Wealth and Asset Management

14996 articles found

Fortune names Citi CEO Jane Fraser the most powerful woman in business for 2026

The recognition reflects Citi’s significant progress under Fraser’s leadership since she became CEO in 2021.    Fortune highlighted the transformation of the firm, noting the strong increase in Citi’s market value during her tenure, as well as the substantial progress made in simplifying the organisation, strengthening governance, improving profitability, and positioning the bank for long-term […]

Northern Trust Asset Management Announces Adaptive Equity Funds

Northern Trust Asset Management has announced two actively managed UCITS funds which apply the NT Adaptive Equity strategy to World and Emerging Markets universes.   The NT Adaptive Equity strategy is designed to help investors navigate increasingly complex and fast‑changing markets. By combining deep fundamental insights with advanced data science, alternative data and adaptive portfolio […]

Partners Group shares in free fall

Shares in Partners Group fell by more than 17 percent in early trading. The reason was restrictions on redemptions from a large evergreen private equity fund.   According to a statement from Partners Group to investors, it has limited redemptions for its "Global Value SICAV Fund" to 5 percent of the net asset value. The […]

Altruist's Platform Overhaul Arms Advisors for a New Era of Wealth

In a strategic move poised to reshape the technological arsenal of independent financial advisors, Altruist has announced a major expansion of its wealth platform.    The company is integrating access to alternative assets from powerhouse managers like Blackstone and KKR, alongside plans to introduce margin lending and options trading.    This enhancement goes beyond adding […]

Quilter Cheviot launches financial support service for HNW divorcees

Quilter Cheviot has launched a new service aimed at supporting financial advisers and their clients following divorce proceedings.   The proposition, Beyond Settlement Divorce, has been developed to address the low market-wide uptake of financial planning and investment management services during and following divorce, estimated at around 7%.   It responds to this by facilitating […]

Barclays calls for refocussed UK strategy to attract global capital

Barclays has published a report calling for a refocussed UK foreign investment strategy to strengthen its position as a global investment hub, helping to deliver an investment-led growth model by attracting more high-quality international capital.   “Building an investment-led growth model: A new blueprint for attracting global capital into the UK” examines how while Foreign […]

Schroders UK Financial Adviser Pulse Survey 2026

UK advisers are responding to heightened market uncertainty by increasing active allocations, the latest Schroders UK Financial Adviser Pulse Survey today reveals.   The survey of 212 advisers found that nearly a quarter (23%) have already increased active allocations in response to market volatility – almost three times the proportion (9%) moving further towards passive […]

Wealth management in transition: What role do banks play?

On June 8, 2026, the «Finance Circle» invites you to a discussion about the strategic importance of independent asset managers for Zurich's financial center. Alain Gallati (Pictet) and Michel Yigit (LGT) will provide an overview of the current situation beforehand.   Measured by assets under management, the approximately 1,300 independent asset managers (IAMs) in Switzerland […]
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