Align Wealth Management team recognized by Forbes
The rankings are based on data provided by thousands of the nation’s most productive advisors and their teams.
Wealth and Asset Management
14895 articles found
Chinese and Taiwanese wealth map different paths
As wealth grows, Chinese and Taiwanese UHNWIs and families are mapping different routes to protecting, diversifying and growing their wealth.
UBP Investment Outlook 2026 – Navigating changes, capturing opportunities
As 2026 unfolds, the global economy is entering a pivotal transition, shifting from fragmented resilience to resynchronised growth, while inflation is returning to a more normalised and moderate path.
Sun rises over ‘brave new world’ of portfolio management
While asset and wealth managers are all gradually deploying AI to replace some human processes, their endgame must involve more client interaction if they are to succeed
Azimut to acquire majority stake in Unifinance Group, strengthening its Brazil wealth and institutional platform
The transaction is designed to further reinforce Azimut’s presence in Brazil as part of the Group’s broader global expansion strategy in priority markets, with a continued focus on quality and long-term value creation.
Lombard Odier – two centuries of personalised wealth management, and a strengthened growth dynamic in Spain
The Swiss private bank has positioned itself as a “boutique” wealth management firm committed to independence and a long-term vision. Founded in 1796, 2026 marks Lombard Odier’s 230th anniversary.
Zurich asset manager relocates
Rieter Fischer Partners has moved its office to Zug.
Shackleton and TrinityBridge in running for £10bn Hurst Point
Hawksmoor and Argentis’ parent company Hurst Point went on the market at the end of 2025.
Positioning for growth and income in 2026
It was a positive year for capturing growth and income, framed, in simple terms by the impressive power of broadening out.
Wealth management firm Logic Investments enters special administration
Joint special administrators Alexander Watkins and Edward Boyle will manage client claims against the firm
Amethis and Edmond de Rothschild Private Equity announce the final closing of Amethis Fund III in line with its target at EUR 406M
AFIII is the third vintage of Amethis’ flagship pan-African strategy.
This Growth Strategy Manages Wealth at All Net-Worth Levels
The sessions focus on personalizing household solutions, multi-generational planning and investing, and demystifying alternatives.