Wealth and Asset Management

15379 articles found

Wealth and Asset Management

Record 1 in 3 Dollars Flow into Private Equity Among Ultra-High-Net-Worth Investment Portfolios in Q2 2026

TIGER 21 has released highlights from its Q2 2026 Asset Allocation Report (AAR).    The insights, gathered from portfolio allocation data submitted by Members, point to the consolidation of long-term trends in how wealth creators are positioning their portfolios, with private equity establishing itself as the dominant asset class at a record 34% of allocations, […]
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Wealth and Asset Management

Half year results for the six months ended 30 June 2026

Strong investment performance and net inflows across our diversified range of strategies Record AUM1 of $253.6 billion as at 30 June 2026 (31 December 2025: $227.6 billion) Positive investment performance of $19.8 billion, +0.4% relative to peers[KPI], with continued strength from our multi-strat Net inflows of $7.1 billion, 3.4% ahead of the industry[KPI] 46% increase […]
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Wealth and Asset Management

Investcorp Invests in Berger Financial Group

Investcorp has announced that it has invested in Berger Financial Group, Inc. (“Berger”), a leading full-service wealth management platform providing comprehensive financial advisory services to individual investors and retirement savers across the United States.   Investcorp has a well-established history of investing in specialized business and professional services firms, with notable investments including PKF O’Connor […]
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Wealth and Asset Management

The broadening of Swiss stocks appeal

Investors worldwide are asking themselves which sectors will benefit from the next wave of AI winners. While technology firms have dominated equity returns for much of the last two years, improved productivity and earnings are now starting to filter into the adopters of AI.    This shift could benefit Switzerland’s healthcare and financial firms, two […]
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Wealth and Asset Management

Lighthouse Canton unveils dedicated wealth management platform for non-resident Indians

Lighthouse Canton has launched a wealth management platform catering to the cross-border financial needs of non-resident Indians (NRIs) and overseas investors.   The Singapore-based investment firm highlighted that the Indian diaspora is the largest in the world with approximately 35 million Indian people living outside the country.   According to Reserve Bank of India data, […]
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Wealth and Asset Management

Wealth managers face a new challenger: their clients’ AI chatbots

Even high-net-worth clients who can afford top-notch advisors are asking artificial intelligence chatbots like Claude for portfolio recommendations and tax advice, wealth management leaders told CNBC.    “My personal opinion is that ChatGPT is the single largest investment advisor in the world right now,” said Matthew Fleissig, CEO and cofounder of Pathstone, a registered investor […]
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Wealth and Asset Management

RBC Wealth Management Europe to hire more than 70 expert advisers in next phase of growth

RBC Wealth Management have announced the next stage of its Strategic Hiring Programme with plans to hire more than 70 experienced client-facing professionals across the UK, Jersey and Republic of Ireland by the end of 2027, as part of the firm’s wider ambition to accelerate growth.   RBC Wealth Management’s growth-focused hiring programme has been […]
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