Wealth and Asset Management

15379 articles found

Wealth and Asset Management

Syz teases 'exciting' crypto news

Bank Syz has been working on a new project, wealth management chief Philippe Turrian has told Citywire.   He said: ‘We’re working hard to actually maintain this first mover advantage in the scope of crypto with a few new functionalities, which are to be announced later in the year.   ‘We cannot say anything for […]
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Wealth and Asset Management

SEI Reports Second-Quarter 2026 Financial Results

SEI Investments Company has announced financial results for the second quarter 2026.    Relative to the second quarter 2025, EPS declined by 11%, and revenue and operating income grew by 15% and 33%, respectively, with operating margin increasing to 31%.    On an adjusted basis, EPS and operating income grew 38% and 36%, respectively, with […]
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Wealth and Asset Management

AFFLUENTIAL Report Examines How Next-Generation HNWIs Are Reshaping Private Banking

AFFLUENTIAL has published a new whitepaper exploring how younger high-net-worth (HNW) clients are changing their relationships with private banks, wealth managers and insurers.   The Great Wealth Transfer – Winning the Next Generation of Wealthy Clients draws on AFFLUENTIAL’s WealthLens 2026/27 study of 621 HNW individuals across Hong Kong, Singapore, Mainland China and the United […]
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Wealth and Asset Management

Berenberg presents its 2025 annual financial results – net profit of €20.2 million

Auditor issues an unqualified audit opinion Bank closes the first half of 2026 with a surplus of around 40 million euros Four weeks after the Federal Financial Supervisory Authority (Bafin) appointed two special commissioners as new managers, the annual financial results for 2025 have been finalized.    The auditing firm Deloitte issued an unqualified audit […]
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Wealth and Asset Management

Macquarie Asset Management Announces Successful Close of Aligned Data Centers Transaction

Macquarie Asset Management has announced the successful completion of the sale of Aligned Data Centers to a consortium of investors comprising the AI Infrastructure Partnership (AIP), MGX and BlackRock's Global Infrastructure Partners.    The transaction follows Macquarie Asset Management's ownership of Aligned since 2018, during which time the company expanded from two operational facilities and […]
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Wealth and Asset Management

Envestnet Launches Wealth Trading, Delivering a Modern Trading Experience for Advisors and Enterprises

Envestnet has announced the availability of Envestnet Wealth Trading, a fully redesigned trading experience that helps advisors and enterprises manage portfolios more efficiently, execute trades with greater confidence, reduce operational friction and streamline complex trading workflows at scale.   Built with direct input from advisors and enterprise clients, Wealth Trading replaces legacy trading experiences with […]
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Wealth and Asset Management

Market Optimism Builds Despite Inflation Concerns, Morgan Stanley Wealth Management Pulse Survey Finds

Morgan Stanley Wealth Management has announced the results of its quarterly retail investor pulse survey: Bullishness ticks up. Over three in five (62%) investors are bullish this quarter, up from 56% last quarter, while 66% expect markets to move higher by quarter-end compared to 55% in Q2. Concern for volatility remains pronounced, but eases slightly. […]
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Wealth and Asset Management

From the Premier League to Private Wealth: Christophe Berra Joins Skybound Wealth's Athletes & Creators Division

What This Article Helps You Understand Who Christophe Berra is and the 20-year football career behind the appointment Why athletes and creators face financial challenges that standard advice was never built for How a compressed, cross-border earning window changes the planning that is needed What Berra will focus on as a Private Wealth Adviser, from […]
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Wealth and Asset Management

The rise of the ‘financially single’ couple

Almost half of couples (46%) do not share their financial planning equally and instead act alone Less than two in five (38%) of people in long-term relationships have sought financial advice with their partner Two-thirds (65%) of financial advisers reported that couples are more financially confident when they plan together Quilter has partnered with relationship […]
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Wealth and Asset Management

Deutsche Bank recognised by Euromoney for M&A leadership across APAC

Deutsche Bank has secured four major wins at the 2026 Euromoney Awards for Excellence, with the bank named Best Investment Bank for M&A in China, Indonesia, Malaysia and Singapore.   Widely regarded as one of the banking industry's most prestigious awards programmes, Euromoney's Awards for Excellence recognise institutions delivering outstanding results, innovation and client impact. […]
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