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Wealth and Asset Management
15228 articles found
The great wealth transfer: Inside Gen X and Millenials’ £27.9 trillion succession
The hardest part of passing on wealth is never just the money; preparing the next generation for responsibility and purpose matters far more
Evelyn Partners including Bestinvest to become part of NatWest
The value of investments can fall as well as rise and that you may not get back the amount you originally invested.
The rise of UHNW women in the GCC: What to look for in a fiduciary partner
In the UAE, 30% of real estate portfolios are held by women, and more than 25,000 Emirati women entrepreneurs contribute over $16 billion annually to the economy.
Forbes Best-in-State 2026 Wealth Management Team in Pennsylvania
Smith Wealth Advisory Group has been named to the 2026 Forbes list of Best-in-State Wealth Management Teams in Pennsylvania
TISE raises more than £16k for Guernsey Cheshire Home
The funds raised during these activities were then matched by TISE.
Barclays posts strong Q4 results and announces another £1bn buyback
It also plans to return over £15 billion to shareholders between 2026 and 2028, equivalent to around 22% of its current market value and underpinning its capital return story.
WealthBriefing Swiss Awards 2026 – Double win for Edmond de Rothschild
The WealthBriefing Swiss Awards celebrate the most innovative and outstanding firms, teams and individuals in the wealth management industry.
Pictet Group: Assets Under Management Reach a Record
This is reflected in the unaudited results for 2025 released by the company on Tuesday.
New year, new plan: turning financial aspirations into reality
Gary Brownbridge explains why the start of the year is the ideal time to review your finances, refine your priorities and put a clear plan behind your long-term goals.
Deutsche Bank HausFX and BlackRock Aladdin Announce Partnership
As settlement cycles shorten and regulatory complexity increases, the need for automated operational workflows is critical.
Former Barclays and 7IM manager launches Quilter AR wealth firm
Gareth Munn has founded Control Point Wealth, an appointed representative of Quilter, aimed at business owners and entrepreneurs.