Wealth and Asset Management

15439 articles found

Solid earnings growth, despite choppy equity markets

key takeaways. Equity markets have been volatile, but underlying corporate fundamentals remain strong, with second quarter earnings growth accelerating and beating expectations Artificial intelligence continues to drive profits in the US, Japan and some emerging markets, but the earnings expansion has broadened considerably across sectors and industries Financials, materials and utilities are increasingly contributing to […]

Nour Private Wealth Explains Why The Wealthiest Families Are Redefining the Modern Multi Family Office

The wealthiest families are asking more of their advisors. Investment performance remains important, but it is no longer the sole measure of a successful advisory relationship.    Today, families seek a trusted partner who can coordinate the full complexity of multigenerational wealth, including business succession, estate planning, tax strategy, family governance, and philanthropic intent, within […]

Aspen Standard Wealth buys Denver advisory firm

Aspen Standard Wealth has acquired Denver Private Wealth Management (Denver PWM), a Denver-based wealth advisory business with about $550m in client assets.    Financial terms of the deal remain undisclosed.     Set up in 2014, Denver PWM advises affluent families, company owners, and senior executives.     Its services include investment management, retirement planning, tax-efficient planning, […]

ODDO BHF acquires International Fund Services & Asset Management (IFSAM)

The Franco-German financial Group ODDO BHF has entered into an agreement with FNZ, the leading global wealth management platform, to acquire International Fund Services & Asset Management (IFSAM), a Luxembourg-based fund platform. IFSAM is a B2B fund platform focused on distribution services, fund processing and execution, trailer fee administration, and technology solutions.    The integration […]

GAM Holding AG Announces H1 2026 Results

GAM’s transformation begins to deliver: Assets under management increase on strong gross inflows and improved performance, with client redemptions declining substantially. First-half year loss narrows materially due to leaner operating model and strict cost discipline.   Financial Highlights for H1 2026   • IFRS loss before tax narrowed by 39% to CHF 24.7 million (H1 […]

BBVA revamps business platform

BBVA Pivot, BBVA’s global platform for businesses, features a revamped user experience.   The update includes enhancements to account and payment management, new alerts and tracking tools, as well as the gradual rollout of Softoken—BBVA’s mobile authentication solution for authorizing transactions. These enhancements are further complemented by new analytics capabilities, enabling companies to manage their […]

Advent to acquire FNZ Bank, a leading independent wealth management banking and infrastructure provider in Germany

Advent has announced that, together with a consortium, including HarbourVest Partners (“HarbourVest”), it has agreed to acquire FNZ Bank from FNZ.    Following completion, the investors plan to support FNZ Bank through its next phase of growth, with long-term investment in technology and operational capabilities and a focus on further enhancing its product and service […]

Waystone Awards

We are proud to be recognised by asset management industry peers and publications for our range of expertise and solutions.   2026 Awards Industry body Award With Intelligence APAC Hedge Fund Services Awards 2026 Best Advisory Firm – Regulation and Compliance With Intelligence HFM European Services Awards 2026 Best Administrator – Boutique and Emerging Managers […]

International wealth insurance market expanding rapidly as sales rise 46% over past two years to £53.0bn in 2025

International wealth insurance sales expand materially to £53.0bn over past two years as priorities of High-Net-Worth (HNW) and Affluent individuals evolve Strong and growing demand for unit-linked solutions across the largest global regions supporting resilient and diversified market outlook Estimates show sales are projected to hit £87bn by FY 2030, driven by rising adoption and […]
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