Wealth and Asset Management

15321 articles found

Chambers High-Net-Worth guide recognizes Withers as a leading firm globally in 2026

Chambers and Partners High-Net-Worth – a publication designed specifically to help successful individuals find the right law firm for their needs – has, once again, recognized our expertise in this area in their 2026 guide, identifying Withers as a leading firm across multiple practice areas and jurisdictions worldwide for the following practice areas:   Private […]

Swiss Private Bank Makes First Investment Into Mbanq’s Newly Launched Note Listed on Düsseldorf Stock Exchange

Mbanq has announced that its newly established institutional funding program has received its inaugural investment from a leading Swiss private bank.   The investment marks an important milestone in the development of Mbanq's institutional funding capability and supports the continued expansion of the company's lending and Earned Wage Access (EWA) platform.   Earned Wage Access […]

UBS Group stock holds firm as wealth management growth offsets investment banking volatility

UBS Group stock reflects a business mix where expanding wealth management revenue and higher net profit cushion uneven investment banking income, while integration of the Credit Suisse acquisition reshapes capital and returns.   UBS Group stock represents one of Europe’s most closely watched financial names as the Swiss banking and wealth management group (ISIN CH0244767585) […]

Northern Trust stock trades steadily as wealth fees offset softer markets

Northern Trust stock reflects a balance between resilient fee income and market-driven volatility, with recent quarterly figures highlighting how wealth and asset servicing revenue underpin profitability despite a challenging environment.   Northern Trust stock mirrors a business that depends heavily on market-related revenue but has shown resilience through diversified fee income and disciplined cost control.  […]

UBS Wealth Advice Center Expands National Footprint with New Hub at 23Springs in Uptown Dallas

UBS Wealth Advice Center opens its third major hub at 23Springs in Uptown Dallas, alongside locations in Weehawken, NJ, and Charlotte, NC The 26,000-square-foot office can accommodate more than 170 Financial Advisors, leaders and support teams A dedicated training facility will help develop emerging Financial Advisors, supporting next-generation wealth management talent UBS plans to attract […]

Utmost Summer 2026 Navigator: The growing importance of structural optionality in wealth planning

Utmost, a leading global provider of insurance-based wealth solutions, has issued the Summer 2026 edition of Navigator.    This quarter’s edition, designed exclusively for the advisers of High and Ultra-High Net Worth (HNW and UHNW) individuals, focuses on the importance of structuring wealth in a way that remains resilient, and complements wider planning arrangements, as […]

Three William Blair Advisors Named to Barron’s Top 100 Women Financial Advisors

Congratulations to Lindsey Holton, Sarah Mercurio, and Jackie Moss, William Blair wealth advisors and partners, on being named to Barron’s 2026 Top 100 Women Financial Advisors list.   The annual ranking recognizes the nation’s top women financial advisors based on the quality of their practices, assets under management, financial planning, and client service.   "Women […]
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