Wealth and Asset Management Archives - Page 116 of 1534

Private Banking: Why the 10 billion question is only half the truth

May 12, 2026

Does a private bank with less than 10 billion in assets under management even have a future in Switzerland? The answer is considerably more complex. Every few weeks, Gil M. Chalem , Managing Partner at the internationally active Geneva-based headhunter for Private Banking & Wealth Management "Executive Partners", conducts a conversation with a senior […]

Wealth and Asset Management

The restructuring of Bank E. Sturdza weighs on its results

May 11, 2026

In 2025, Eric Sturdza Bank undertook a profound restructuring which had a negative impact on its results. In fact, the asset management activities previously carried out by EI Sturdza Strategic Management in Guernsey and London (now in liquidation) were repatriated to Switzerland during 2024. They are now managed by a new company, Eric […]

Wealth and Asset Management

Wealth manager masters the art of providing clarity and delivering growth for clients

May 11, 2026

What do a wealth management professional covering the burgeoning Asian region and a painter have in common? For LH Koh, it involves staying grounded. Koh, head of global family and institutional wealth for Asia-Pacific at UBS – the Swiss financial services company which is consistently ranked as the world’s largest – believes that guiding […]

Wealth and Asset Management

IMA adds $400M wealth management team through CFS partnership

May 11, 2026

IMA Financial Group is expanding its investment advisory business with the addition of Coordinated Financial Services (CFS), a Colorado-based wealth management firm overseeing more than $400 million in client assets. The CFS team joined IMA Advisors on May 1 and will operate as part of IMA Private Wealth. The move pushes IMA’s registered investment […]

Wealth and Asset Management

Intesa Sanpaolo posts record Q1 profit as Wealth Management accelerates

May 11, 2026

In the first quarter of 2026, Intesa Sanpaolo delivered net income of €2.8 billion, the best quarterly result in the Group’s history (+6% vs. Q1 2025). Operating income reached a record €7.2 billion (+5.3% vs. Q1 2025), driven by balanced growth across net interest income, commissions, insurance activities and trading. Net fees and commissions […]

Wealth and Asset Management

2026 Wealth Management Awards Winners and Finalists Announced by Business Awards UK

May 11, 2026

Business Awards UK is pleased to announced the winners and finalists of the 2026 Wealth Management Awards, recognising firms and advisers who have demonstrated strong client focus, technical capability, innovation, and practical value across the wealth management sector. These awards celebrate organisations and individuals working across private wealth advice, tax and wealth structuring, digital […]

Wealth and Asset Management

Rathbones named Wealth Manager of the Year

May 11, 2026

Rathbones has been named Wealth Manager of the Year at the prestigious City AM awards. The award, presented at a ceremony on 6 May at the Guildhall in London, underscores Rathbones’ strength and momentum as it pursues its ambition of becoming the best wealth manager in the UK, by far. Rathbones was recognised […]

Wealth and Asset Management

London IFA buys £200m firm in Saltus-backed deal

May 11, 2026

London-based advice firm Advies has acquired fellow IFA St Andrews Financial. The move has added £200m in assets and 300 clients, with the deal backed by the Saltus’ Partnership Programme. St Andrews, which was established over 20 years ago by James Hickson, serves a client base of professionals and families across London and the […]

Wealth and Asset Management

Syfe Launches Joint Accounts to Boost Shared Wealth Building in Singapore

May 11, 2026

Digital wealth platform Syfe is rolling out a new feature allowing users to co-manage investment portfolios and build shared wealth. The product is currently live for an early-access group, with a full public launch expected in the coming weeks. The launch of Syfe joint accounts in Singapore targets what the platform describes as […]

Wealth and Asset Management

Australia’s wealth gap widens as asset growth concentrates at the top

May 11, 2026

New modelling of household wealth data by KPMG Australia shows that the gap between Australia’s wealthiest households and everyone else has widened over the past five years. Between 2019-20 and 2024-25, average household wealth surged from $1.26 million to $1.56 million, an increase of almost 23.6% in real terms in five years. However, over […]

Wealth and Asset Management

Why high government debt need not cause immediate concern

May 11, 2026

Governments around the world are facing fiscal pressures and running up large debts. But with household and corporate balance sheets in good shape and global economic growth proving resilient, the investment implications may be less concerning than headline figures suggest. High government debt reflects a structural shift in leverage from private sector balance sheets to […]

Wealth and Asset Management

Scotia Wealth Management enters an arrangement with SBI Canada Bank to offer wealth management services to SBI Canada's high-net-worth clients Français

May 11, 2026

Scotia Wealth Management and SBI Canada Bank have entered a referral relationship arrangement. Through this arrangement, high-net-worth clients of SBI Canada will benefit from the opportunity to access Scotia Wealth Management solutions. SBI Canada currently offers full-service retail, commercial, and corporate banking services to clients in Canada. "We share a similar approach with […]

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