Wealth and Asset Management

Wealth and Asset Management

The Intelligent Allocator: Investing like a Viking – portfolio strategy and navigation lessons

December 17, 2025

The choice is not between active and passive strategies, but rather between sitting indefinitely in cash or investing nimbly with a core strategy that adapts as the world shifts – our analysis offers clear answers.

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Wealth and Asset Management

Tavistock wins £250,000 interim award in legal battle

December 17, 2025

Titan has been ordered to pay to Tavistock an interim amount on account of costs of £250,000 within 28 days of the hearing.

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Wealth and Asset Management

Coriats expands into new markets with Jersey office launch

December 17, 2025

The new office will allow us to offer bespoke solutions tailored to the needs of clients in this dynamic market, underpinned by Coriats’ reputation for integrity, connectivity and delivery of client service excellence.”

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Wealth and Asset Management

Banque Richelieu Switzerland: New CEO, New Focus, New Headquarters

December 17, 2025

Zurich-based private bank became Banque Richelieu Switzerland.

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Wealth and Asset Management

Brookfield’s 2026 Investment Outlook: A Defining Moment for Global Markets

December 17, 2025

A structural, multi-decade cycle is underway, powered by rising electricity demand, rapid AI adoption, and the reorientation of global supply chains.

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Wealth and Asset Management

Los Angeles-Based UBS Advisor Team Wise River Advisors Ranked #10 on Forbes America’s Top Private Wealth Management Teams List

December 17, 2025

Wise River Advisors ranked #10 nationally, marking the fourth consecutive year that the team has been named to the list.

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Wealth and Asset Management

Julius Baer favours financials going into 2026

December 17, 2025

The Swiss private bank also expects the asset management industry to see steady revenue growth continuing.

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Wealth and Asset Management

EP Wealth acquires Clearview Wealth Advisors

December 17, 2025

The acquisition brings approximately $218m in assets under management to EP Wealth’s Phoenix region.

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Wealth and Asset Management

Expect changes in investor behavior in 2026 as prediction markets expand

December 17, 2025

Wealth managers are already seeing changes in investor behavior due to the growth of prediction markets and sports betting. And they expect more evolution in 2026.

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Wealth and Asset Management

Wealth Enhancement acquires Spectrum Wealth Management and Putman Group

December 17, 2025

The transaction will add a team comprising an adviser, 14 financial professionals, and five support staff into Wealth Enhancement, overseeing more than $182m in client assets.

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Wealth and Asset Management

Rosell Wealth Management Rebrands as Exemplar Wealth Advisors, Adds Partner, and Launches Exit Planning Focus

December 17, 2025

“Local Wealth Firm Rebrands to Meet Owners’ Next Big Challenge”

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Wealth and Asset Management

Aquila launches new asset manager in Zurich

December 17, 2025

Activities that require a license as a bank, securities firm or manager of collective assets are expressly excluded," as stated in the Official Gazette of the Commercial Register .

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