Wealth and Asset Management Archives - Page 28 of 1497

The firm bringing private markets to the people via the ETN wrapper

August 3, 2026

An exchange-traded note solves an access problem for wealth managers and retail investors, says Private Markets Alpha CEO Tom Douie If 90% of the world’s economic activity is carried out by unlisted companies, then surely it makes sense to have at least some exposure to this in your portfolio. This is the most […]

Wealth and Asset Management

Apollo Selects Austin for Strategic Hub for Talent, Innovation and Long-Term Growth

August 3, 2026

Apollo Global Management, Inc. has announced Austin, Texas, as the location of a new hub built around innovation, emerging technology and the next phase of the firm's growth. The office will be led by Eric Needleman and Mike Downing. “At Apollo and Athene, we help meet the capital needs of companies and economies, while […]

Wealth and Asset Management

Quilter's Cirilium introduces index-linked gilts to portfolios

August 3, 2026

Quilter has announced that it has introduced index-linked gilts as a dedicated asset class within its Cirilium portfolios following an optimisation of its strategic asset allocation (SAA). To get this exposure, the portfolios have added the Vanguard Inflation-Linked Gilt Index Fund to the lower risk portfolios to enhance overall diversification, particularly given the current […]

Wealth and Asset Management

BBVA acquires SocGen's 50% stake in brokerage joint venture Altura Markets

August 3, 2026

BBVA has reached an agreement with Société Générale (SG) to integrate Altura Markets into the BBVA Group by acquiring the 50 percent stake currently owned by the French bank, becoming the company's sole shareholder. The transaction is subject to the relevant regulatory approvals. Since its establishment as a partnership between BBVA and Société Générale, […]

Wealth and Asset Management

UBS Hit With Record $125 Million Penalty Over Repeat Anti-Money Laundering Failures

August 3, 2026

UBS Wealth Management USA has agreed to pay $125 million in fines from four regulators over allegations of repeated and long-standing anti-money laundering deficiencies. The penalties include a $125 million fine from the Department of the Treasury’s Financial Crimes Enforcement Network, which called the action “historic” and the largest sanction ever imposed against a […]

Wealth and Asset Management

EFG expands to Bern

July 31, 2026

Private bank EFG International is further expanding its presence in Switzerland. However, the expansion into Bern is not being driven from Zurich. EFG International has been present in the canton of Bern for two and a half years: The private bank opened a branch in Gstaad at the beginning of 2024, where a team […]

Wealth and Asset Management

Drew Grider Named No. 26 on Forbes Best-In-State Wealth Advisors 2026 List for the Chicago Suburbs

July 31, 2026

Leelyn Smith has announced that Drew Grider, CFA, President of the firm, has been named to the Forbes Best-In-State Wealth Advisors 2026 list, ranking No. 26 out of 270 advisors evaluated in the Chicago suburbs category. The annual ranking, produced by Forbes in partnership with SHOOK Research, identifies the country's top financial advisors through a […]

Wealth and Asset Management

RBC Snags UBS Team Managing $1.5 Billion in Florida

July 31, 2026

A team managing $1.5 billion in assets at UBS Wealth Management USA split from the wirehouse to join RBC Wealth Management in Palm Beach Gardens, Florida, a spokesperson confirmed. The Focus Wealth Management team, which is led by advisors James “Trey” Mahoney III, Peter H. Foley, Jr. and Justin D. Warzala, joined RBC on […]

Wealth and Asset Management

Wealth planning in a changing tax landscape

July 31, 2026

Recent changes to Inheritance Tax (IHT) and Capital Gains Tax (CGT) and business succession reliefs have altered the planning landscape for many individuals and families. At the same time, HMRC continues to increase its focus on wealthy taxpayers, creating a need for robust, well-documented and regularly reviewed planning arrangements. For many individuals and families, […]

Wealth and Asset Management

BDM Wealth Management Appointed Corporate Advisor to UK Neobank Lunor Pay

July 31, 2026

BDM Wealth Management has been appointed as corporate advisor to Lunor Pay Ltd, a United Kingdom-based neobank founded by Corey Payne. The two firms confirmed the appointment following the signing of a formal advisory agreement. Under the agreement, BDM Wealth Management will provide corporate structuring and advisory services to support Lunor Pay as […]

Wealth and Asset Management

Why the next generation matters in future-proofing wealth planning

July 31, 2026

One of the biggest risks to long-term wealth planning is not tax, regulation or investment performance, it is disengagement or lack of understanding from the next generation. This is one of the greatest overlooked threats to long-term wealth planning. And the risk is that the next generation neither understands the structure put in place […]

Wealth and Asset Management

The Great Wealth Transfer May Become the Great Alts Boom

July 31, 2026

The biggest wealth transfer in history may also become one of the biggest boons for alternative assets. With roughly $124 trillion moving from older to younger generations over the next two decades, many wealthy heirs aren’t following their parents’ investing playbook. Instead, they plan to direct a significant portion of those assets into alternatives, […]

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