Wealth and Asset Management

Wealth and Asset Management

Marina Cristiani Wins Silver at the 2026 Citywealth Powerwomen Awards USA

March 20, 2026

The Citywealth Powerwomen Awards USA celebrate leadership, innovation and progress towards greater equality across the financial services industry.

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Wealth and Asset Management

Private banking awards national winners 2026: Netherlands

March 20, 2026

In 2025, its fee income rose 20% year-on-year and net flows increased 139%

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Wealth and Asset Management

Strategic: Optimize your leverage

March 20, 2026

For investors with a high risk tolerance, borrowing can also boost returns if expected gains exceed costs.

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Wealth and Asset Management

The Intelligent Allocator: the cost of hedging – a certain price for an uncertain payoff

March 20, 2026

The instinct to act is not irrational, but it can be expensive, and this expense can go unnoticed.

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Wealth and Asset Management

$4.7B Wealth Unit Spins Out from Baker Tilly

March 20, 2026

Seattle-based Threadline Wealth launches with backing from The Cynosure Group and a group of employee owners.

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Wealth and Asset Management

Manulife Named "Asia's Best Insurance Provider for Wealth Management" by Euromoney

March 20, 2026

The win reflects the company's strong growth momentum, innovative product suite, unmatched cross-border service capabilities, and deep relationships with its distribution partners.

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Wealth and Asset Management

Saffery Private Wealth Team wins three categories at the WealthBriefing Awards 2026

March 20, 2026

These awards celebrate the depth of expertise, technical strength, and consistently high-quality client service delivered by our Private Wealth specialists.

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Wealth and Asset Management

Wealth demand for private credit holds firm despite fresh liquidity concerns

March 20, 2026

Samuel Leach, head of investor relations at TAB, says the wealth channel will play a central role in the growth of private credit

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Wealth and Asset Management

Rethinking legacy: how families are rewriting the rules of generational wealth

March 20, 2026

This evolution ensures that legacy is defined by a shared sense of intent rather than just the transfer of capital.

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Wealth and Asset Management

Annual Report 2025 Union Bancaire Privée

March 20, 2026

Geopolitical tensions, economic polarisation, protectionist policies, and climate change continue to challenge the global economy.

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Wealth and Asset Management

Strong momentum with CHF 10 billion net inflows in 2025 taking assets under management to a record high close to CHF 200 billion

March 20, 2026

These strong results are supported by the continued strength of the Group’s financial structure.

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Wealth and Asset Management

2025 Annual results: Mirabaud reports a 10% increase in net profit

March 20, 2026

The publication of its 2025 annual report is scheduled for late April 2026.

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