Wealth and Asset Management

15196 articles found

Wealth and Asset Management

Quilter partners with Plain Numbers to strengthen vulnerable customer communications

Quilter has announced a one-year partnership with Plain Numbers, a communications specialist focused on helping organisations make numbers easier for customers to understand.   The Plain Numbers Method is an evidence-based, extensively tested approach that can be applied across a wide range of customer communications. It focuses on presenting numbers clearly and putting them in […]
Read More
Wealth and Asset Management

FINMA guidance on quantum computing

The Swiss Financial Market Supervisory Authority FINMA has today published its guidance on quantum computing.    The guidance presents the results of a survey on the opportunities and risks posed by quantum computers and discusses possible measures to mitigate the cyber risk posed by powerful quantum computers.   Between November 2025 and January 2026, FINMA […]
Read More
Wealth and Asset Management

Wealth advisers must navigate private market challenges

Private markets are playing an increasingly central role in how wealth is created and accessed. According to Morgan Stanley, private investment strategies have outperformed small-cap US public equities across three, five and 10-year horizons.   Meanwhile, the opportunity has expanded dramatically. There are now more than 17,000 US private companies generating over $100mn in annual […]
Read More
Wealth and Asset Management

Allspring and Pictet join CityHive’s ACT list

Allspring Global Investments and Pictet Asset Management have become ACT signatories.    The additions bring the total number of firms in the ACT list to 42.   Assets under management run by ACT signatories have reached £13.9trn, with Allspring accounting for £467bn and Pictet £269bn.   Andy Sowerby, CEO at Allspring Global Investments (UK), said: […]
Read More
Wealth and Asset Management

Quilter Financial Planning welcomes SRB Financial Planning as a new strategic partner firm

Quilter Financial Planning, part of FTSE 250 wealth manager Quilter plc, has welcomed SRB Financial Planning to its advice network as a new strategic partner firm.   SRB Financial Planning, based in Bellshill in Scotland’s central belt, has approximately £250 million of assets under advice and is run by Steve Brough. The family‑run firm has […]
Read More
Wealth and Asset Management

Broadridge Delivers Next-Generation Reconciliation Platform to Raiffeisen Bank International

Broadridge Financial Solutions, Inc. has announced that Centralised Raiffeisen International Services & Payments S.R.L. (CRISP), the shared service centre for Raiffeisen Bank International (RBI)Opens in new tab, has upgraded to Broadridge's next-generation reconciliation platform BRx Match.    The implementation supports CRISP's growing business requirements to enhance efficiency, transparency and accuracy across a host of markets […]
Read More
Wealth and Asset Management

Brooks Macdonald: Fourth Quarter FUMA Update

Brooks Macdonald Group plc has announced flows and funds under management and advice ("FUMA") for the three months ("quarter" or "Q4") and the year ended 30 June 2026 (“FY26”).   Learn more from our CEO, Andrea Montague, in this short highlights video below:    FY 26 flows & Q4 FUMA update video    Andrea Montague, […]
Read More
Wealth and Asset Management

Top 50 firm merges wealth managers in restructuring

Copernicus Wealth Management has absorbed affiliated firm Finpartner Financial Services.   It is part of a broader restructuring, involving changes to several senior management roles and departments.   ‘This integration and the consequent reorganisation should enable us to be more efficient, cost-optimised, and more focused on servicing clients on a tailor-made basis. We expect a […]
Read More
Wealth and Asset Management

Stable half-year results for BCJ

The Cantonal Bank of Jura (BCJ) reports stable results for the first half of 2026. Half-year profit amounted to CHF 9.0 million, compared to CHF 8.9 million in the same period of the previous year.   The operating result reached CHF 20.7 million, an increase of CHF 4.1 million.   As for the total balance […]
Read More
Wealth and Asset Management

Two Guernsey trust professionals recognised as Crown Dependencies ‘NextGen Leaders’

Two members of Saffery Trust’s Guernsey team have been named in the 2026 eprivateclient Crown Dependencies NextGen Leaders list.   Lily Simmons and Rhiannon Pollmer, both Assistant Managers at Saffery Trust, have been recognised in the annual listing, which highlights rising stars within the private client advisory sector across Guernsey, Jersey and the Isle of […]
Read More
1 … 62 63 64 65 66 … 1,267