Wealth and Asset Management Archives - Page 29 of 1497

Interim report of the Swiss National Bank as of June 30, 2026

July 31, 2026

The Swiss National Bank reports a profit of 25.2 billion Swiss francs for the first half of 2026. The profit on foreign currency positions amounted to CHF 31.7 billion. A valuation loss of CHF 6.4 billion resulted from the gold holdings. The profit on Swiss franc positions was CHF 0.1 billion. The National […]

Wealth and Asset Management

New platform brings together expertise on Switzerland's financial centre

July 31, 2026

With the Swiss Banking Outlook Branchenforum Forum 2026, the Swiss Bankers Association (SBA) is launching a new dialogue platform for Switzerland's financial centre. The inaugural event will take place in Zurich at the end of August 2026 and bring together experts from member institutions. The focus of the first edition is the competitiveness of […]

Wealth and Asset Management

VanEck, Allocate partner on private markets access for wealth channel

July 31, 2026

Financial advisors and RIAs will gain broader access to private capital strategies as VanEck partners with Allocate, the private markets operating system for wealth advisory firms and fund managers, tapping its technology and operational infrastructure to bring institutional private markets expertise to the wealth channel. VanEck retains full control over strategy, product, and investor […]

Wealth and Asset Management

Sanlam Trustees International secures Guernsey licence

July 31, 2026

Sanlam Trustees International (Guernsey) Limited (STIGL) has been awarded a stand-alone fiduciary licence by the Guernsey Financial Services Commission (GFSC). Previously operating under a managed trust company arrangement, this development establishes the company as an independently licensed fiduciary services provider in Guernsey. The granting of the licence follows the official launch of Sanlam […]

Wealth and Asset Management

H1 2026 NatWest Group Results

July 31, 2026

Chief Executive, Paul Thwaite, commented: “NatWest Group’s strong performance in the first half of the year shows that our strategy is consistently delivering for customers and shareholders. We are growing all three of our customer businesses, becoming even more efficient and delivering market-leading returns, with a Return on Tangible Equity of 19.7%. Our performance […]

Wealth and Asset Management

HSBC: AI Boom Remains Intact Despite Semiconductor Volatility

July 31, 2026

The recent sell-off in Asian semiconductor stocks should not be mistaken for the end of the artificial intelligence investment cycle. Instead, it reflects investors reassessing lofty earnings expectations, according to HSBC Private Bank. «The current pullback in semiconductor and memory stocks is more of a rotation than capitulation,» Patrick Ho, Chief Investment Officer for […]

Wealth and Asset Management

Wall Street’s Private Banks Are Vying for AI’s Paper Money Elite

July 31, 2026

In the race to win a coveted role on the next mega US IPO and manage the ensuing riches, Wall Street’s wealth advisers are ramping up lending to founders and entrepreneurs based on the soaring values of their private companies. Loans to clients with difficult-to-tap paper riches are surging, according to interviews with bankers, […]

Wealth and Asset Management

Record 1 in 3 Dollars Flow into Private Equity Among Ultra-High-Net-Worth Investment Portfolios in Q2 2026

July 30, 2026

TIGER 21 has released highlights from its Q2 2026 Asset Allocation Report (AAR). The insights, gathered from portfolio allocation data submitted by Members, point to the consolidation of long-term trends in how wealth creators are positioning their portfolios, with private equity establishing itself as the dominant asset class at a record 34% of allocations, […]

Wealth and Asset Management

Forces driving the institutionalisation of UK wealth management

July 30, 2026

Wealth management has always sat apart from other parts of financial services. Pension schemes exist for one main reason: to provide income in retirement. Insurance transfers risk. Asset management focuses on generating returns for a given level of risk. Wealth management, by contrast, has never had a single job. For most clients, wealth must […]

Wealth and Asset Management

Half year results for the six months ended 30 June 2026

July 30, 2026

Strong investment performance and net inflows across our diversified range of strategies Record AUM1 of $253.6 billion as at 30 June 2026 (31 December 2025: $227.6 billion) Positive investment performance of $19.8 billion, +0.4% relative to peers[KPI], with continued strength from our multi-strat Net inflows of $7.1 billion, 3.4% ahead of the industry[KPI] 46% increase […]

Wealth and Asset Management

Investcorp Invests in Berger Financial Group

July 30, 2026

Investcorp has announced that it has invested in Berger Financial Group, Inc. (“Berger”), a leading full-service wealth management platform providing comprehensive financial advisory services to individual investors and retirement savers across the United States. Investcorp has a well-established history of investing in specialized business and professional services firms, with notable investments including PKF O’Connor […]

Wealth and Asset Management

LGT Capital Partners prices Legato IV at EUR 405 million

July 30, 2026

LGT Capital Partners has successfully priced Legato Euro CLO IV DAC (Legato IV), the firm’s fourth transaction through its dedicated collateralized loan obligations (CLO) platform. The deal reached a transaction size of EUR 405 million, bringing the total AuM managed through the platform to EUR 1.8 billion. Legato IV attracted orders from over 20 […]

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