Wealth and Asset Management Archives - Page 41 of 1494

Why Modern Wealth Management Demands a Holistic Approach

July 14, 2026

Modern financial planning is about adapting, innovating and resilience. Governments aren’t afraid to rip up the rule book, making financial planning more complex than ever. A good example is when Keir Starmer announced he is stepping down as Prime Minister, ending months of pressure from inside his own party after a bruising run […]

Wealth and Asset Management

Zuger Kantonalbank achieves pleasing half-year results for 2026

July 14, 2026

Zuger Kantonalbank achieved a result on par with the previous year in the first half of 2026. Operating profit amounted to CHF 82.3 million (-0.2 percent), and net profit increased by 0.6 percent to CHF 71.4 million. Growth in the investment and asset management business significantly strengthened profitability. Income from commission and service fees […]

Wealth and Asset Management

Wealth Enhancement Announces Acquisition of WealthShield Partners and Madison Oaks Wealth Partners with Over $993 Million in Client Assets

July 14, 2026

Wealth Enhancement has announced it has acquired the investment advisory business of Raleigh-area WealthShield Partners, led by Managing Partner Robert Leggett, and its affiliated wealth management practice, Madison Oaks Wealth Partners, led by Managing Partner Scott Lord and partners Kenny Bollinger, Stuart Gay, and John Maher. Madison Oaks Wealth Partners operated as a DBA […]

Wealth and Asset Management

Caroline Primrose and Jeremy Vaughan recognised in Spear's 500

July 14, 2026

We are delighted that Caroline Primrose and Jeremy Vaughan have once again been recognised in the Spear's 500 Wealth Management Index 2026, with both named as Top Recommended HNW Wealth Managers. The Spear's 500 is widely regarded as one of the leading guides to wealth management professionals serving high-net-worth individuals and families. Caroline […]

Wealth and Asset Management

Private banks’ love affair with infrastructure continues

July 14, 2026

European and global private banks are particularly keen on infrastructure investments, as access becomes easier for individual investors in the asset class that is largely seen as a hedge against inflation. All but two of the 17 groups surveyed in Citywire’s annual asset allocation study on private markets said they are increasing allocations to […]

Wealth and Asset Management

New investment playbook: HSBC Private Bank targets AI and energy independence

July 13, 2026

Artificial intelligence, energy independence, and national security are set to drive the next wave of strategic investments and fuel global corporate earnings, according to HSBC Private Bank. In its Q3 2026 Investment Outlook, the bank notes that rising global competition and shifting security priorities are creating the urgency and policy support necessary to sustain […]

Wealth and Asset Management

Central banks have taken a tougher stance – but for how long?

July 13, 2026

This criticism, whilst admittedly easy, is nonetheless justified: whilst oil prices are plummeting towards their lowest levels since February, the Fed and the ECB, have just tightened the screws. The contrast is striking. The truce remains fragile, and yet the price per barrel continues to fall. Meanwhile, the ECB has raised its key rate […]

Wealth and Asset Management

Standard Chartered announces global collaboration with BlackRock’s Aladdin Wealth to enhance myWealth Advisor

July 13, 2026

Standard Chartered has announced a global collaboration with Aladdin Wealth, BlackRock’s wealth management technology platform, to further strengthen the Bank’s wealth advisory and risk management capabilities for its relationship managers and investment advisors through its myWealth Advisor platform. The collaboration builds on the broader partnership between the Bank and BlackRock and reflects Standard Chartered’s […]

Wealth and Asset Management

Ogier lawyers recognised as eprivateclient’s 2026 Crown Dependencies NextGen leaders

July 13, 2026

George Yates and Kathryn Macken from Ogier’s Private Wealth team have been named in eprivateclient’s latest Crown Dependencies NextGen list. The annual list is a collection of rising stars in the private client advisory profession. It recognises individuals with fewer than 15 years' experience who are "shaping the future of private wealth" across Jersey, […]

Wealth and Asset Management

Passing on wealth is one thing. But how do you keep control?

July 13, 2026

Are we asking the wrong question when we compare Family Investment Companies (“FICs”) and trusts? In this piece, Sarah Bell, Senior Manager, Family Office at Altum Group explores what’s really changing and the strategic shifts taking place with a push towards governance, control, and how families are thinking long-term. A Practical Approach to […]

Wealth and Asset Management

Churchill Asset Management and Seviora Close Approximately $400 Million Collateralized Fund Obligation Combining U.S. and Asian Private Capital Strategies

July 13, 2026

Churchill Asset Management LLC and Seviora Holdings Pte. Ltd. have announced the closing of an approximately $400 million Collateralized Fund Obligation (the “CFO”). The CFO invests across Churchill’s U.S. junior capital and private equity secondaries strategies and Seviora’s Asian private credit and global fund-of-funds strategies, providing institutional investors with diversified exposure across sponsors, investment […]

Wealth and Asset Management

Forbes Ranks Pence Wealth Management’s Laila Pence No. 1 Among Southern California Women Advisors

July 10, 2026

Laila Pence, president and co-founder of Pence Wealth Management, has been named the No. 1 Best-In-State Top Women Wealth Advisor in Southern California by Forbes. She also ranked No. 8 nationally on the publication’s 2026 list of America’s Top Women Wealth Advisors, further elevating the Newport Beach-based firm’s profile in the competitive wealth management […]

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