Wealth and Asset Management

15416 articles found

Wealth and Asset Management

Q1/2026: Good Start to the Year – Proven Business Model in Volatile Times, Structural Growth as Expected

Deutsche Börse Group has just published its quarterly statement Q1/2026. Please scroll down for the link to the entire report.   Overview of the results: Net revenue without treasury result rose by 12 percent to €1,434 million, driven by continued structural growth and geopolitical tensions in March. As the headwind from the treasury result subsided, […]
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Wealth and Asset Management

Lombard Odier earns dual recognition at the PWM Wealth Tech Awards 2026 for its next-generation digital platforms

Following its recent success at the WealthBriefing European Awards 2026 for Best Customer Facing Digital Capabilities in Private Banking, Lombard Odier has been further recognised with two Professional Wealth Management (PWM) Wealth Tech Awards – “Best Private Bank for Digitally Empowering Relationship Managers” and “Best Use of Technology” in Europe – reflecting the depth and […]
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Wealth and Asset Management

Private banks should chase founders, not liquidity

Rather than recruiting clients who have already achieved business success, private bankers need to be seeking entrepreneurs who are building real companies and innovative projects   The average private banking client is 63 years old. That tells you everything you need to know about where the industry is looking, and who it’s missing entirely.    […]
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Wealth and Asset Management

Hana Bank Wins Euromoney Korea Best Private Bank

Hana Bank announced on April 28 that it was simultaneously awarded the “Korea’s Best Private Bank” Award and the “Korea’s Best for Succession Planning” Award at the ‘Private Banking Awards 2026,’ hosted by the world-renowned financial magazine, Euromoney.   Euromoney Magazine annually selects the top-tier private banking institution in each country by comprehensively evaluating global […]
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Wealth and Asset Management

Deutsche Börse Group Leads Series A Funding in Wealth Management System Provider Performativ

Deutsche Börse Group has invested in Performativ, a Denmark-based company that offers a next-generation investment management system for the wealth management industry.    Deutsche Börse Group is leading the US$14 million Series A round, with participation from Rabo Investments, the investment arm of Rabobank, Jacob Dahl, former Senior Partner & co-Leader of Global Banking Sector, […]
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Wealth and Asset Management

JTC Group and JTC Law Support Landmark Fundraise for Invesco Bond Income Plus Limited (BIPS) After UK Prospectus Rule Changes

JTC Group and JTC Law are delighted to announce their pivotal role in advising Invesco Bond Income Plus Limited (BIPS) on a ground-breaking secondary fundraise – the first transaction of its kind to be completed following substantial reforms to the UK Prospectus Regulations, effective from 19 January 2026.   The deal not only marks a […]
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Wealth and Asset Management

Will Millennials' Attitude Toward Money Put the Family Wealth at Stake? A Wealth Adviser Explains How Families Can Find Common Ground

The Great Wealth Transfer is estimated to comprise $124 trillion in assets by 2048, according to the CFA Institute.   Now that we are over halfway there, we can see how differently the new wave of ultra-high-net-worth (UHNW) Millennials approaches investing, saving and overall values around wealth compared to previous generations.   Baby Boomers, for […]
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Wealth and Asset Management

CaixaBank named Best Digital Private Bank in Europe for the third consecutive year by PWM (FT Group)

The awards jury has recognised CaixaBank Wealth Management for its digital transformation and its ability to deliver pioneering, highly specialised private banking services, ensuring the best possible client experience Among other initiatives, the magazine highlights the innovative Advisory GPS service, which in just 16 months since its launch has attracted more than 4,500 clients and […]
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