Wealth and Asset Management

14941 articles found

Wealth and Asset Management

CICC 2026 London Wealth Management Forum Successfully Held

CICC successfully held the CICC 2026 London Wealth Management Forum in London, the UK. Centered on the theme "Bridging and Transcending", the forum brought over 200 representatives from various sectors to engage in in-depth discussions on global economic developments, China-UK economic and financial cooperation, and multi-asset allocation, focusing on the cutting-edge trends and practical pathways […]
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Wealth and Asset Management

Nomura eyes US asset management deals after Macquarie deal

Nomura Holdings is seeking acquisition opportunities in the US investment management sector after last year’s $1.8bn purchase of Macquarie’s US and European public asset management operations, reported Reuters citing its chief executive.    At the company’s annual investor briefing, Kentaro Okuda said: “Having made this large U.S. investment, we’re in the market for companies or […]
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Wealth and Asset Management

Why should entrepreneurs choose a private bank?

key takeaways. Early asset structuring is essential. A private bank can help entrepreneurs separate business from personal assets while supporting them with family protection, retirement, and diversification Each stage of the entrepreneurial journey calls for a dedicated asset strategy. Starting, growing, selling, and transferring a business all need the right kind of support Diversification is […]
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Wealth and Asset Management

Lombard Odier enhances investment risk framework across the Group through expanded collaboration with Bloomberg

Bloomberg and Lombard Odier, a global wealth and asset manager headquartered in Geneva with CHF 349 billion in assets under management, are expanding their collaboration to deploy investment management risk solutions developed by Bloomberg across Lombard Odier's entities.   Following their established and successful use in Asset Management, this extension to Wealth Management and Private […]
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Wealth and Asset Management

Carson Group Welcomes Tungsten Wealth Management to Independent Advisor Channel

Carson Group has announced that Tungsten Wealth Management has joined the firm’s independent advisor channel.    Led by founding partners and wealth advisors Shawn Peschke, CFP, CWS, and Rob Frits, CFP, CWS, the firm serves approximately $320 million in advisory and brokerage assets. They join Carson Group from LPL Financial.   “Advisors choose to partner […]
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Wealth and Asset Management

Equiom recognised for estate planning expertise at WealthBriefingAsia Awards 2026

Equiom has been named winner of the Estate Planning category at the WealthBriefingAsia Awards 2026, recognising the Group’s expertise in supporting international families, entrepreneurs and family offices with governance-led succession planning, estate structuring and long-term wealth stewardship.   The WealthBriefingAsia Awards celebrate excellence and innovation across the private banking, wealth management and trusted adviser communities […]
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Wealth and Asset Management

Five Tips for Going from Solo Advisor to Teaming

One of the hardest transitions in wealth management is going from being a successful solo advisor to building a team that works. It’s something we’ve seen many advisors wrestle with.   In our roles leading Equitable Advisors and from our own experience as former advisors, we’ve seen firsthand what separates teams that grow from those […]
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