Wealth and Asset Management Archives - Page 72 of 1548

Wall Street’s Private Banks Are Vying for AI’s Paper Money Elite

July 31, 2026

In the race to win a coveted role on the next mega US IPO and manage the ensuing riches, Wall Street’s wealth advisers are ramping up lending to founders and entrepreneurs based on the soaring values of their private companies. Loans to clients with difficult-to-tap paper riches are surging, according to interviews with bankers, […]

Wealth and Asset Management

Record 1 in 3 Dollars Flow into Private Equity Among Ultra-High-Net-Worth Investment Portfolios in Q2 2026

July 30, 2026

TIGER 21 has released highlights from its Q2 2026 Asset Allocation Report (AAR). The insights, gathered from portfolio allocation data submitted by Members, point to the consolidation of long-term trends in how wealth creators are positioning their portfolios, with private equity establishing itself as the dominant asset class at a record 34% of allocations, […]

Wealth and Asset Management

Forces driving the institutionalisation of UK wealth management

July 30, 2026

Wealth management has always sat apart from other parts of financial services. Pension schemes exist for one main reason: to provide income in retirement. Insurance transfers risk. Asset management focuses on generating returns for a given level of risk. Wealth management, by contrast, has never had a single job. For most clients, wealth must […]

Wealth and Asset Management

Half year results for the six months ended 30 June 2026

July 30, 2026

Strong investment performance and net inflows across our diversified range of strategies Record AUM1 of $253.6 billion as at 30 June 2026 (31 December 2025: $227.6 billion) Positive investment performance of $19.8 billion, +0.4% relative to peers[KPI], with continued strength from our multi-strat Net inflows of $7.1 billion, 3.4% ahead of the industry[KPI] 46% increase […]

Wealth and Asset Management

Investcorp Invests in Berger Financial Group

July 30, 2026

Investcorp has announced that it has invested in Berger Financial Group, Inc. (“Berger”), a leading full-service wealth management platform providing comprehensive financial advisory services to individual investors and retirement savers across the United States. Investcorp has a well-established history of investing in specialized business and professional services firms, with notable investments including PKF O’Connor […]

Wealth and Asset Management

LGT Capital Partners prices Legato IV at EUR 405 million

July 30, 2026

LGT Capital Partners has successfully priced Legato Euro CLO IV DAC (Legato IV), the firm’s fourth transaction through its dedicated collateralized loan obligations (CLO) platform. The deal reached a transaction size of EUR 405 million, bringing the total AuM managed through the platform to EUR 1.8 billion. Legato IV attracted orders from over 20 […]

Wealth and Asset Management

The broadening of Swiss stocks appeal

July 30, 2026

Investors worldwide are asking themselves which sectors will benefit from the next wave of AI winners. While technology firms have dominated equity returns for much of the last two years, improved productivity and earnings are now starting to filter into the adopters of AI. This shift could benefit Switzerland’s healthcare and financial firms, two […]

Wealth and Asset Management

Schroders plc: Half year results to 30 June 2026 (unaudited)

July 30, 2026

Strong delivery of strategic transformation, supportive markets and good sales momentum drive adjusted operating profit growth of 46%. Improving financial outcomes Significant top line growth, with adjusted net operating income up 17% to £1,419.2 million, driven by a rise in assets under management (AUM). Strong growth in adjusted operating profit, up 46% year on […]

Wealth and Asset Management

Lighthouse Canton unveils dedicated wealth management platform for non-resident Indians

July 30, 2026

Lighthouse Canton has launched a wealth management platform catering to the cross-border financial needs of non-resident Indians (NRIs) and overseas investors. The Singapore-based investment firm highlighted that the Indian diaspora is the largest in the world with approximately 35 million Indian people living outside the country. According to Reserve Bank of India data, […]

Wealth and Asset Management

Societe Generale: Results at 30 June 2026

July 30, 2026

RECORD GROUP NET INCOME IN H1 26 OF EUR 3.5BN UPGRADE OF 2026 ROTE TARGET TO ~11% EXTRAORDINARY SHARE BUY-BACK OF EUR 1.5BN INTERIM CASH DIVIDEND OF EUR 0.75 PER SHARE, +23% VS. 2025 Group revenues of EUR 14.2bn in H1 26, up +2.4% vs. H1 25, in line with the 2026 […]

Wealth and Asset Management

2026 half-year results: Mirabaud reports an increase in assets under management to CHF 32.4 billion

July 30, 2026

Mirabaud has announces its unaudited results for the first half of 2026. As at 30 June 2026, the Group reported a stable net profit of CHF 12.3 million, supported by disciplined cost management. Assets under management increased by 8% to CHF 32.4 billion, while the Group strengthened its position in its target markets, notably […]

Wealth and Asset Management

Wealth managers face a new challenger: their clients’ AI chatbots

July 30, 2026

Even high-net-worth clients who can afford top-notch advisors are asking artificial intelligence chatbots like Claude for portfolio recommendations and tax advice, wealth management leaders told CNBC. “My personal opinion is that ChatGPT is the single largest investment advisor in the world right now,” said Matthew Fleissig, CEO and cofounder of Pathstone, a registered investor […]

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