AI euphoria unnerves LGT Wealth
Commenting on its portfolio positioning, the wealth manager expressed concern about the dominance of AI companies in the US indices.
Wealth and Asset Management
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SEI Completes First Stage of Strategic Investment in Stratos Wealth Holdings
Business Partnership Highlights Commitment to Helping Advisors Scale and Grow
Investec and L&G surpass €5bn milestone
Through this collaboration, L&G and Investec have helped broaden access to flexible term loan solutions for private market sponsors, creating one of the most established and scalable institutional funding platforms in the market.
Leonteq completes transition to FRTB and publishes business update
At the same time, despite a steady improvement in client activity, Leonteq recorded a notable reversal of positive hedging contributions and expects to report an underlying loss for 2025.
UBS Billionaire Ambitions Report 2025: The Rise of a New Generation
In 2025, global billionaire wealth reached an all-time high, driven by business innovation and the largest, multi-generational inheritance wave in the history of this report.
Pictet backs European revival with new quant fund
Pictet Asset Management has launched the new equity strategy - Pictet-Quest European Revival.
SIX to Integrate SIX x-clear and BME Clearing into One International and Multi-Asset CCP
The acquisition of BME by SIX laid the foundation for a pan-European growth platform and strengthened SIX’s position in EU capital markets.
JP Morgan AM bets on semi-liquids in multi-asset alts push
The $4tn asset manager is sticking its flag in the private markets kingdom, gearing up for semi-liquid launches 'in the not-so-distant future'.
Mercer Advisors acquires Glass Jacobson
The deal strengthens Mercer Advisors’ presence in the Mid-Atlantic region and expands its reach across the Baltimore and Washington.
Schroder AsiaPacific Fund plc – Full Year Results
The Articles of Association require the Board to propose a continuation vote at the 2026 AGM.
Gen Z Wealth Is Rising and This 8% Dividend Fund Stands to Benefit
I bring this up because it’s easy to lose sight of that these days, with the news cycle constantly amping up the fear, most recently on worries about an AI bubble.
Intergenerational Wealth: The challenges of passing wealth between generations
Take the value of the UK housing stock alone that’s worth over £9 trillion.