Rothschild and Ruffer alumni launch investment firm
CIE Partners has been established by Katie Moran and Jenny Renton.
Wealth and Asset Management
14996 articles found
Jade Fellowes Shortlisted for Woman of the Year – Professional Services at the Citywealth Powerwomen Awards 2026
The awards ceremony will take place on 4 March 2026 in London, bringing together leaders from across the global wealth sector.
Liontrust may be ‘turning a corner’ despite another £1bn outflow
CEO John Ions pointed to institutional net inflows of £330m as one bright spot to end the year.
Asset diversification: the key to modern wealth management
The basic idea behind diversification is to spread your wealth across different types of investments.
Wealth Management Announces "Ten to Watch in 2026" List
Who is behind the future when it comes to the business of financial advice?
Bank of Singapore Looks Beyond 2026
For investors, the edge won’t come from chasing beta, but from building for a structurally different cycle.
Succession planning in the GCC: Experts warn families can no longer afford to delay
In the GCC, he said, this shift is already under way, as first-generation founders begin passing assets to younger family members who often have very different priorities and expectations.
LGT and LLB establish Liechtensteinisches Pfandbriefinstitut
The new institute closes a gap in the Liechtenstein capital market and strengthens the long-term stability of the financial centre.
Bergos Gets New Operational Management
He will support the transition of CEO responsibilities to the new management until the summer and will remain closely and amicably connected to Bergos thereafter.
UBS boss Sergio Ermotti plans to step down in April 2027
Race for coveted role comes as bank fights Swiss government over threat of more stringent capital buffers
UBS CEO succession: Who is in the lead?
The process was initiated much earlier, immediately after Ermotti's return to UBS.
Leonteq receives BaFin license extension
This marks an important step in the expansion of its retail flow business in the German market.