Wealth and Asset Management Archives - Page 114 of 1494

ZKB places two systemically important banks positively on Credit Watch

March 26, 2026

The Zurich Cantonal Bank is reviewing the debt ratings of Raiffeisen Switzerland and UBS Group with a view to upgrading them. It has also modified its rating model for Swiss banks and is now publishing standalone ratings as well.

Wealth and Asset Management

Composition Wealth Welcomes $900 Million Edgewater Wealth Management, Expanding Firm's Northwest Footprint

March 25, 2026

Team joins national firm for greater growth opportunities, expanded investment capabilities and client resources

Wealth and Asset Management

L&G and Manulife Wealth & Asset Management Announce Strategic Global Partnership

March 25, 2026

This partnership underscores the joint commitment to delivering diverse investment solutions and expanding access to differentiated strategies for institutional, retirement, and retail clients globally.

Wealth and Asset Management

LGT Wealth Management UK Partners with Addepar to Support Client Service and Data-Driven Insights

March 25, 2026

Addepar will provide LGT Wealth Management UK with a flexible, integrated data foundation that supports clear, tailored client reporting and a consistently high standard of personalised service.

Wealth and Asset Management

Santander, World’s Best Private Bank for HNW Clients

March 25, 2026

Santander Private Banking has been awarded 15 prizes by Euromoney magazine.

Wealth and Asset Management

Standard Chartered strengthens digital wealth offering with upgraded mobile app and AI advisory

March 25, 2026

In 2024, Standard Chartered’s Wealth and Retail Banking division took a step in digital transformation with a series of enhancements across its mobile and advisory platforms.

Wealth and Asset Management

Geneva boutique gets its Finma licence

March 25, 2026

Spring Investments' fund has busted through the Finma threshold, prompting the firm to get a new licence.

Wealth and Asset Management

Launch of the Piguet Active Prévoyance 60 LPP fund

March 25, 2026

The fund will implement a diversified investment strategy combining traditional asset classes — equities and bonds — with real estate and alternative investments.

Wealth and Asset Management

Pictet raises over €400m for first direct private equity strategy

March 25, 2026

The Fund has a thematic focus on sub-sectors in B2B Services and Education that benefit from long-term growth tailwinds.

Wealth and Asset Management

Affluent Market: The Greatest Potential for Digital Transformation in Wealth Management

March 25, 2026

In Latin America, the markets where they see the greatest room for growth are Mexico and Brazil, where they still see relatively low penetration despite their size

Wealth and Asset Management

Victory Capital withdraws from bidding war for Janus Henderson

March 25, 2026

Texas-based money manager’s decision to pull its proposal clears way for rival offer

Wealth and Asset Management

Moss Adams Wealth Advisors Goes Independent, Unveils New Brand: Threadline Wealth

March 24, 2026

The new firm, majority led by management, launches as an independent RIA, positioning itself to collaborate broadly across the accounting profession while building a regional boutique wealth management firm.

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