Wealth and Asset Management Archives - Page 238 of 1494

US asset manager strengthens its commitment in Switzerland

September 24, 2025

The company is known for thematic investment strategies in areas such as disruptive technologies, infrastructure, commodities, and income-oriented strategies.

Wealth and Asset Management

Apollo Targets Wealthy Europeans With New Private Capital Funds

September 24, 2025

The three new funds will broaden access to Apollo’s European private credit, global diversified credit and private markets secondaries offerings, with clients able to invest in each for as little as €10,000 ($11,791)

Wealth and Asset Management

Pictet AM launches global income strategy

September 24, 2025

The Swiss asset manager’s new fund is domiciled in Hong Kong.

Wealth and Asset Management

Manulife Wealth & Asset Management to Acquire Schroders Indonesia

September 24, 2025

The acquisition will leverage both firms’ combined depth of experience and expand the range of world-class investment solutions available to clients.

Wealth and Asset Management

Wellesley Asset Management acquires Halbert Wealth in US

September 24, 2025

The transaction extends Wellesley’s geographic reach into the Austin market and adds to its range of services and investment capabilities.

Wealth and Asset Management

Apollo Expands Wealth Platform with Three Evergreen ELTIFs, Unlocking Broader Access to Private Markets

September 24, 2025

The three new products will launch under the ELTIF 2.0 fund regime

Wealth and Asset Management

Manx Financial outlines plans to grow CAM Wealth

September 23, 2025

The AIM listed Isle of Man-based financial services group saw its profits before tax increase by 16% to £4.1m for the six months ended 30 June 2025 on operating income of £18.4m and interest income of £17.7m.

Wealth and Asset Management

CTBC Bank’s smart wealth management model drives growth in client reach

September 23, 2025

Within its first year, the initiative drove a threefold increase in affluent client reach, a 20% rise in per-client annual revenue, and a 50% surge in engagement frequency, setting a new benchmark for smart wealth management in Taiwan.

Wealth and Asset Management

Saffery Trust wins international award for second year in a row

September 23, 2025

The company also pointed to investments in staff training and development, noting it has been recognised as a STEP Platinum Employer for ten consecutive years.