Wealth and Asset Management

14966 articles found

Wealth and Asset Management

Berenberg presents its 2025 annual financial results – net profit of €20.2 million

Auditor issues an unqualified audit opinion Bank closes the first half of 2026 with a surplus of around 40 million euros Four weeks after the Federal Financial Supervisory Authority (Bafin) appointed two special commissioners as new managers, the annual financial results for 2025 have been finalized.    The auditing firm Deloitte issued an unqualified audit […]
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Wealth and Asset Management

Macquarie Asset Management Announces Successful Close of Aligned Data Centers Transaction

Macquarie Asset Management has announced the successful completion of the sale of Aligned Data Centers to a consortium of investors comprising the AI Infrastructure Partnership (AIP), MGX and BlackRock's Global Infrastructure Partners.    The transaction follows Macquarie Asset Management's ownership of Aligned since 2018, during which time the company expanded from two operational facilities and […]
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Wealth and Asset Management

Envestnet Launches Wealth Trading, Delivering a Modern Trading Experience for Advisors and Enterprises

Envestnet has announced the availability of Envestnet Wealth Trading, a fully redesigned trading experience that helps advisors and enterprises manage portfolios more efficiently, execute trades with greater confidence, reduce operational friction and streamline complex trading workflows at scale.   Built with direct input from advisors and enterprise clients, Wealth Trading replaces legacy trading experiences with […]
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Wealth and Asset Management

Market Optimism Builds Despite Inflation Concerns, Morgan Stanley Wealth Management Pulse Survey Finds

Morgan Stanley Wealth Management has announced the results of its quarterly retail investor pulse survey: Bullishness ticks up. Over three in five (62%) investors are bullish this quarter, up from 56% last quarter, while 66% expect markets to move higher by quarter-end compared to 55% in Q2. Concern for volatility remains pronounced, but eases slightly. […]
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Wealth and Asset Management

From the Premier League to Private Wealth: Christophe Berra Joins Skybound Wealth's Athletes & Creators Division

What This Article Helps You Understand Who Christophe Berra is and the 20-year football career behind the appointment Why athletes and creators face financial challenges that standard advice was never built for How a compressed, cross-border earning window changes the planning that is needed What Berra will focus on as a Private Wealth Adviser, from […]
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Wealth and Asset Management

The rise of the ‘financially single’ couple

Almost half of couples (46%) do not share their financial planning equally and instead act alone Less than two in five (38%) of people in long-term relationships have sought financial advice with their partner Two-thirds (65%) of financial advisers reported that couples are more financially confident when they plan together Quilter has partnered with relationship […]
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Wealth and Asset Management

Deutsche Bank recognised by Euromoney for M&A leadership across APAC

Deutsche Bank has secured four major wins at the 2026 Euromoney Awards for Excellence, with the bank named Best Investment Bank for M&A in China, Indonesia, Malaysia and Singapore.   Widely regarded as one of the banking industry's most prestigious awards programmes, Euromoney's Awards for Excellence recognise institutions delivering outstanding results, innovation and client impact. […]
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Wealth and Asset Management

Netwealth launches new offering to service HNW channel

Platform company, Netwealth, has brought a new targeted wholesale offering to market designed to assist advisers in catering to the specialist and ‘complex’ wealth needs of high net worth (HNW), ultra high net worth (UHNW) and sophisticated investors.   Netwealth Private offers a bespoke dashboard tailored to the ‘sophisticated whole-of-wealth’ needs of wholesale investors, bringing […]
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Wealth and Asset Management

Cape Capital bond sub-fund goes into liquidation

The Cape Select Bond Fund, a bond sub-fund offered by independent Zurich-based wealth manager Cape Capital, has gone into liquidation. The sub-fund had previously utilised UBS as a custodian bank.   In its letter to shareholders, the board acknowledged that ‘sustained outflows over an extended period’ had resulted in the assets under management of the […]
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Wealth and Asset Management

Maltese Segregated Cell Foundations: a flexible structure for succession planning and family wealth governance

As international families become increasingly global and wealth structures become more sophisticated, advisers may need structures that support succession planning, asset segregation and effective family governance.    Maltese Segregated Cell Foundations can provide a practical way to administer different branches of a family or distinct pools of assets within a single legal framework while maintaining […]
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