Wealth and Asset Management

14966 articles found

Wealth and Asset Management

BVI Private Trust Companies: governance, succession planning and continuity for family wealth

Alongside established trust structures, the BVI Private Trust Company (PTC) has become an increasingly valuable governance solution, providing families with a dedicated corporate trustee for estate, tax and succession planning.   While trusts remain a central tool, many entrepreneurial families face a common challenge: balancing effective fiduciary oversight with the knowledge and experience that sits […]
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Wealth and Asset Management

Astraeus Launches AI-Native Infrastructure for Wealth Management Firms

Astraeus has announced the launch of its AI-native infrastructure platform for wealth management firms, built to give artificial intelligence the firm-specific context it needs to operate inside a regulated advisory business.    Astraeus works with investment advisory firms, wealth technology platforms, private equity firms, and strategic consulting organizations seeking to modernize their infrastructure and build […]
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Wealth and Asset Management

Standard Chartered to launch Signature CIO Funds from GIFT City

Standard Chartered has announced that it will begin offering wealth solutions from India’s Gujarat International Finance Tec-City (GIFT City) following an in-principle approval from the International Financial Services Centres Authority (IFSCA) to distribute Capital Market products.    The approval marks an important milestone in the Bank’s efforts to broaden access to its global wealth capabilities. […]
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Wealth and Asset Management

Why Wealth Taxes Always Fail

Around the world, wealth taxes have become a major topic of political debate. Proposals for a supranational wealth tax in the European Union, a billionaire tax in California, and the floating of similar measures in New York, France, and Denmark all reflect a growing conviction that extraordinary concentrations of wealth warrant extraordinary responses.   Yet […]
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Wealth and Asset Management

Nordlux will become part of Cinerius and, following the planned merger with GSLP, will be the largest Luxembourgish asset manager for German-speaking clients.

Cinerius Financial Partners AG is acquiring a majority stake in Nordlux Vermögensmanagement SA, based in Luxembourg. Together with GSLP International S.à rl, this will simultaneously create the largest Luxembourg-based asset manager focusing on German-speaking clients.    The completion of the transaction and the merger of Nordlux and GSLP are subject to the necessary regulatory approvals. […]
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Wealth and Asset Management

Finpension continues to grow rapidly

The digital provider's assets under management have grown by half within a year, reaching 6 billion Swiss francs. Founder Beat Bühlmann is next targeting a banking license and the mortgage business.   Since the beginning of August, more than 6 billion Swiss francs have been invested via Finpension . At the same time, the number […]
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