Wealth and Asset Management Archives - Page 65 of 1522

Private banks’ love affair with infrastructure continues

July 14, 2026

European and global private banks are particularly keen on infrastructure investments, as access becomes easier for individual investors in the asset class that is largely seen as a hedge against inflation. All but two of the 17 groups surveyed in Citywire’s annual asset allocation study on private markets said they are increasing allocations to […]

Wealth and Asset Management

New investment playbook: HSBC Private Bank targets AI and energy independence

July 13, 2026

Artificial intelligence, energy independence, and national security are set to drive the next wave of strategic investments and fuel global corporate earnings, according to HSBC Private Bank. In its Q3 2026 Investment Outlook, the bank notes that rising global competition and shifting security priorities are creating the urgency and policy support necessary to sustain […]

Wealth and Asset Management

Central banks have taken a tougher stance – but for how long?

July 13, 2026

This criticism, whilst admittedly easy, is nonetheless justified: whilst oil prices are plummeting towards their lowest levels since February, the Fed and the ECB, have just tightened the screws. The contrast is striking. The truce remains fragile, and yet the price per barrel continues to fall. Meanwhile, the ECB has raised its key rate […]

Wealth and Asset Management

Standard Chartered announces global collaboration with BlackRock’s Aladdin Wealth to enhance myWealth Advisor

July 13, 2026

Standard Chartered has announced a global collaboration with Aladdin Wealth, BlackRock’s wealth management technology platform, to further strengthen the Bank’s wealth advisory and risk management capabilities for its relationship managers and investment advisors through its myWealth Advisor platform. The collaboration builds on the broader partnership between the Bank and BlackRock and reflects Standard Chartered’s […]

Wealth and Asset Management

Ogier lawyers recognised as eprivateclient’s 2026 Crown Dependencies NextGen leaders

July 13, 2026

George Yates and Kathryn Macken from Ogier’s Private Wealth team have been named in eprivateclient’s latest Crown Dependencies NextGen list. The annual list is a collection of rising stars in the private client advisory profession. It recognises individuals with fewer than 15 years' experience who are "shaping the future of private wealth" across Jersey, […]

Wealth and Asset Management

Passing on wealth is one thing. But how do you keep control?

July 13, 2026

Are we asking the wrong question when we compare Family Investment Companies (“FICs”) and trusts? In this piece, Sarah Bell, Senior Manager, Family Office at Altum Group explores what’s really changing and the strategic shifts taking place with a push towards governance, control, and how families are thinking long-term. A Practical Approach to […]

Wealth and Asset Management

Churchill Asset Management and Seviora Close Approximately $400 Million Collateralized Fund Obligation Combining U.S. and Asian Private Capital Strategies

July 13, 2026

Churchill Asset Management LLC and Seviora Holdings Pte. Ltd. have announced the closing of an approximately $400 million Collateralized Fund Obligation (the “CFO”). The CFO invests across Churchill’s U.S. junior capital and private equity secondaries strategies and Seviora’s Asian private credit and global fund-of-funds strategies, providing institutional investors with diversified exposure across sponsors, investment […]

Wealth and Asset Management

Forbes Ranks Pence Wealth Management’s Laila Pence No. 1 Among Southern California Women Advisors

July 10, 2026

Laila Pence, president and co-founder of Pence Wealth Management, has been named the No. 1 Best-In-State Top Women Wealth Advisor in Southern California by Forbes. She also ranked No. 8 nationally on the publication’s 2026 list of America’s Top Women Wealth Advisors, further elevating the Newport Beach-based firm’s profile in the competitive wealth management […]

Wealth and Asset Management

Appleby’s James Glover shortlisted for citywealth future leaders award

July 10, 2026

Appleby has announced that Cayman based Counsel James Glover has been shortlisted for the Lawyer of the Year IFC Partner category at the Citywealth Future Leaders Awards 2026. James is one of only six professionals shortlisted in the category, which recognises exceptional legal practitioners under the age of 40 working within international financial centres […]

Wealth and Asset Management

First Financial Bankshares Renames Wealth Company to First Financial Wealth Management

July 10, 2026

First Financial Bankshares has announced that its wealth services company, formerly known as First Financial Trust, is now operating as First Financial Wealth Management. The name change takes effect immediately and will be reflected across all communications, locations, and materials over the coming months. The change is a clarification, not a restructuring. The […]

Wealth and Asset Management

HSBC issues digitally native structured product

July 10, 2026

HSBC announced today the successful private placement of its first digitally native structured product. It involves US dollar-denominated notes issued in Hong Kong, supported by Marketnode, an Asia Pacific digital market infrastructure operator. Marketnode acted as the tokenisation agent, enabling digitally native issuance directly on a blockchain. It also acted as the […]

Wealth and Asset Management

Private wealth specialist shortlisted as Crown Dependencies NextGen leader

July 10, 2026

Guernsey practitioner Alex Smedley has been shortlisted in the 2026 eprivateclient Crown Dependencies NextGen Leaders list, recognising his position as an emerging private client professional. The accolade recognises rising stars working across the private client advisory professions in Guernsey, Jersey and the Isle of Man. It draws on PAM Insight’s experience and knowledge […]

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