective Investment Trusts

SEI has announced the launch of SEI AccessTM for CITs, a fully digitized, fully automated collective investment trust (CIT) onboarding experience that supports both public and private assets for defined contribution plan sponsors, advisors, recordkeepers, and asset managers.   Market demand for CITs in DC plans continues to accelerate, with CITs surpassing mutual funds in […]
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Wealth and Asset Management

Brooks Macdonald Group Third Quarter FUMA Update

Brooks Macdonald Group plc has announced flows and funds under management and advice (“FUMA”) for the third quarter of its 2026 financial year. All statements in this release relate to the period from 1 January 2026 to 31 March 2026 (“quarter” or “Q3”) unless otherwise stated.   Andrea Montague, CEO of Brooks Macdonald, commented:  “I […]
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Wealth and Asset Management

CaixaBank launches two calls for submissions to honour the best female entrepreneurs and self-employed women in Spain

CaixaBank is staging the tenth edition of the CaixaBank Businesswoman Award, with the entry period running until 14 May at www.caixabank.es/empresa/general/premio-empresaria.html. This award recognises the talent and professional excellence of leading female entrepreneurs Moreover, the bank is looking to recognise the best self-employment projects created by women with the Self-Employed Female Talent Award, which can […]
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Wealth and Asset Management

Vontobel Annual General Meeting 2026

Shareholders approved all proposals at the Annual General Meeting Stable dividend of CHF 3.00 per share approved All members of Board of Directors (BOD) proposed for re-election confirmed in office In total, 86.89 percent of shares with voting rights were represented at today’s ordinary Annual General Meeting of Shareholders (AGM) of Vontobel Holding AG (2025 […]
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Wealth and Asset Management

Nine UBS Financial Advisors in Southern California, Hawaii Named to Forbes Top Women Wealth Advisors Best-In-State

UBS Wealth Management US has announced that nine financial advisors based in the Southern California and Hawaii areas of the firm’s Pacific Desert Market have been named to the Forbes 2026 Top Women Wealth Advisors Best-In-State list.   One of the advisors, Courtney Liddy, has also been recognized by Forbes for the eighth year in […]
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Wealth and Asset Management

Berne Financial Services Agreement: what the UK-Swiss deal means in practice

The Berne Financial Services Agreement, which came into effect on 1 January 2026, is a significant development that may have far-reaching consequences for the way internationally mobile wealth is managed.   Essentially, the agreement establishes a framework for the mutual recognition of financial regulations in the UK and Switzerland, meaning an entity regulated in the […]
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Wealth and Asset Management

Investec Bank (Channel Islands) Recognised as Best ‘Overall Private Bank’

Investec Bank (Channel Islands) has been named winner of the Overall Private Bank category at the WealthBriefing Channel Islands Awards 2025.The WealthBriefing awards celebrate organisations that demonstrate strong performance, innovation and leadership.    Judges highlighted the bank’s commitment to clients, colleagues and community, as well as its focus on thoughtful leadership, people development and proposition […]
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Wealth and Asset Management

Head of Private Clients at Investec Bank Recognised at Citywealth IFC Awards

Emily Dawson from Investec Bank (Channel Islands) has been named winner of the Private Banker of the Year – Channel Islands & Isle of Man category at the Citywealth International Financial Centres Awards 2026.   The Citywealth International Financial Centres (IFC) Awards celebrate excellence across private banking, wealth management and fiduciary services in leading international […]
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