Wealth and Asset Management Archives - Page 195 of 1525

Legacy in Transition: European Wealth Planning Enters a New Era – Insights from Alexandra Geiger

January 7, 2026

Advisers need to integrate structural knowledge, cultural understanding, and legal foresight to address the evolving needs of sophisticated clients.

Wealth and Asset Management

Cerity Partners Announces Merger with Austin Private Wealth

January 7, 2026

This expanded offering enhances depth across advanced estate and tax strategies, institutional-quality investment solutions, and multi-generational planning to support increasingly complex client needs.

Wealth and Asset Management

Investing in real estate: opportunities and perspectives in Switzerland and abroad

January 7, 2026

In most countries, real estate prices have been moving up in real terms over the past 22 years.

Wealth and Asset Management

Fifth Third Private Bank Named Best Private Bank for Seventh Year by Global Finance

January 7, 2026

Global Finance announced the honors for its 2026 World’s Best Private Bank Awards.

Wealth and Asset Management

DJH forms wealth management joint venture with Perspective Financial Group as it targets £100m revenues

January 7, 2026

The move will give the firm's clients access to 200 experienced wealth advisers in retirement planning, pensions and protection planning, working alongside its existing team of inheritance tax, trusts, wills and probate specialists.

Wealth and Asset Management

Saxo Reaches Key Milestone with DKK 1 Trillion in Client Assets

January 7, 2026

The bank has experienced remarkable growth in client assets in both its direct client segment and its institutional business.

Wealth and Asset Management

BOS: DPM Assets Grow Amid Demand for Singapore Equities

January 7, 2026

Such mandates allocate between 40 and 95 percent to Singapore equities, with the remaining invested in Singapore dollar-denominated bonds and cash.

Wealth and Asset Management

Apex Group enters agreement with Mercer’s Stand-Alone Administration Business

January 7, 2026

This strategic lift-out enables Apex Group to integrate Mercer’s experienced administration team and operational capabilities directly into its own business, enhancing service delivery and continuity for clients.

Wealth and Asset Management

Have digital assets gone mainstream?

January 7, 2026

Once laughed at, cryptocurrencies have now become part of the investment toolkit. Is this the moment for even the most sceptical investor to take a new look at digital assets?

Wealth and Asset Management

Business booms at Blue Whale as assets race towards £2bn

January 7, 2026

Annual profit jumps by 50% and turnover hits £10m at the Peter Hargreaves-backed funds business as investors flock to Stephen Yiu's top performing Growth fund.

Wealth and Asset Management

Lismor Capital Acknowledged Among the Fastest-Growing Wealth Management Firms of 2025

January 7, 2026

The recognition forms part of a wider industry awards programme highlighting firms that have demonstrated exceptional growth, innovation and client focus within private wealth and asset management.

Wealth and Asset Management

Goldman Sachs launches Ayco referrals program with Mercer, Wealth Enhancement on board

January 6, 2026

Citywire reported last year that Goldman Sachs was considering developing a new program which would refer clients from Ayco out to independent RIAs.

Cookie Notice