Wealth and Asset Management Archives - Page 101 of 1490

To Tax the Ultra-Rich, We Need to Go After Their Wealth—Not Just Income

April 10, 2026

Last year’s Republican tax bill, the self-styled Big Beautiful Bill, continued a decades‑long trend in which the top 1% have seen their tax burdens decline steadily from the high levels of the mid-20th century. Since tax-cutting became the raison d’être of the Republican Party in the 1980s, the tax rate paid by the richest […]

Wealth and Asset Management

Private banking for a new generation: How millennials approach wealth in the UK

April 10, 2026

Wealth management is on the cusp of a major demographic shift. Over the next two decades, an estimated $80 trillion will be transferred from baby boomers to younger generations in North America alone, a trend mirrored in the UK, research from Cerulli Associates indicates. For these digital-native inheritors and self-made entrepreneurs, wealth management is being redefined. This […]

Wealth and Asset Management

Nour Private Wealth (NPW) Explores Why Wealthy Families Are Shifting Away From Public Markets

April 10, 2026

One lesson that becomes clear over time when advising affluent families is that wealth management is never static. It evolves alongside markets, institutions, and the priorities of each generation responsible for stewarding capital. For many years, wealth management for ultra-high-net-worth (UHNW) families was primarily centred on diversified portfolios of public equities and fixed income. […]

Wealth and Asset Management

34 Wealth Enhancement Advisors Recognized on the 2026 Forbes Best-In-State Wealth Advisors Ranking

April 10, 2026

Wealth Enhancement has announced that 34 of its financial advisors have been named to the 2026 Forbes ranking of Best-In-State Wealth Advisors. Joel Callagan, #101 in California – Los Angeles (High Net Worth) Debbie Pursey, #89 in California – Northern CA (High Net Worth) Dan Gensler, #38 in California – Southern CA (High Net Worth) […]

Wealth and Asset Management

Annual General Meeting of Julius Baer Group Ltd.

April 10, 2026

At today’s Annual General Meeting of Julius Baer Group Ltd. the shareholders passed all agenda items and proposals submitted by the Board of Directors. In detail, the Annual General Meeting 2026 of Julius Baer Group Ltd. passed the following resolutions: The Financial Statements and Consolidated Financial Statements for the year 2025 as well as […]

Wealth and Asset Management

The data problem holding back wealth management

April 10, 2026

Artificial intelligence is fast becoming wealth management’s preferred language of modernisation, yet much of the industry is sidestepping the deeper structural weakness that will determine its real impact. For private banks, wealth managers and family offices, the main constraint on AI is not a shortage of use cases or spending appetite, but the fragmented, […]

Wealth and Asset Management

Brookfield Wealth Solutions Reports $20 Billion of Capital Backing Insurance Companies

April 10, 2026

Brookfield Wealth Solutions Ltd. has announced its year-end 2025 capital position with nearly $20 billion of group capital across its regulated insurance subsidiaries and holding companies. Brookfield Wealth Solutions’ total capital has grown from $5.7 billion in 2022 to $19.8 billion at year-end 2025 driven by its successful acquisition strategy and retained earnings. […]

Wealth and Asset Management

York City FC and Titan Wealth extend multi-year partnership, with expanded support across the club

April 10, 2026

We can today announce that Principal partner Titan Wealth, the fast-growing, fully integrated wealth management firm, has re-signed a multi-year partnership agreement with the club, further strengthening a successful relationship built over recent seasons. The renewed agreement will see Titan Wealth continue as front-of-shirt sponsor for the men’s first team, alongside significant branding and […]

Wealth and Asset Management

Söderberg-backed Vintage completes £400m advice firm deal

April 9, 2026

Söderberg-backed wealth manager Vintage has acquired Financial Management Independent Financial Advice (FMIFA), adding £400m of assets under advice and taking the combined business to £2.14bn in client assets. The deal brings together two independently focused advice firms with a shared emphasis on personalised, whole-of-market financial planning. Vintage operates across wealth management, asset management, […]

Wealth and Asset Management

Deutsche Bank’s 2026 AGM to be held in person again for the first time since 2019; dividend again increased for shareholders

April 9, 2026

Management Board and Supervisory Board propose a dividend of € 1.00 per share in respect of the financial year 2025, an increase of around 50% compared to 2024 Alexander Wynaendts and Yngve Slyngstad are proposed for another term on the Supervisory Board. It is intended that Wynaendts will subsequently be again elected Chairman of the […]

Wealth and Asset Management

The signal in the sell-off: Wealth management’s value in the AI era

April 9, 2026

As AI automates technical planning and other tasks, wealth managers must pivot from producing outputs to delivering outcomes anchored in human trust and defensible control points. The recent unveiling of an AI-enabled tax-planning workflow in Altruist’s Hazel advisor workspace platform did not introduce AI to wealth management. However, it did provide public markets […]

Wealth and Asset Management

Reading investment signals and controlling emotions

April 9, 2026

We are waking up to fresh headlines every day. It’s no surprise to learn of a new trade policy, a supply-chain disruption or an interruption in a strategic corridor amplified by social media before breakfast. All these headlines create a strong urge to act — shift allocations, change strategy, or move capital. That […]

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