Wealth and Asset Management Archives - Page 64 of 1500

The future of asset management: strategies for differentiation

June 15, 2026

If you were to build the asset manager of the future, what would you prioritize and where would you invest? Drawing on plans and predictions from asset management CFOs worldwide, combined with our deep sector experience and client insights, this report offers a forward-looking perspective on the industry’s future. Download our report to […]

Wealth and Asset Management

Kuwait Finance House wins 3 Global Private Banking Innovation Awards

June 15, 2026

Kuwait Finance House has won three prestigious awards at the Global Private Banker “Global Private Banking Innovation Awards 2026”: Best Private Bank – Kuwait, Best Private Bank for Islamic Services, and Best Private Bank for Discretionary Portfolios – Kuwait. These awards reflect KFH’s leadership and successful strategy to become the premier Sharia-compliant private banking […]

Wealth and Asset Management

Partners Group statement regarding its evergreen vehicles

June 15, 2026

Partners Group is issuing this statement following media interest in unfounded market rumors alleging that the firm is considering additional liquidity restrictions on or freezing its evergreen vehicles. Partners Group has no intention of altering any documented liquidity mechanisms and has no plans to freeze any of its evergreen vehicles, given their portfolios are […]

Wealth and Asset Management

Union Bancaire Privée’s YT Kum: The market is well suited to hedge funds and systematic strategies

June 15, 2026

As part of our series of exclusive gatekeeper interviews, FSA speaks with Yan Ting (YT) Kum, head of managed solutions advisory, North Asia at Union Bancaire Privée. YT is head of managed solutions advisory, North Asia for Union Bancaire Privée. He is responsible for enhancing the bank’s fund offering and driving growth and penetration […]

Wealth and Asset Management

Lombard Odier wins six accolades at the 2026 WealthBriefing Asia Awards

June 15, 2026

Lombard Odier has been recognised in six categories at the 2026 WealthBriefing Asia Awards and the WealthBriefing Asia Greater China Awards, reflecting the strength of our capabilities and the consistency of our client offering in the region. Strong recognition across Asia At the WealthBriefing Asia Awards, we were honoured in three key categories: Best […]

Wealth and Asset Management

Morgan Stanley is opening wealth management to AI agents

June 15, 2026

Their AI agent bet isn't really about AI For most of the past two years, Wall Street's AI conversation has revolved around models, chips, and eye-watering infrastructure spending. Investors have poured money into anything connected to the AI supply chain, while banks quietly experimented with productivity tools behind the scenes. Morgan Stanley's latest […]

Wealth and Asset Management

Technology firms prepare for blast-off with mega IPOs

June 15, 2026

At least three firms planning initial public offerings (IPOs) in 2026 could achieve valuations above $750 billion, potentially placing them among the 25 most valuable publicly traded companies in the US. Although IPO issuance is expected to be strong, US companies are likely to be net buyers – not sellers – of equities in 2026. […]

Wealth and Asset Management

Rothschild & Co to acquire Marcard, Stein & Co, strengthening growth in German wealth management

June 15, 2026

Rothschild & Co has signed an agreement to acquire 100 per cent of the shares in Hamburg-based Marcard, Stein & Co. This transaction demonstrates Rothschild & Co’s continued commitment to its German wealth management business in a strategically important market to the Group. As part of the acquisition of the long-established Hamburg private bank, […]

Wealth and Asset Management

BBVA, Banco Santander and CaixaBank launch Fraudfense Check to strengthen the banking sector’s fight against financial crime

June 15, 2026

FrauDfense has announced the go-live of FrauDfense Check, its first operational service. This initiative highlights the pioneering and innovative role of the three institutions in promoting sector-wide collaboration models, positioning the Spanish financial industry as an international benchmark in fraud prevention. FrauDfense has developed an advanced, high-performance technology platform designed to operate in […]

Wealth and Asset Management

From Syz to Byz: riding the rocky road of private markets

June 15, 2026

The tale of the Syz family in Geneva is one of the Swiss private banking world’s most public success stories. It has not been without upheavals, mirroring the industry’s transformation from secret tax-saving cabal to investment-led hub of expertise. Along with two partners, Eric Syz, a refugee from Geneva stalwarts Lombard Odier, launched his […]

Wealth and Asset Management

Existing Single Family Offices Get One Year to Meet New MAS Rules

June 15, 2026

Singapore will roll out an updated framework for Single Family Offices (SFOs) on 15 June 2026, streamlining exemptions while enhancing regulatory monitoring. The Monetary Authority of Singapore (MAS) said the changes will give qualifying SFOs a simpler process to establish operations in the country. Under the framework, eligible SFOs will not need to […]

Wealth and Asset Management

Wealth management is going institutional, but what does that mean for your clients?

June 15, 2026

The wealth management industry is undergoing a quiet but profound transformation with RIAs consolidating, clients demanding more, and the strategies once reserved for large institutional investors making their way into advisor portfolios. Christina Kopec Rooney, Head of US Wealth at Wellington Management, which supports more than $600 billion in US wealth assets, joined the […]

Cookie Notice