Wealth and Asset Management Archives - Page 161 of 1530

BOV Asset Management funds deliver positive results in a volatile year

March 2, 2026

Global markets experienced significant ups and downs throughout the year. Nevertheless, both equity and bond markets finished 2025 in positive territory.

Wealth and Asset Management

Raiffeisen Switzerland sells large portion of its Leonteq shares

March 2, 2026

Closure of the transaction is subject to regulatory approval and is expected no later than in the third quarter of 2026.

Wealth and Asset Management

Annual results 2025 of the Swiss National Bank

March 2, 2026

This allows for a dividend payment of CHF 15 per share, which corresponds to the maximum amount stipulated by law, as well as a profit distribution to the federal government and the cantons totaling CHF 4 billion.

Wealth and Asset Management

UBS plans to keep Ermotti on as CEO for longer, NZZ reports

March 2, 2026

Ermotti, who oversaw the Swiss bank's 2023 emergency takeover of Credit Suisse, is set to step down by the middle of 2027

Wealth and Asset Management

7IM launches Amicus Wealth Management following merger

March 2, 2026

The merger follows 7IM’s acquisition of Amicus Wealth in December 2023.

Wealth and Asset Management

Wealth firms double down on AI as Sowell and Guardian forge new tech alliances

March 2, 2026

Firms expand AI-driven platforms, including a new enterprise partnership for RIA custodian Altruist, to boost advisor productivity and client service.

Wealth and Asset Management

A new wave of innovation in evergreen private credit funds: run-off and rolling vintage structures

March 2, 2026

Institutional investors dramatically scaled up their allocations, attracted by contractual cash flows, downside protection, and illiquidity premiums of 200–400 bps over public debt.

Wealth and Asset Management

Coller Capital announces partnership with Mediobanca Private Banking to bring Coller’s flagship evergreen secondaries fund to Italian professional investors

March 2, 2026

The partnership aligns with Mediobanca Private Banking’s strategic focus on alternatives.

Wealth and Asset Management

Deutsche Bank raises €500m for Eltif tie-up with Partners Group in three months

March 2, 2026

The rapid fundraise makes the Eltif one of the largest in the market.

Wealth and Asset Management

Oaktree considers sale or London IPO of UK wealth manager Utmost

February 27, 2026

The potential transaction comes amid heightened deal activity across the UK wealth and insurance sector.

Wealth and Asset Management

Cresset Welcomes $2 Billion Advisory Team to San Francisco Office

February 27, 2026

Heather Pelant previously served as a Partner and Managing Director at Baker Street Advisors.

Wealth and Asset Management

Iress seeks buyer post-simplification, appoints interim APAC wealth CEO

February 27, 2026

Following targeted divestments in 2025 to streamline the business and focus on wealth and trading, Iress chief executive Andrew Russell says the technology firm is open to potential sale discussions.

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