Wealth and Asset Management

14966 articles found

Wealth and Asset Management

HLB Private Bank debuts two private market funds

HLB Private Bank has launched two new funds with Gaia Investment Partners.   The Global Private Equity Fund-of-Funds II (Total Returns Focused) is designed for long-term capital compounding and targets a net internal rate of return (IRR) in the mid-teens, the private bank said.   The fund’s portfolio is allocated across mid-market buyouts, co-investments, secondaries, […]
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Wealth and Asset Management

OCBC has expanded its invite-only GENesis programme to include the children of high-net-worth customers in Hong Kong.

OCBC has expanded its invite-only GENesis programme to include the children of high-net-worth customers in Hong Kong.   Now in its third year, the exclusive programme has grown steadily since its inception with 27 participants from Singapore, Malaysia, Indonesia and Hong Kong. More than half of this year’s cohort come from families where at least […]
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Wealth and Asset Management

Objectway Expands Into Capital Markets With Its Project to Acquire French Specialist SLIB, Pushing Forward Its Pan-European Growth Strategy

Strong complementary offering and expertise create new opportunities for strengthening strategic presence in France and broadening end-to-end proposition across key European markets.   Key takeaways With this transaction, Objectway will extend its direct presence in France, adding another leading financial centre to its current footprint in major European hubs such as Italy, Germany, Switzerland, Benelux […]
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Wealth and Asset Management

Staying agile: Managing change and shocks is now business as usual for insurers

Insurers manage their asset portfolios in a multidimensional and complex environment, combining multiple objectives and constraints. Recent history shows that all parameters are interdependent and evolving, including sudden and non-linear macro shocks Beyond current circumstances, insurers should contemplate how they can strengthen their investment and risk management frameworks – and consider exploiting a broader set […]
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Wealth and Asset Management

Julius Baer and Dubai Department of Economy and Tourism sign agreement to advance Dubai's global wealth hub status

Agreement establishes structured pathways for family offices, business owners and ultra-high-net-worth individuals under the Dubai Economic Agenda, D33 Collaboration reflects the shared ambition of DET and Julius Baer (Middle East) Ltd. to position Dubai as a leading destination for wealth management solutions among international private clients Julius Baer (Middle East) Ltd., has signed a strategic […]
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Wealth and Asset Management

Envestnet Rebuilds Advisor Trading Platform as Wealth Managers Demand Institutional-Grade Workflows

Envestnet has launched Wealth Trading, a redesigned portfolio trading platform that unifies portfolio management, trade creation, order review, execution and post-trade oversight within a single workflow.    While presented as a user interface upgrade, the launch reflects a broader shift taking place across the wealth management industry as registered investment advisers, broker-dealers and enterprise wealth […]
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Wealth and Asset Management

Wealth Professional reveals its 5-Star Advisory Teams for 2026

Wealth Professional has named 35 wealth management firms and teams as its 5-Star Advisory Teams for 2026, the fifth edition of the annual recognition, selected through a national investor nomination process.    The award recognizes multi-advisor teams that move beyond investment selection to deliver holistic, proactive service across every market condition.     According to Lindsey […]
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