Wealth and Asset Management Archives - Page 64 of 1525

GAM special situations managers cross 5% ownership threshold in Liontrust and build a position in Impax, citing continued engagement and deep undervaluation

July 16, 2026

On Friday 10 July 2026, two GAM-managed special situations investment portfolios declared an interest in over 5% of Liontrust Asset Management PLC’s (LON:LIO) shareholder capital. This follows a publicly announced previous interest of 3.6% and an open letter to Liontrust’s CEO sent in March 2026. In this letter, the co-portfolio managers, Albert Saporta and […]

Wealth and Asset Management

UBS tries to crack the American market at last

July 16, 2026

UBS wants to convince investors it is not just a European bank. First, it has to prove it can make more money in America. A national banking licence and a return to client inflows have given the Swiss bank’s US wealth business cause for optimism after a bruising period of adviser departures, weak profitability […]

Wealth and Asset Management

Morgan Stanley wealth management boosted by SpaceX millionaires

July 16, 2026

Newly minted millionaires from blockbuster IPOs such as SpaceX funnelled more than $74bn to Morgan Stanley’s wealth management division in the second quarter, part of a storming performance by the Wall Street bank. The client inflows came on top of the $100mn in fees Morgan Stanley’s investment banking arm earned from the SpaceX listing, […]

Wealth and Asset Management

Netwealth posts record FUA as managed accounts top $30bn

July 16, 2026

Netwealth has capped off another record year, growing funds under administration (FUA) to $135.7 billion as strong adviser inflows and improving markets offset elevated withdrawals from a handful of ultra-high-net-worth clients. The wealth platform reported quarterly custodial inflows of $8.2 billion for the three months to June 30, up 11% from a year earlier, […]

Wealth and Asset Management

Wealth manager expands with heartland region moves

July 16, 2026

A national wealth management firm has bolstered operations with a twin market move. Fairstone has bought Grainger Financial Planning and Riverstone Wealth Management. Bosses say the swoop for the businesses – which operate in Sunderland-headquartered Fairstone’s North East heartland – “demonstrates its commitment to further growth” in the region. The deals come […]

Wealth and Asset Management

Unlocking Profitable Growth Through Scalability in Wealth Management

July 16, 2026

Scalability and innovation are two words that are used without fail in conversations about technology and AI in wealth management. Most seem to lean towards innovation being the key to achieving a competitive edge, however recent research from Objectway in collaboration with FT Longitude seems to suggest otherwise. Firms that are able to achieve […]

Wealth and Asset Management

Groupe Banque Richelieu reaches €11 billion in assets under management and displays remarkable financial strength

July 16, 2026

Groupe Banque Richelieu confirms its ambition to become a major player in international wealth management. The Group has not only reached a symbolic milestone but has also consolidated its growth through strategic operations, notably the acquisition of its Swiss subsidiary and the creation of Richelieu Invest, while demonstrating remarkable financial strength. This momentum paves […]

Wealth and Asset Management

Rathbones warns business owners at risk on pensions

July 15, 2026

Rathbones tells Pensions Commission entrepreneurs and business owners drive wealth creation but face significant retirement challenges Wealth manager calls for a simpler, more stable pensions system to rebuild confidence in long-term saving, notably by those driving growth Rathbones has called for a simpler, more predictable pensions framework that supports business owners and entrepreneurs without deterring […]

Wealth and Asset Management

DBS Plans to Push Retail and Wealth AUM Past S$1 Trillion

July 15, 2026

DBS wants to add about S$400 billion in assets under management over five years as it expands its wealth business across Asia. The bank is targeting more than S$1 trillion in retail and wealth AUM by 2030, The Business Times reported. Total AUM reached S$644 billion in the first quarter of 2026, with […]

Wealth and Asset Management

J.P. Morgan Payments contributions to firm-wide Q2 2026 earnings

July 15, 2026

On July 14, JPMorganChase announced its firm-wide financial results for the second quarter of 2026. As part of the bank’s $58B in managed revenue for the quarter, J.P. Morgan Payments delivered $5.3B in Q2 2026 revenue, up 12% year over year It was the best quarter of all time for the Payments business and […]

Wealth and Asset Management

Apollo Funds Complete Acquisitions of Emerald and Questex, Creating a Scaled, B2B

July 15, 2026

Apollo has announced that Apollo-managed funds have completed the acquisitions of Emerald Holding, Inc. and Questex, LLC. The transaction brings together two highly complementary businesses to create a leading B2B experiential events and media platform with enhanced scale, expanded capabilities, and a strong foundation for growth. As previously announced, Paul Miller has assumed […]

Wealth and Asset Management

Northern Trust AM launches Shariah equity index strategy

July 15, 2026

Northern Trust Asset Management has launched a Shariah-compliant equity index strategy designed to meet the needs of institutional investors across the Middle East, Southeast Asia, and the United Kingdom. The strategy builds on NTAM’s experience of Shariah-compliant investing where it currently manages US$1.2 billion in the MSCI World Islamic M-Series Index, via segregated mandates. […]

Cookie Notice