Wealth and Asset Management

15616 articles found

Wealth and Asset Management

The Thirteenth Family Wealth Report Awards 2026

Winners   FAMILY OFFICE CATEGORIES Multi-Family Office (New Entrant) Beatrice Advisors Multi-Family Office (Up to and Including $2.5 Billion AuM/AuA) Eton Advisors Group, LLC Multi-Family Office ($2.5 Billion to $5 Billion Aum/AuA) Northwood Family Office Multi-Family Office ($5 Billion to $15 Billion AuM/AuA) Gresham Partners  Multi-Family Office ($15 Billion to $30 Billion AuM/AuA) WE Family […]
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Wealth and Asset Management

Hedge Fund Billionaire Ken Griffin Warns Wealthy Investors May Not Grasp Private Credit Risks— 'The Real Issue Here Is…'

Hedge fund billionaire Ken Griffin has questioned whether wealthy individuals truly understand the risks of investing in private credit, warning they may struggle to access their money in a downturn.   Griffin, founder of $67 billion hedge fund Citadel and trading firm Citadel Securities, made the comments in an interview with the Financial Times, as […]
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Wealth and Asset Management

Wealth management firm, controlling £89m of assets, appoints administrators

A Manchester wealth management firm with £89m of assets under administration has appointed administrators.   LCM Family Ltd, based in 60 Spring Gardens, said its recent financial performance has been compounded by the sudden departure of key personnel and unaffordable professional indemnity insurance.   LCM, previously known as LCM Wealth Management Limited, is authorised by […]
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Wealth and Asset Management

Lombard Odier, a leading private bank for high-net-worth individuals and families

key takeaways. A private bank can meet wealth management needs a traditional bank cannot. For high-net-worth individuals (HNWIs), this is not just about managing assets, but also about structuring, protecting, and growing them, as well as passing on an inheritance that is often international and multi-generational Thanks to its independence, long history, Swiss roots, and […]
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Wealth and Asset Management

First-quarter net profit rises to SGD 2.93 billion as total income reaches a new high, led by record wealth management performance; ROE at 17.0%

DBS Group’s net profit for first-quarter 2026 rose 1% from a year ago to SGD 2.93 billion. Total income reached a record of SGD 5.95 billion, led by robust wealth management performance, which drove fee income and treasury customer sales to new highs. Deposit growth momentum was strong, while markets trading income rose.    These […]
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Wealth and Asset Management

Top wealth planning strategies for high-net-worth individuals in 2026

Wealth planning involves more than smart investment strategies; the economic landscape is constantly changing, and wealth planning strategies must be agile to adapt to tax and regulatory adjustments.   Here are some of our global finance professional’s top wealth planning strategies for high-net-worth individuals (HNWIs) in 2026 to protect assets and provide long-term financial security […]
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Wealth and Asset Management

Partners Group invests in fleet expansion of portfolio company North Star, a leading offshore infrastructure services provider

UK-based North Star has acquired four new vessels to take its Service Operation Vessel fleet to 14, which is one of the largest in Europe  Partners Group acquired North Star in 2022 and rapidly scaled its SOV fleet to capitalize on thematic tailwinds in the offshore wind services market North Star is expected to generate […]
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Wealth and Asset Management

Utmost launches Spring 2026 Navigator

Utmost has published the spring 2026 edition of Navigator, focusing on why life insurance is central to holistic wealth planning for high and ultra-high net worth clients.    The report looks at how fragmented financial planning often fails, especially as advisers deal with faster change and greater client mobility.   Brendan Harper, head of asia […]
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Wealth and Asset Management

Amundi: First quarter 2026 results

Dynamic activity in all segments    Net inflows3 of +€32bn, the highest in more than 4 years, supported by: ETF & index solutions (+€24bn) active management (+€7bn), thanks to fixed income and multi-asset strategies and private assets (+€3bn) Strong contribution from Retail (+€13bn), CA & SG Insurers and institutional investors   Assets under management¹ up […]
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Wealth and Asset Management

CaixaBank posts a net income of €1.57 billion in the first quarter (+7% YoY), driven by business growth

Gonzalo Gortázar, CaixaBank’s CEO: “During the first quarter of the year, despite the unstable geopolitical landscape, we have maintained high levels of commercial activity, supporting companies, families and the growth of the economy as a whole.” The Board of Directors approves a new share buyback programme worth €500 million. The bank continues to grow and […]
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Wealth and Asset Management

Lazard to Acquire Campbell Lutyens, Creating the Global Leader in Private Capital Advisory

Lazard  has announced that it has entered into a definitive agreement to acquire Campbell Lutyens, a premier global private markets advisor focused on fund placement, secondary advisory, and GP capital advisory services.    Building on the success of Lazard’s existing private capital advisory group, the combined businesses will form a new unit, Lazard CL—creating the […]
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