Team to acquire Epic investment mandates and Epic Guernsey business
The company said the mandates are mainly multi-asset, fund-based and discretionary, and fit with its current investment approach.
Wealth and Asset Management
15321 articles found
Mirabaud Wealth Management head of investments emphasises diversification amid market uncertainty
He reports to Camille Vial, CEO of the Bank.
Manulife strikes global partnership to expand wealth and retirement reach
Transatlantic alliance with UK’s L&G includes distribution and investments to boost global wealth solutions offering
The declining acceptance of cash does not escape the public's notice
The public's need for cash to be available and usable as a means of payment remains high.
Variable pay dominates – high-net-worth individuals expect non-salary income to play a bigger role: Investec
Non-salary income such as bonuses and one-off payments expected to make up a greater share of earnings for high-net-worth individuals
53 UBS financial advisors in the Southeast Region named to the Barron’s Top 1500 Financial Advisors list
The 2026 Barron’s Top 1500 Financial Advisors list is compiled based on a variety of criteria including revenue produced for their firm, assets under management, quality of practice, and regulatory record, among other factors.
Head of PBWM Segment Management
This role integrates segment strategy, marketing, operational support, performance analytics, and business case management to ensure a best‑in-class client and advisor experience across all channels.
Citibank Announces $2 Billion Redemption of 5.438% Notes Due 2026 and $1 Billion Redemption of Floating Rate Notes Due 2026
The cash redemption price for the notes payable on the redemption date will equal par plus accrued and unpaid interest to, but excluding, the redemption date.
WRISE Group Partners with China Asset Management (Hong Kong) to Offer Exclusive Access to Asia Bond Fund high dividend yield share class in Hong Kong Debut
This partnership reflects our commitment to delivering innovative and performance-driven investment solutions to a broader audience.
Women and the Great Wealth Transfer: The Shifting Center of Wealth Stewardship
This includes roughly $54 trillion expected to initially move through inter-spousal transfers, with 95% of surviving spouses projected to be women.
Firenze and Third Financial Join Forces to Offer a Multi-Million Pound Estate-Planning Solution
The borrower, an Executive of a UK company, held a substantial investment portfolio but sought access to liquidity without selling assets, triggering CGT, or transferring custody.
VP Bank wins Alliance of Swiss Wealth Managers' Custodian Bank Award 2026 in 'Financial Solutions' category
VP Bank was founded by intermediaries for intermediaries – and this very business remains a core focus to this day, rather than merely a secondary segment.