Wealth and Asset Management Archives - Page 170 of 1562

Partners Group Shares Face Sector Headwinds Despite Strong Performance

March 26, 2026

Swiss asset manager's shares drop 16.76% YTD as sector-wide AI disruption fears overshadow strong 19% EBITDA growth and strategic wealth management expansion.

Wealth and Asset Management

Swiss Wealth Managers Name Their Preferred Custodian Banks

March 26, 2026

The association brings together 42 of the country’s largest independent asset managers.

Wealth and Asset Management

Hong Kong close to proposing tax cuts to lure asset and wealth managers: source

March 26, 2026

Dubai and Singapore’s tax perks draw fund managers, pulling wealth and investment away from Hong Kong

Wealth and Asset Management

Lombard Odier’s new headquarters certified the most sustainable building in Switzerland according to BREEAM

March 26, 2026

The use of renewable energy, the high-quality thermal envelope, and intelligent ventilation technologies enable the building to achieve performance levels unmatched in Switzerland.

Wealth and Asset Management

Lombard Odier recognised for best customer-facing digital capabilities at the WealthBriefing European Awards 2026

March 26, 2026

The annual WealthBriefing European Awards recognise the industry’s most innovative and outstanding firms, teams, and individuals.

Wealth and Asset Management

Merrill and Bank of America Private Bank Launch AI-Powered Meeting Journey

March 26, 2026

AI solution modernizes the full lifecycle of client engagement

Wealth and Asset Management

Lighthouse Canton sweeps Euromoney 2026; Named best independent wealth manager across Asia, Singapore and UAE

March 26, 2026

Recognised for independent wealth management excellence as the institution continues to scale its cross-border platform

Wealth and Asset Management

Edinburgh wealth advisor acquired by new firm

March 26, 2026

Nine Edge has since moved quickly to secure its first acquisition of Edinburgh-based RMS Financial Ltd, a firm founded in 2013 by financial advisor Richard Murray.

Wealth and Asset Management

ZKB places two systemically important banks positively on Credit Watch

March 26, 2026

The Zurich Cantonal Bank is reviewing the debt ratings of Raiffeisen Switzerland and UBS Group with a view to upgrading them. It has also modified its rating model for Swiss banks and is now publishing standalone ratings as well.

Wealth and Asset Management

Composition Wealth Welcomes $900 Million Edgewater Wealth Management, Expanding Firm's Northwest Footprint

March 25, 2026

Team joins national firm for greater growth opportunities, expanded investment capabilities and client resources

Wealth and Asset Management

L&G and Manulife Wealth & Asset Management Announce Strategic Global Partnership

March 25, 2026

This partnership underscores the joint commitment to delivering diverse investment solutions and expanding access to differentiated strategies for institutional, retirement, and retail clients globally.

Wealth and Asset Management

LGT Wealth Management UK Partners with Addepar to Support Client Service and Data-Driven Insights

March 25, 2026

Addepar will provide LGT Wealth Management UK with a flexible, integrated data foundation that supports clear, tailored client reporting and a consistently high standard of personalised service.

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