Wealth and Asset Management

14931 articles found

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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Wealth and Asset Management

Hong Kong’s affluent planning lags despite wealth continuity gains

Hong Kong’s high-net-worth (HNW) families generally understood the risks linked to longer lifespans, but many had not fully implemented formal systems covering health, wealth and legacy planning across different jurisdictions.   Up to 79% of ultra-high-net-worth (UHNW) respondents said coordinated support covering insurance, health, investment, and finances would add significant value to their advisory relationships, […]
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Wealth and Asset Management

Risk-averse Britain is losing its brightest stars abroad: our task is ensuring they flourish here – our UK CEO in the Telegraph

The UK has long been a global leader in ingenuity. From the pioneering AI clusters of the Golden Triangle to the graphene laboratories of the North, we possess a density of intellect that remains the envy of our peers. Currently, we sit as the world’s third-largest venture capital ecosystem – a position of strength that […]
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Wealth and Asset Management

Investec delivers £922mn across FY2025/26, taking three-year total to £2.48bn

Investec Real Estate continues to support clients across the market   Investec has now syndicated more than £1 billion since establishing its syndication platform helping to support larger overall loan ticket sizes for clients  Investec REALIS continued to grow as Investec’s real estate equity strategy, completing five transactions in FY2025/26 with a combined GDV of £140 […]
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Wealth and Asset Management

Mackenzie Investments Announces Partnership with Waystone to Expand European Presence with Launch of Mackenzie UCITS Fund

Mackenzie Quantitative Emerging Markets Large Cap strategy now available in UCITS format   Mackenzie Investments (“Mackenzie”), in partnership with Waystone has announced that the Mackenzie Quantitative Emerging Markets Large Cap Strategy will now be available to investors in select European markets, as well as the United Kingdom, through the launch of an Undertakings for Collective […]
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Wealth and Asset Management

Cinerius expands into Northern Germany with IAM takeover

Cinerius Financial Partners has acquired a majority stake in the Hamburg-based Honestas Group, its first partner in Northern Germany.   The founders of Honestas, Carolin Tsalkas and Stefan Kirchner (alongside Cinerius’s Gordian Giger and Stephan Columbus), are to remain managing partners and will both take stakes in Cinerius.   Honestas is an independent asset manager […]
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Wealth and Asset Management

Lombard Odier’s 2026 Asia-Pacific high-net-worth individuals study: clear priorities, but limited frameworks

Navigating an environment marked by geopolitical fragmentation, market volatility, regulatory complexity and rapid technological change, Asia‑Pacific (APAC) high‑net‑worth individuals (HNWIs)1 are increasingly focused on building resilience through diversification, liquidity and long‑term planning.    At the same time, many continue to face challenges in translating intentions into action – particularly when it comes to structuring governance, […]
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Wealth and Asset Management

St.Galler Kantonalbank opens branch in Düsseldorf

Düsseldorf will become the third location for St.Galler Kantonalbank Deutschland. The private bank aims to serve wealthy private clients, entrepreneurs, and institutional investors directly on-site in North Rhine-Westphalia.    St.Galler Kantonalbank Deutschland will open a branch in Düsseldorf in the third quarter of 2026. This will be its third location in Germany, following Munich, where […]
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Wealth and Asset Management

Butterfield Announces Agreement to Acquire Control of CIBC Caribbean in $1.8 Billion Transaction

The Bank of N.T. Butterfield & Son Limited has entered into a definitive agreement to acquire CIBC’s 91.7% interest in CIBC Caribbean Bank Limited, a relationship bank with a longstanding history serving communities across the Caribbean, to create a leading banking and wealth management platform in international financial centers and attractive Caribbean markets, with approximately […]
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