Wealth and Asset Management Archives - Page 187 of 1525

UBP Investment Outlook 2026 – Navigating changes, capturing opportunities

January 19, 2026

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.

Wealth and Asset Management

Sun rises over ‘brave new world’ of portfolio management

January 19, 2026

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

Wealth and Asset Management

Azimut to acquire majority stake in Unifinance Group, strengthening its Brazil wealth and institutional platform

January 19, 2026

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.

Wealth and Asset Management

Lombard Odier – two centuries of personalised wealth management, and a strengthened growth dynamic in Spain

January 19, 2026

The Swiss private bank has positioned itself as a “boutique” wealth management firm committed to independence and a long-term vision. Founded in 1796, 2026 marks Lombard Odier’s 230th anniversary.

Wealth and Asset Management

Zurich asset manager relocates

January 19, 2026

Rieter Fischer Partners has moved its office to Zug.

Wealth and Asset Management

Shackleton and TrinityBridge in running for £10bn Hurst Point

January 19, 2026

Hawksmoor and Argentis’ parent company Hurst Point went on the market at the end of 2025.

Wealth and Asset Management

Positioning for growth and income in 2026

January 19, 2026

It was a positive year for capturing growth and income, framed, in simple terms by the impressive power of broadening out.

Wealth and Asset Management

Wealth management firm Logic Investments enters special administration

January 19, 2026

Joint special administrators Alexander Watkins and Edward Boyle will manage client claims against the firm

Wealth and Asset Management

Amethis and Edmond de Rothschild Private Equity announce the final closing of Amethis Fund III in line with its target at EUR 406M

January 19, 2026

AFIII is the third vintage of Amethis’ flagship pan-African strategy.

Wealth and Asset Management

This Growth Strategy Manages Wealth at All Net-Worth Levels

January 16, 2026

The sessions focus on personalizing household solutions, multi-generational planning and investing, and demystifying alternatives.

Wealth and Asset Management

Quilter Cheviot Europe completes deal to acquire GillenMarkets

January 16, 2026

This acquisition expands QCE’s presence in Ireland and continues the evolution of its integrated investment management and financial planning offering for clients in Ireland and throughout Europe.

Wealth and Asset Management

Asset and wealth managers face a profitability paradox

January 16, 2026

The industry keeps growing—and in both assets and revenue—but profit margins are shrinking. Here’s how firms can adapt.

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