Wealth and Asset Management

15379 articles found

Wealth and Asset Management

7IM pledges ‘genuine value’ for advisers in multimillion growth plans

Wealth manager and platform provider 7IM has set itself an ‘overriding ambition’ to grow its partnerships with financial planners as it celebrates its 25th anniversary.   Speaking to FT Adviser after his promotion to chief distribution officer for 7IM, Chris Justham said the company has always “been rooted” in providing solutions and “exceptional service” to […]
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Wealth and Asset Management

Nairobi to Host Forum on Wealth Management and Family Office Investment

Nairobi will host the Capital & Legacy Forum in November as Africa's private wealth industry undergoes a period of rapid evolution, driven by the growth of family-owned businesses, rising entrepreneurial wealth and increasing cross-border investment across the continent. The forum will convene high-net-worth individuals (HNWIs), ultra-high-net-worth (UHNW) families, family offices, institutional investors and wealth management […]
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Wealth and Asset Management

Bell Financial launches private wealth manager

Bell Financial Group has launched a private wealth management service as part of a digital transformation push for the business.   Bell Potter Private Wealth will be a comprehensive wealth management service providing advisers and clients greater visibility, control and flexibility across their investments.   It will also expand access to a full suite of […]
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Wealth and Asset Management

Silvercrest Asset Management Group Named to Inaugural CNBC Elite Advisors List of Top Ultra-High-Net-Worth Wealth Management Firms for 2026

Silvercrest Asset Management Group LLC has announced that the firm has been named to the inaugural CNBC Elite Advisors list for 2026.   CNBC's inaugural Elite Advisors list recognizes 25 of the nation's leading investment advisors serving ultra-high-net-worth individuals and family offices, distinguished by their ability to manage significant wealth while partnering with clients to […]
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Wealth and Asset Management

643 Ameriprise Financial Advisors Named to the Forbes “Best-in-State Wealth Advisors 2026” List

Ameriprise Financial, Inc. has announced that 643 of the firm’s financial advisors have been named to the Forbes “Best‑in‑State Wealth Advisors 2026” list.   The annual ranking recognizes top advisors across the country based on a range of criteria, including providing an end-to-end client experience, client impact and retention, ethical standards, professionalism and business success.  […]
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Wealth and Asset Management

Standard Chartered Global Private Bank partners with Cambridge institute to advance leadership capabilities

Standard Chartered Global Private Bank (“the Private Bank”) and the University of Cambridge’s Institute for Sustainability Leadership (“CISL”), today announced the launch of Standard Chartered Global Private Bank Mastery Programme – Leadership and Legacy at a two-day Kick-Off Seminar in Singapore. The Leadership and Legacy programme is a four-month executive development programme for the Private […]
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Wealth and Asset Management

Barclays acquires Global Headquarters at One Churchill Place from CWG

Barclays and CWG have announced that Barclays has acquired a long-term leasehold interest1 in its global headquarters at One Churchill Place from CWG.   The transaction secures Barclays’ control of its global headquarters beyond the current lease term, which runs to 2039, while providing greater certainty over long-term occupancy costs. The transaction values the acquired […]
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Wealth and Asset Management

Healthier societies: a thematic approach to investing

At a glance At LGT, our sustainable investment approach is centred on two interconnected themes: cleaner economies and healthier societies. Access to healthcare and financial protection helps support healthier, more financially secure populations, strengthening community and economic resilience over time. Global trends are reshaping health and financial resilience, creating a diverse set of investment risks […]
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