Wealth and Asset Management

15256 articles found

Wealth and Asset Management

Schroders Wealth Management responds to growing UHNW complexity with new Global Wealth Advisory service

Schroders Wealth Management, including Cazenove Capital, today announces the launch of its global wealth advisory service, a new strategic offering developed to address the growing complexity of our ultra-high-net-worth (UHNW) clients.   Officially launching today in the UK and in Switzerland and Asia later this year, this new service further enhances the firm’s broader client […]
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Wealth and Asset Management

Crestbridge Fiduciary achieves triple win at Jersey Compliance Awards

Crestbridge Fiduciary’s compliance and regulatory expertise has been recognised with a hat-trick of successes at this year’s Jersey Compliance Awards.   The firm’s Compliance and Regulatory Risk team won ‘Compliance Team of the Year – Independent Family Office Services’, whilst there was also individual success with Vicky Edwards, Associate Director, winning the ‘Governance Excellence – […]
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Wealth and Asset Management

Rise of the engaged investor: How wealth management is being rewritten

For decades, wealth management has been framed as a somewhat binary choice: delegate responsibility to an adviser or manage everything yourself. That distinction is no longer enough.   In volatile markets, sophisticated investors are asking how to stay involved while accessing the perspective, discipline and specialist support needed to make good decisions. They are not […]
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Wealth and Asset Management

The true test of innovation in wealth management

In recent years, innovation in wealth management can be seen in the rise of managed accounts, democratisation of private markets, and proliferation of exchange traded funds (ETFs), including the latest generation of active ETFs.    It can be seen in the evolution of retirement income solutions, creation of digital assets and infrastructure, and expanding range […]
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Wealth and Asset Management

ING accelerates growth in Private Banking with strategic investment in leading Spanish wealth manager Singular Bank

ING has announced a strategic investment in its Private Banking capabilities by acquiring a stake of approximately 40% in leading Spanish wealth manager Singular Bank. The transaction allows us to accelerate our growth in Private Banking and Wealth Management in the attractive Spanish market.    This fits into our ‘Growing the difference’ strategy to increase […]
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Wealth and Asset Management

Withers Italy recognised as 'European Private Client Team of the Year' at the Chambers High Net Worth Awards 2026

The Italian Private Client and Tax team at Withers, Società per Avvocati, was honored at the 2026 Chambers High Net Worth Awards with winning the 'European Private Client Team of the Year' category, one of the most prestigious international awards dedicated to professionals who advise private and high-net-worth clients.   Organized by Chambers and Partners, […]
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Wealth and Asset Management

Schroders accelerates strategic reshaping of Wealth Management through sale of Benchmark to Söderberg & Partners and establishes long-term asset management partnership

Schroders has agreed to sell Benchmark, its UK integrated financial advice business, to Söderberg & Partners sharpening the strategic focus on Wealth Management, centred on Cazenove Capital in the UK and Schroders Wealth Management internationally, where the Group sees a significant long-term growth opportunity Schroders and Söderberg & Partners will build on their existing collaboration, […]
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Wealth and Asset Management

J. Safra Sarasin Group to acquire remaining stake in Saxo Bank, with Kim Fournais remaining Chairman of the Board of Directors

Bank J. Safra Sarasin has announced an agreement to acquire the remaining stake held indirectly by Kim Fournais in Saxo Holding AG, representing approximately 28.69%, following Bank J. Safra Sarasin’s exercise of a call option in the shareholders agreement entered between the parties.    Kim Fournais will remain Chairman of the Board of Directors of […]
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Wealth and Asset Management

Tim Rimmer Recognised in eprivateclient’s 2026 Crown Dependencies NextGen Leaders List

Congratulations to Tim Rimmer, Manager within our Private Capital Services team in Guernsey, on being named in the 2026 eprivateclient Crown Dependencies NextGen Leaders list.   Published annually, the NextGen Leaders list recognises rising stars from across the Crown Dependencies’ private wealth sector, celebrating professionals who are demonstrating strong career progression, leadership potential and a […]
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Wealth and Asset Management

Why transparency could become the most valuable service in wealth management

Walk into any wealth management conference today, and you will still hear the old gospel: top performance, maximum access (which assumes impeccable transparency), and mutually beneficial relationships. Based on my numerous participations in such events, these were the industry’s holy trinity, and for good reason.   But look closer, and the reality is already different. […]
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Wealth and Asset Management

RC365 Unveils SaaS Wealth Management Platform to Expand Recurring Revenue Streams (RCGH)

RC365 Holding plc has introduced a new Wealth Management System, a software-as-a-service (SaaS) platform developed for trust companies and wealth management firms.    Fully integrated into the group's existing fintech ecosystem, the platform is designed to help financial institutions across the Asia-Pacific region accelerate digital transformation without the need to build their own technology infrastructure. […]
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