Wealth and Asset Management Archives - Page 207 of 1533

In the spotlight – Jonathan Hartley, director of client success, Objectway

December 19, 2025

Technology is more essential than ever for wealth management as the sector is undergoing change due to demographic shifts, increased regulation and growing expectations regarding digital client experience and engagement.

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J.P. Morgan Expands and Sees New Opportunities in Switzerland

December 19, 2025

It was not that Boettcher had been pessimistic.

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Reichmuth & Co. promotes the private banking model as an alternative to the flood of regulations.

December 19, 2025

It praises Switzerland's sound fiscal and monetary policy but criticizes banking regulation.

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Warburg Pincus unveils semi-liquid funds to boost wealth ambitions

December 19, 2025

The growth-focused investment house is the latest to join the evergreen fund market with vehicles in the US and Luxembourg.

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UHNW families prioritise values over inheritance

December 19, 2025

As the Great Wealth Transfer gathers pace over the next two decades, it seems the most valuable inheritance for many UHNW families might not be money at all

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Quilter Cheviot is Proud to Renew its Participation in Greening Jersey for 2026

December 19, 2025

This is not just about planting trees; it is about restoring nature across a range of habitats from woodlands to wildflower meadows and wetlands.

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Nikko AM launches LBO fund

December 19, 2025

Nikko Asset Management has launched a new leveraged buyout fund in Australia.

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Wealth Enhancement to Acquire AEGIS Financial, an Independent RIA with Over $468 Million in Client Assets

December 19, 2025

This partnership will bring the firm’s total client assets to more than $132.2 billion.

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Blackstone,Revolut in talks to collaborate on wealth management – report

December 19, 2025

The company is also looking to hire a private banker in the UK to manage and support relationships with high-net-worth individuals worldwide.

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Wipfli: Wealth Management Executives Bullish on Growth for Next Year

December 18, 2025

But there are a lot of variables that can impact growth, including how well firms can turn digital investments into real performance gains, according to the advisory and accounting firm.

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Wealth managers fight for attractive HNW demographic

December 18, 2025

In its report 10 Wealth Management Trends 2026 found these HNW clients are those seeking the direct relationship and curated access with their adviser as well as the premium digital experience.

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Great Wealth Transfer drives rise in multi-generational planning

December 18, 2025

Financial advisors are increasingly serving entire families, not just individual clients, as the Great Wealth Transfer accelerates.

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