REITs may be worth another look in 2026, advisors say
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
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Former partners lead takeover of wealth manager Octogone
Gulf businessman Hareb Al Darmaki’s Almha Capital also becomes a shareholder in Geneva-headquartered Octogone.
Barclays adds to cricket portfolio and Lord’s partnership by becoming principal partner of Lord’s-based cricket team, London Spirit
This partnership strengthens Barclays’ role across all levels of cricket at Lord’s, from elite competition to grassroots development.
W1M becomes FEIFA Gold Partner to strengthen support for British Expat Advisers
This partnership supports W1M’s strategic objective to deepen its engagement with British expat advisers, particularly in key markets such as Spain and Switzerland.
HSBC Establishes AI Partnership for Legal Function
The pilot will bring the AI platform into the bank’s global legal function to support controls and security aligned to regulatory expectations.
Combining algorithms and client goals
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
UBS clears first hurdle in bid for full US banking licence
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.
Align Wealth Management team recognized by Forbes
The rankings are based on data provided by thousands of the nation’s most productive advisors and their teams.
Chinese and Taiwanese wealth map different paths
As wealth grows, Chinese and Taiwanese UHNWIs and families are mapping different routes to protecting, diversifying and growing their wealth.
UBP Investment Outlook 2026 – Navigating changes, capturing opportunities
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.
Sun rises over ‘brave new world’ of portfolio management
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
Azimut to acquire majority stake in Unifinance Group, strengthening its Brazil wealth and institutional platform
The transaction is designed to further reinforce Azimut’s presence in Brazil as part of the Group’s broader global expansion strategy in priority markets, with a continued focus on quality and long-term value creation.