Wealth and Asset Management Archives - Page 166 of 1530

Edmond de Rothschild REIM launches German residential strategy with acquisition of Berlin portfolio

February 24, 2026

The initial portfolio consists of four residential properties secured through individual acquisitions in highly sought after Berlin micro locations.

Wealth and Asset Management

Bellevue Group achieves a consolidated profit of CHF 1.9 million for 2025

February 24, 2026

Against this backdrop, we consistently focused our business model on our core competencies and reduced our cost base.

Wealth and Asset Management

Hugo Bedford named one of the PAM 50 Most Influential 2026

February 24, 2026

Hugo has overseen the firm’s expansion to include a new Cheltenham office, as well as further bolstering the firm’s Court of Protection and Personal Injury investing proposition.

Wealth and Asset Management

DBS and Granite Asia partner for AI IPO fund

February 23, 2026

The AI IPO fund aims to accelerate the region’s AI ecosystem, and give DBS wealth clients exclusive access to IPOs of AI-driven companies in Asia

Wealth and Asset Management

Stone Point Capital invests in UK wealth manager Amber River

February 23, 2026

Steven Scott, the founding partner of Penta Capital, described Stone Point’s investment as “a significant milestone” for the wealth manager.

Wealth and Asset Management

Consumer Duty 2.0: what wealth managers and PE need to know

February 23, 2026

For wealth managers, platforms and retail-facing private equity (PE) products, this creates both opportunity and risk.

Wealth and Asset Management

UBS’ DPM Platform Crosses Key Milestone

February 23, 2026

In addition, the bank also introduced «UBS My Way Digital» to receive content from the chief investment office or make portfolio changes via mobile.

Wealth and Asset Management

SIX and Piraeus Bank unveil direct post-trade access model

February 23, 2026

Under this model, SIX assumes the role of a direct participant at Hellenic Central Securities Depository (ATHEXCSD), enabling the safekeeping of Greek equity instruments directly at the central securities depository.