Wealth and Asset Management Archives - Page 131 of 1552

PMI and Schroders launch 2026 survey on Defined Benefit investment governance

May 12, 2026

The industry is being asked to have its say on Defined Benefit investment governance as part of a new survey from The Pensions Management Institute (PMI), in partnership with Schroders. With funding positions improving for many schemes, and expectations around governance, value and long-term planning intensifying, the survey aims to understand how DB governance […]

Wealth and Asset Management

Wealth managers prepare for next ‘Big Bang’ in technology

May 12, 2026

Most decisions made about digitalisation of wealth management tend to be financial rather than practical or client-focused, believe industry commentators, with key tech innovations often prevented from reaching a wider audience. There is a broad agreement that the technology has long been present to enable faster development of digital portfolio management, yet few private […]

Wealth and Asset Management

Edmond de Rothschild AM expands sales in Latin America and US offshore

May 12, 2026

The asset management company Edmond de Rothschild Asset Management has entered into a strategic distribution agreement with Davinci Trusted Partner. Edmond de Rothschild Asset Management ( EdR AM ) aims to strengthen its sales across the Atlantic. To this end, a partnership has been agreed upon with Davinci Trusted Partners, according to a press […]

Wealth and Asset Management

Private Banking: Why the 10 billion question is only half the truth

May 12, 2026

Does a private bank with less than 10 billion in assets under management even have a future in Switzerland? The answer is considerably more complex. Every few weeks, Gil M. Chalem , Managing Partner at the internationally active Geneva-based headhunter for Private Banking & Wealth Management "Executive Partners", conducts a conversation with a senior […]

Wealth and Asset Management

The restructuring of Bank E. Sturdza weighs on its results

May 11, 2026

In 2025, Eric Sturdza Bank undertook a profound restructuring which had a negative impact on its results. In fact, the asset management activities previously carried out by EI Sturdza Strategic Management in Guernsey and London (now in liquidation) were repatriated to Switzerland during 2024. They are now managed by a new company, Eric […]

Wealth and Asset Management

Wealth manager masters the art of providing clarity and delivering growth for clients

May 11, 2026

What do a wealth management professional covering the burgeoning Asian region and a painter have in common? For LH Koh, it involves staying grounded. Koh, head of global family and institutional wealth for Asia-Pacific at UBS – the Swiss financial services company which is consistently ranked as the world’s largest – believes that guiding […]

Wealth and Asset Management

IMA adds $400M wealth management team through CFS partnership

May 11, 2026

IMA Financial Group is expanding its investment advisory business with the addition of Coordinated Financial Services (CFS), a Colorado-based wealth management firm overseeing more than $400 million in client assets. The CFS team joined IMA Advisors on May 1 and will operate as part of IMA Private Wealth. The move pushes IMA’s registered investment […]

Wealth and Asset Management

Intesa Sanpaolo posts record Q1 profit as Wealth Management accelerates

May 11, 2026

In the first quarter of 2026, Intesa Sanpaolo delivered net income of €2.8 billion, the best quarterly result in the Group’s history (+6% vs. Q1 2025). Operating income reached a record €7.2 billion (+5.3% vs. Q1 2025), driven by balanced growth across net interest income, commissions, insurance activities and trading. Net fees and commissions […]

Wealth and Asset Management

2026 Wealth Management Awards Winners and Finalists Announced by Business Awards UK

May 11, 2026

Business Awards UK is pleased to announced the winners and finalists of the 2026 Wealth Management Awards, recognising firms and advisers who have demonstrated strong client focus, technical capability, innovation, and practical value across the wealth management sector. These awards celebrate organisations and individuals working across private wealth advice, tax and wealth structuring, digital […]

Wealth and Asset Management

Rathbones named Wealth Manager of the Year

May 11, 2026

Rathbones has been named Wealth Manager of the Year at the prestigious City AM awards. The award, presented at a ceremony on 6 May at the Guildhall in London, underscores Rathbones’ strength and momentum as it pursues its ambition of becoming the best wealth manager in the UK, by far. Rathbones was recognised […]

Wealth and Asset Management

London IFA buys £200m firm in Saltus-backed deal

May 11, 2026

London-based advice firm Advies has acquired fellow IFA St Andrews Financial. The move has added £200m in assets and 300 clients, with the deal backed by the Saltus’ Partnership Programme. St Andrews, which was established over 20 years ago by James Hickson, serves a client base of professionals and families across London and the […]

Wealth and Asset Management

Syfe Launches Joint Accounts to Boost Shared Wealth Building in Singapore

May 11, 2026

Digital wealth platform Syfe is rolling out a new feature allowing users to co-manage investment portfolios and build shared wealth. The product is currently live for an early-access group, with a full public launch expected in the coming weeks. The launch of Syfe joint accounts in Singapore targets what the platform describes as […]

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