Wealth and Asset Management

15196 articles found

Wealth and Asset Management

Women and wealth: A growing frontier

Women own more wealth than at any time in history. Money is being earned, created through entrepreneurship, and inherited by women through wealth transfer at a rapidly growing rate.   But for many women there are still significant barriers to growing their wealth and gaining financial security. This is because they must navigate a financial […]
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Wealth and Asset Management

Quilter plc focuses on wealth management growth. Long-term positioning remains key for investors

Quilter plc continues to develop its advice-led wealth management platform, targeting long-term asset growth and efficiency improvements in a competitive UK market for retail and affluent investors.   Quilter plc (ISIN GB00BMV92D64) is a UK-based wealth management group that concentrates on helping individuals and families plan for long-term financial goals through advice-led investment and retirement […]
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Wealth and Asset Management

Quatuor, a new player in wealth advisory in France

Founded by investment and private wealth professionals, Quatuor brings institutional investors' expertise to the service of wealth management advisers. Its ambition: to promote a new vision of wealth management where expertise and the human touch come together in support of a client-centric approach.   The project is backed by a uniquely combined set of profiles: […]
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Wealth and Asset Management

Intesa Sanpaolo opens advisory service in CEE

Italian banking group Intesa Sanpaolo has expanded its European wealth management arm following the launch of its financial advisor network in Central and Eastern Europe.   The new model is already operating in Hungary and Slovakia and will be extended across the region as well as Egypt.   According to Intesa Sanpaolo, it plans to […]
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Wealth and Asset Management

Praxis private wealth specialist Alex Smedley shortlisted in eprivateclient Crown Dependencies NextGen Leaders list

Guernsey practitioner Alex Smedley has been named in the 2026 eprivateclient Crown Dependencies NextGen Leaders list, recognising his position as one of the sector’s emerging private client professionals.    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 […]
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Wealth and Asset Management

Julius Baer publishes Global Wealth and Lifestyle Report 2026

The Julius Baer Global Wealth and Lifestyle Report 2026 is being published against a complex and rapidly shifting global backdrop.    The past year has been defined by heightened geopolitical volatility, changing trade patterns, fluctuating exchange rates, and renewed concerns around inflation. While financial markets have remained resilient, these forces are having a tangible impact […]
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Wealth and Asset Management

Standard Chartered partners BlackRock to launch Asia Pacific multi-asset fund

Standard Chartered has announced the launch of its latest sub-fund under its Variable Capital Company  platform, with BlackRock acting as the sub-manager.   The Signature Select APAC Allocation Plus fund is an Asia-focused multi-asset strategy designed to serve as a one-stop solution for investors seeking broad Asia Pacific exposure. The fund provides diversified exposure, investing […]
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Wealth and Asset Management

Successful apprentices of the Obwalden Cantonal Bank

Seven young OKB employees received their diplomas last week, qualifying as commercial clerks (EFZ), IT platform developers (EFZ), or commercial clerks with a vocational baccalaureate. Melchior Krummenacher also successfully completed his internship as part of the vocational entry program for secondary school graduates (BEM). Damiano Casiraghi completed his apprenticeship as a bank clerk (EFZ) with […]
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Wealth and Asset Management

Hightower Signature Wealth Continues Expansion with Addition of $5B+ from Three Advisory Practices

Hightower Advisors has announced the continued expansion of its fully-integrated practice, Hightower Signature Wealth (HTSW), with the addition of Private Vista, LLC (Private Vista), Hightower Great Lakes, and The McGuirk & De Nevi Group (McGuirk & De Nevi).   Collectively, the three practices add approximately $5 billion in AUM*, 6 locations, and 40+ new team […]
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