Wealth and Asset Management

15374 articles found

Amundi signs Credit Agricole subsidiary as client for ‘ETF-a-service’ platform – reports

Amundi has signed fellow Crédit Agricole subsidiary Indosuez Wealth Management as the second client for its new ‘ETF-as-a-service’ capability, according to a report from French news outlet L’Agefi.   Announced at the Amundi's 2025 Capital Markets Day, the new offering is analogous to a white-label platform: Amundi will rent its ETF insfrastructure to third-party managers […]

Gresham Partners named winner of five awards-both firmwide and individual – at the 13th Family Wealth Report awards 2026

Gresham Partners has announced that it earned five awards at the 13th Family Wealth Report Awards 2026, both for the firm and for two of its partners.   The awards include: Multifamily Office ($5 billion to $15 billion) Outstanding CIO – Ted Neild Wealth Planning Women in Wealth Advisory (Individual) – Kim Kamin Leading Individual […]

Brookfield Wealth Solutions Announces First Quarter Results and Corporate Simplification

Brookfield Wealth Solutions has announced financial results for the three months ended March 31, 2026.   Sachin Shah, CEO of Brookfield Wealth Solutions, stated, "We have built a scaled and well capitalized insurance platform with a resilient portfolio of $180 billion insurance assets today. Our established U.S. platform continues to expand its product and distribution […]

Pictet dividend payouts soar past CHF 1bn

Pictet dividend payouts soar past CHF 1bn   The private banking group revealed a 28.9% jump in dividends and plans for new sustainable investment offerings in recently released reports.   ‘It could just be that they have a lot of excess capital and they’re returning it to shareholders,’ independent analyst Rupak Ghose told Citywire.   […]

Vontobel overhauls bond desk as €7.7bn veteran duo steps back

Vontobel has undertaken a comprehensive reshuffle of its fixed income platform, following the retirement of Euro corporates head Mondher Bettaieb-Loriot and a shift in responsibilities for emerging market debt mainstay Luc D’Hooge.   The Zurich-based asset manager confirmed that Bettaieb-Loriot (pictured below) is leaving the firm after 30 years as a credit investor, prompting what […]

EBRD launches Enterprise Security Enhancement with PrivatBank and Raiffeisen Bank Ukraine

EBRD pilots Enterprise Security Enhancement (ESE) support mechanism with PrivatBank and Raiffeisen Bank Ukraine  Feature will enable lenders to provide partial debt relief to Ukrainian borrowers who have suffered war-related damage ESE preserves the incentive for Ukrainian businesses and households to invest in long-term capital expenditure (capex) projects  The European Bank for Reconstruction and Development […]

Revolut expands into private wealth services

UK FinTech giant Revolut is preparing to expand into private banking as it targets wealthier customers and broadens its financial services business in the UK.   The London-headquartered company plans to launch private banking services later this year for clients able to deposit at least £500,000. The move comes alongside fresh regulatory approval from the […]

Guernsey Funds Forum 2026 focuses on ‘The Next Trillion’ for global private capital

Guernsey’s role in supporting the next phase of global private capital growth was the focus of this year’s Guernsey Funds Forum, held under the theme “The Next Trillion”.   The event followed Guernsey’s recent milestone of reaching £1 trillion within its investment sector and explored how the island can continue to support managers, investors and […]