Wealth and Asset Management

15256 articles found

Wealth and Asset Management

From performance to continuity: Jack Siu on Lombard Odier’s team-based DPM model in Asia

As Asia’s private wealth market matures, discretionary portfolio management (DPM) is becoming a more important part of how families think about performance, succession, governance, and long-term capital preservation.    For Jack Siu, Head of Discretionary Portfolio Management, Asia at Lombard Odier, the next phase of DPM growth will be shaped not only by investment returns, […]
Read More
Wealth and Asset Management

MSCI and UBS announce strategic partnership to bring greater transparency to private markets

MSCI Inc. and UBS Group AG are announcing a strategic partnership aimed at advancing transparency across private markets.   The partnership combines MSCI’s capabilities in independent data, analytics and models with UBS’s leading alternatives expertise and global client insights. Together, the companies will work to further expand MSCI’s AI-powered platform designed to address longstanding industry […]
Read More
Wealth and Asset Management

Banca Generali highlights wealth management growth. Italian private bank positions for long-term fee income

Banca Generali S.p.A. continues to build out its private banking and wealth management franchise, with a focus on recurring fee income and advisory services for affluent clients in Italy and abroad.   Banca Generali S.p.A. (ISIN IT0001063210) is one of Italy's established private banking and wealth management groups, focusing on affluent and high-net-worth clients with […]
Read More
Wealth and Asset Management

Ameriprise Financial explores strategic paths as wealth management competition intensifies

Ameriprise Financial Inc.  is a diversified US-based financial services group with a core focus on advice-driven wealth management, asset management, and insurance solutions for retail and institutional clients.    The company operates in a competitive landscape shaped by large US banks, independent advisory networks, and digital investing platforms that all target fee-based advice and managed […]
Read More
Wealth and Asset Management

Haskin Private Wealth Advisors Joins LPL’s Independent Advisor Network

LPL Financial LLC has announced that financial advisors Doug Haskin, CRPS, CPFA, and Jenny Haskin have launched a new independent practice, Haskin Private Wealth Advisors, through affiliation with LPL Financial’s supported independence model, LPL Independent Advisor Network.    The advisors oversee approximately $170 million in advisory, brokerage and retirement plan assets* and join LPL from […]
Read More
Wealth and Asset Management

Successful first closing for Van Lanschot Kempen’s North America-focused private equity fund

Van Lanschot Kempen Investment Management (Van Lanschot Kempen) has secured $120 million in client commitments at the first closing of its second North American private equity strategy.    Through the Kempen North American Private Equity Fund II, clients gain exposure to small and mid-sized private companies in North America through carefully selected specialised private equity […]
Read More
Wealth and Asset Management

Making succession a success

Family firms need to clearly define leadership and ownership. Many families want a clear separation of their personal and professional lives. Some families recognise these issues well in advance, but many do not. At Coutts, we’re often brought in once these challenges have become apparent. We were the first UK Private Bank to set up […]
Read More
Wealth and Asset Management

BlackRock Aladdin Expands Preqin Benchmarks and Indices, Advancing Transparency in Private Markets With Common Performance Measurement Standard

BlackRock Aladdin has announced the expansion of its Preqin Benchmarks and Indices solutions to give investors access to both reporting-grade indices and customizable, transparent peer benchmarks in one place, helping to create a common performance measurement standard for private markets.    Available across the Aladdin ecosystem to clients of Preqin® Pro, Aladdin®, eFront®, and Aladdin […]
Read More
Wealth and Asset Management

UBS to axe A-rated manager’s Asian IG fund

UBS Asset Management has decided to liquidate its Luxembourg-domiciled Asian Investment Grade Bonds fund, according to a shareholder notice seen by Citywire.   The board of directors stated that the sub-fund’s net assets have reached a level which ‘no longer allows it to be managed in an economically reasonable way in the foreseeable future,’ prompting […]
Read More
1 … 68 69 70 71 72 … 1,272