Vontobel shuns evergreens relying on ‘honeymoon’ secondaries uplifts
Thomas Bischoff says the Swiss bank avoids private markets funds that use NAV squeezing to generate short term performance spikes.
Wealth and Asset Management
15506 articles found
Success for UBS in the USA: Green light for the US banking license
The last hurdle has also been cleared: UBS has received a national license in the USA.
Jersey’s private wealth proposition recognised with fourth consecutive WealthBriefing European Award win
The Awards, now in their fourteenth year, celebrate companies, teams and individuals that have excelled across a broad range of financial services in the European private banking, wealth management and trusted adviser sectors.
RBC Wealth Management recognized for high-net-worth client service and succession planning at Euromoney Private Banking Awards 2026
This year marks the fourth consecutive year RBC Wealth Management has been recognized by Euromoney for its continued excellence in the industry.
BlackRock’s Larry Fink warns AI may intensify wealth inequality
CEO of world’s biggest asset manager says rich backers of artificial intelligence could reap most of the rewards
BDCs and Wealth Managers Most Vulnerable to AI-Driven Credit Risk
Wealth managers are identified as highly vulnerable to business model disruption as AI-enabled model portfolios and direct indexing platforms offer low-cost alternatives to traditional advisory services.
GAM Alternatives Fund managers call on Liontrust Asset Management to commence immediate strategic review
On 23 March 2026, the portfolio managers of the GAM Global Opportunities Fund and the GAM Global Special Situations Fund published an open letter
Double Recognition at WealthBriefing European Awards 2026
The Wealth Planning Team was recognised for its outstanding ability to manage complex, cross-border mandates for high-net-worth (HNW) and ultra-high-net-worth (UHNW) clients.
Chubb Launches Wealth Platform Targeting Hong Kong’s High-Net-Worth Segment
The launch comes amid continued expansion in Hong Kong’s private wealth sector.
887 Billion Francs: Independent Asset Managers Rival UBS in Switzerland
Measured by assets under management, the more than 1,300 independent asset managers (IAMs) in Switzerland operate in a league that is often underestimated even by seasoned observers of the financial center.
Marina Cristiani Wins Silver at the 2026 Citywealth Powerwomen Awards USA
The Citywealth Powerwomen Awards USA celebrate leadership, innovation and progress towards greater equality across the financial services industry.
Private banking awards national winners 2026: Netherlands
In 2025, its fee income rose 20% year-on-year and net flows increased 139%