Wealth and Asset Management

14916 articles found

Wealth and Asset Management

Intesa Sanpaolo opens advisory service in CEE

Italian banking group Intesa Sanpaolo has expanded its European wealth management arm following the launch of its financial advisor network in Central and Eastern Europe.   The new model is already operating in Hungary and Slovakia and will be extended across the region as well as Egypt.   According to Intesa Sanpaolo, it plans to […]
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Wealth and Asset Management

Praxis private wealth specialist Alex Smedley shortlisted in eprivateclient Crown Dependencies NextGen Leaders list

Guernsey practitioner Alex Smedley has been named in the 2026 eprivateclient Crown Dependencies NextGen Leaders list, recognising his position as one of the sector’s emerging private client professionals.    The accolade recognises rising stars working across the private client advisory professions in Guernsey, Jersey and the Isle of Man.    It draws on PAM Insight’s […]
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Wealth and Asset Management

Julius Baer publishes Global Wealth and Lifestyle Report 2026

The Julius Baer Global Wealth and Lifestyle Report 2026 is being published against a complex and rapidly shifting global backdrop.    The past year has been defined by heightened geopolitical volatility, changing trade patterns, fluctuating exchange rates, and renewed concerns around inflation. While financial markets have remained resilient, these forces are having a tangible impact […]
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Wealth and Asset Management

Standard Chartered partners BlackRock to launch Asia Pacific multi-asset fund

Standard Chartered has announced the launch of its latest sub-fund under its Variable Capital Company  platform, with BlackRock acting as the sub-manager.   The Signature Select APAC Allocation Plus fund is an Asia-focused multi-asset strategy designed to serve as a one-stop solution for investors seeking broad Asia Pacific exposure. The fund provides diversified exposure, investing […]
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Wealth and Asset Management

Successful apprentices of the Obwalden Cantonal Bank

Seven young OKB employees received their diplomas last week, qualifying as commercial clerks (EFZ), IT platform developers (EFZ), or commercial clerks with a vocational baccalaureate. Melchior Krummenacher also successfully completed his internship as part of the vocational entry program for secondary school graduates (BEM). Damiano Casiraghi completed his apprenticeship as a bank clerk (EFZ) with […]
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Wealth and Asset Management

Hightower Signature Wealth Continues Expansion with Addition of $5B+ from Three Advisory Practices

Hightower Advisors has announced the continued expansion of its fully-integrated practice, Hightower Signature Wealth (HTSW), with the addition of Private Vista, LLC (Private Vista), Hightower Great Lakes, and The McGuirk & De Nevi Group (McGuirk & De Nevi).   Collectively, the three practices add approximately $5 billion in AUM*, 6 locations, and 40+ new team […]
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Wealth and Asset Management

Schroders Wealth Management responds to growing UHNW complexity with new Global Wealth Advisory service

Schroders Wealth Management, including Cazenove Capital, today announces the launch of its global wealth advisory service, a new strategic offering developed to address the growing complexity of our ultra-high-net-worth (UHNW) clients.   Officially launching today in the UK and in Switzerland and Asia later this year, this new service further enhances the firm’s broader client […]
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Wealth and Asset Management

Crestbridge Fiduciary achieves triple win at Jersey Compliance Awards

Crestbridge Fiduciary’s compliance and regulatory expertise has been recognised with a hat-trick of successes at this year’s Jersey Compliance Awards.   The firm’s Compliance and Regulatory Risk team won ‘Compliance Team of the Year – Independent Family Office Services’, whilst there was also individual success with Vicky Edwards, Associate Director, winning the ‘Governance Excellence – […]
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Wealth and Asset Management

Rise of the engaged investor: How wealth management is being rewritten

For decades, wealth management has been framed as a somewhat binary choice: delegate responsibility to an adviser or manage everything yourself. That distinction is no longer enough.   In volatile markets, sophisticated investors are asking how to stay involved while accessing the perspective, discipline and specialist support needed to make good decisions. They are not […]
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