Wealth and Asset Management

15321 articles found

Wealth and Asset Management

Barclays Publishes Interim 2026 Results and Sets Out Investor Engagement Programme

Barclays has published its interim results for the six months ended 30 June 2026, providing an update on performance across its core businesses, including Barclays UK, Corporate Banking, Private Bank and Wealth Management, Investment Banking and its US Consumer Bank.    The report also explains how management uses both IFRS and non-IFRS financial measures to […]
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Wealth and Asset Management

Sun Life launches Private Wealth platform targeting high-net-worth clients

Sun Life announced on Tuesday the launch of Sun Life Private Wealth, an integrated platform supporting high-net-worth and ultra-high-net-worth clients to build, preserve and transfer wealth across generations.   Sun Life’s 2025 legacy planning research found that 67 percent of HNW respondents in Singapore and 44 percent of HNW respondents in Hong Kong are concerned […]
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Wealth and Asset Management

From Overload to Focus: UBP’s Digital Detox Session

UBP recently welcomed colleagues in Geneva to a session of its Well‑Being Talks. The series of mini-conferences is designed as a forum to help employees look after their physical and mental health.   This session, titled ‘Digital Detox’ and featuring Mario Sgarrella, Founder of Unpluggo, was about harnessing the power and value of technology without […]
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Wealth and Asset Management

AMCAP Launches 'Agentic AI' Platform, Betting Conversational Intelligence Will Reshape Wealth Management

AMCAP Capital Management has officially launched AMCAP Agentic AI, an autonomous intelligence platform designed to overhaul private wealth management and asset allocation.    Moving beyond traditional passive algorithmic trackers, the system introduces a multi-tiered framework featuring conversational AI concierges that calibrate investor portfolios via natural dialogue.    The deployment comes as global asset managers race […]
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Wealth and Asset Management

Corient Continues to Expand in New York with Addition of Seven Bridges Advisors

Corient has announced the addition of Seven Bridges Advisors LLC (“Seven Bridges”), a New York-based registered investment advisor with $4.9 billion in assets under management.   Founded by Larry Cohen, Seven Bridges is a multi-family office and wealth manager serving entrepreneurs and founders, financial services executives and ultra-high-net worth families. The firm provides comprehensive wealth […]
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Wealth and Asset Management

HLB Private Bank debuts two private market funds

HLB Private Bank has launched two new funds with Gaia Investment Partners.   The Global Private Equity Fund-of-Funds II (Total Returns Focused) is designed for long-term capital compounding and targets a net internal rate of return (IRR) in the mid-teens, the private bank said.   The fund’s portfolio is allocated across mid-market buyouts, co-investments, secondaries, […]
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Wealth and Asset Management

OCBC has expanded its invite-only GENesis programme to include the children of high-net-worth customers in Hong Kong.

OCBC has expanded its invite-only GENesis programme to include the children of high-net-worth customers in Hong Kong.   Now in its third year, the exclusive programme has grown steadily since its inception with 27 participants from Singapore, Malaysia, Indonesia and Hong Kong. More than half of this year’s cohort come from families where at least […]
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