Wealth and Asset Management

14895 articles found

Wealth and Asset Management

Protecting clients from ‘fake news’

Information flow is becoming a pressure point for advisers and wealth managers as they educate clients on the flurry of new products and the lack of market transparency.   Speaking at the Australian Wealth Management Summit in Sydney, a panel discussed where they are seeing risks in markets and how to navigate these with clients. […]
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Wealth and Asset Management

Lombard Odier, the 8-Generation House

For 230 years, Lombard Odier has remained an independent family-owned partnership. Drawing on eight generations of experience, the Swiss private bank understands the importance of preserving values, wealth and legacy for future generations of entrepreneurs and families.   In this interview, Andrea Meierhofer, Southeast Asia Market Head, Private Clients at Lombard Odier, shares how the […]
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Wealth and Asset Management

Mattioli Woods renews Leicester Tigers partnership

Mattioli Woods has announced that it has renewed its long-standing partnership with Leicester Tigers for the 2026/27 season, reinforcing one of the most recognisable commercial relationships in English rugby while launching an ambitious digital-first activation strategy designed to extend the partnership's reach far beyond matchdays.   The renewed agreement sees Mattioli Woods retain the naming […]
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Wealth and Asset Management

Titan Wealth acquires Channel Islands tax firm

Titan Wealth has acquired Channel Islands tax advisory firm LTS Tax, expanding its specialist cross-border tax capabilities.   The deal, subject to regulatory approval, follows Titan Wealth’s recently announced acquisition of Progeny International.   LTS provides UK, Jersey and Guernsey tax advisory and compliance services, including personal and corporate taxation, trust taxation, inheritance tax planning, […]
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Wealth and Asset Management

Iress UK earnings rise 43% in first half of 2026

Iress’ UK business delivered a 43% increase in adjusted EBITDA to £4.6m in the first half of 2026, as the technology provider continued to invest in product development, AI and engineering capabilities.   UK recurring revenue increased 3% year-on-year, while operating expenses fell 5.3%, according to its half-year results published today (17 August).   Iress […]
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Wealth and Asset Management

Ping An Wealth Management H1 net profit falls 21% year-on-year; AUM drops below 1 trillion yuan mark

The first set of semi-annual operating data from a bank wealth management subsidiary is out. Ping An Bank (000001.SZ) disclosed in its 2026 interim report that its wealth management subsidiary, Ping An Wealth Management, posted first-half net profit of 553 million yuan (approximately $82.2 million), down 21% year-on-year, extending last year's downward trend.    Its […]
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Wealth and Asset Management

Earnings season: From headliners to supporting acts

The improvement in overall corporate earnings growth expectations in the second quarter has been driven by sectors outside of technology. Improving US domestic economic conditions are lifting a wide range of companies, across industries including construction, transportation and capital goods.  We maintain an overweight position in equities, but we are underweight in US stocks. Although […]
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