Wealth and Asset Management

15321 articles found

Van Lanschot Kempen reports 30% rise in first-half profit

Highlights half-year results 2026 Strong net inflows into assets under management (AuM) of €19.5 billion (Private Clients Netherlands: €1.5 billion, Private Clients Belgium: €0.2 billion, Investment Management Clients: €17.8 billion) AuM up 18% to €188.2 billion and client assets up 16% to €209.1 billion Net profit rose 30% to €88.2 million, with commission income up […]

Wealth managers seek fewer, deeper partnerships

Wealth managers have long been reducing the number of asset managers they work with, but that consolidation is becoming more pronounced as firms demand more from a smaller group of strategic partners.   The trend reflects what Jo McCaffrey, chief strategy and product officer at UK-based L&G Asset Management, calls the “institutionalisation” of wealth.   […]

Apollo Funds and KKR Announce Strategic Partnership to Support Atlantic Aviation’s Continued Growth

Apollo and KKR have announced a strategic partnership to support the continued growth of Atlantic Aviation (the “Company”), one of the largest private aviation infrastructure platforms in the United States.    Under the transaction, Apollo-managed funds (the “Apollo Funds”) have acquired a significant interest in the Company, while KKR-managed funds remain a substantial shareholder. The […]

Melbourne wealth manager Hewison receives PE investment

Melbourne-based Hewison Private Wealth has received a private equity investment from Pemba Capital Partners.   Founded by John Hewison  in 1985, boutique wealth manager and independent advisory firm Hewison manages $3 billion in funds under advice while Sydney firm Pemba Capital Partners was founded in 1998 to invest in small and mid-sized private businesses including […]

Cresset Adds $4B Boca Raton Team From UBS

Cresset Capital Management, a multi-family office based in New York overseeing more than $250 billion in client assets, has added a 16-person wealth advisor team that previously managed $4 billion in client assets at UBS.   The team, led by Michael Bober and Ed Ventrice, expands Cresset’s presence in the South Florida region with the […]

Prescott Wolf Capital Highlights Fiduciary Wealth Management Strategies for High-Net-Worth Families

Prescott Wolf Capital located in Japan, has highlighted fiduciary wealth management considerations for high-net-worth families and family offices, with emphasis on transparent advisory structures, customized asset allocation, tax-aware planning, and multi-generational wealth strategies.    The announcement addresses growing complexity across investment management, estate planning, liquidity events, and long-term capital preservation.   High-net-worth wealth management increasingly […]

EGR Wealth Limited enters administration

On 24 August 2026, EGR Wealth Limited (EGR Wealth) entered administration. Robert Goodhew and Geoff Bouchier of Kroll Advisory Limited were appointed joint administrators.   The joint administrators are responsible for managing the affairs of the firm during the administration process. They are officers of the court and need to comply with all insolvency law. […]

Private Banking vs Wealth Management: What the 2026 Rankings Show

Of approximately ninety independent private banking institutions assessed in the Top 30 Independent Boutique Private Banks 2026 ranking, thirty were selected, with Pictet and Lombard Odier both placed in Tier I.    In the corresponding ranking of specialist private-market managers and private wealth access platforms, thirty were also selected out of about one hundred and […]
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