Wealth and Asset Management Archives - Page 161 of 1539

Citi’s Deborah Querub on the steady rise of digital assets in wealth management

March 12, 2026

She began working in risk management during the Global Financial Crisis of 2008, gaining a close view of the resilience and complexity of global markets.

Wealth and Asset Management

Record net new money inflow: New bank reports best year of growth with stable profit

March 12, 2026

This was primarily driven by net new money inflows of CHF 735 million, a new record in the bank's history and significantly surpassing previous bests.

Wealth and Asset Management

Clientis Group Reports Decline in Profit

March 12, 2026

Despite the challenging market environment, the group slightly increased its operating result by 0,6 percent to 201,5 million francs.

Wealth and Asset Management

Strategies investors can implement to boost the resilience of portfolios

March 12, 2026

Substituting a portion of direct equity exposure with capital preservation strategies can help investors capture most of any potential gains while limiting potential losses.

Wealth and Asset Management

Deutsche Bank publishes 2025 Annual Report and confirms outlook for 2026

March 12, 2026

This underscores the strength and resilience of our Global Hausbank.

Wealth and Asset Management

Mirabaud inaugurates renovated Paris headquarters to support its growth in France

March 12, 2026

This project forms part of the positive momentum of Mirabaud’s activities in France since the opening of its office in 2003 and aims to provide both teams and Clients with an optimised working environment.

Wealth and Asset Management

Citizens charts private bank expansion

March 12, 2026

The regional bank intends to add at least five private wealth teams this year, as it seeks to differentiate with integrated service for high-net-worth clients, the bank’s president said.

Wealth and Asset Management

Swiss Post achieves solid annual result – pressure to act requires refinement of current strategy

March 12, 2026

PostFinance has also increased its operating result in a challenging interest rate environment and contributed to a solid Swiss Post result.

Wealth and Asset Management

Private equity investor warns over data failures at UK wealth firms

March 12, 2026

Some consolidators cannot properly gather basic metrics like net new money because of a lack of investment in their information systems

Wealth and Asset Management

M&G plc Full Year 2025 Results

March 12, 2026

Strong momentum with £7.8bn net inflows from open business driven by Asset Management Group delivering diversified growth across segments and markets Confident outlook, firm commitment to 2025-2027 targets