Wealth and Asset Management Archives - Page 164 of 1498

Rothschild Martin Maurel continues its regional expansion with a new office in Nice

January 20, 2026

It is Rothschild Martin Maurel’s eighth office in France and the third in the Provence-Alpes-Côte d’Azur region, after Marseille and Aix-en-Provence.

Wealth and Asset Management

REITs may be worth another look in 2026, advisors say

January 20, 2026

Real estate investment trusts underperformed the overall market last year, but wealth managers say they may be worth another look in the coming months.

Wealth and Asset Management

Former partners lead takeover of wealth manager Octogone

January 20, 2026

Gulf businessman Hareb Al Darmaki’s Almha Capital also becomes a shareholder in Geneva-headquartered Octogone.

Wealth and Asset Management

Barclays adds to cricket portfolio and Lord’s partnership by becoming principal partner of Lord’s-based cricket team, London Spirit

January 20, 2026

This partnership strengthens Barclays’ role across all levels of cricket at Lord’s, from elite competition to grassroots development.

Wealth and Asset Management

W1M becomes FEIFA Gold Partner to strengthen support for British Expat Advisers

January 20, 2026

This partnership supports W1M’s strategic objective to deepen its engagement with British expat advisers, particularly in key markets such as Spain and Switzerland.

Wealth and Asset Management

HSBC Establishes AI Partnership for Legal Function

January 20, 2026

The pilot will bring the AI platform into the bank’s global legal function to support controls and security aligned to regulatory expectations.

Wealth and Asset Management

Combining algorithms and client goals

January 20, 2026

While it is vital for investment firms to focus on clients, asset management entrepreneur Adina Grigoriu refuses to ditch traditional portfolio theories which have shaped her career

Wealth and Asset Management

UBS clears first hurdle in bid for full US banking licence

January 19, 2026

The bank said the approval represents a significant step towards final authorisation, which would further strengthen its ambition to deepen its wealth management presence across the US.

Wealth and Asset Management

Align Wealth Management team recognized by Forbes

January 19, 2026

The rankings are based on data provided by thousands of the nation’s most productive advisors and their teams.

Wealth and Asset Management

Chinese and Taiwanese wealth map different paths

January 19, 2026

As wealth grows, Chinese and Taiwanese UHNWIs and families are mapping different routes to protecting, diversifying and growing their wealth.

Wealth and Asset Management

UBP Investment Outlook 2026 – Navigating changes, capturing opportunities

January 19, 2026

As 2026 unfolds, the global economy is entering a pivotal transition, shifting from fragmented resilience to resynchronised growth, while inflation is returning to a more normalised and moderate path.

Wealth and Asset Management

Sun rises over ‘brave new world’ of portfolio management

January 19, 2026

While asset and wealth managers are all gradually deploying AI to replace some human processes, their endgame must involve more client interaction if they are to succeed

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