Wealth and Asset Management

14928 articles found

Wealth and Asset Management

Ogier lawyers recognised as eprivateclient’s 2026 Crown Dependencies NextGen leaders

George Yates and Kathryn Macken from Ogier’s Private Wealth team have been named in eprivateclient’s latest Crown Dependencies NextGen list.    The annual list is a collection of rising stars in the private client advisory profession. It recognises individuals with fewer than 15 years' experience who are "shaping the future of private wealth" across Jersey, […]
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Wealth and Asset Management

Churchill Asset Management and Seviora Close Approximately $400 Million Collateralized Fund Obligation Combining U.S. and Asian Private Capital Strategies

Churchill Asset Management LLC and Seviora Holdings Pte. Ltd. have announced the closing of an approximately $400 million Collateralized Fund Obligation (the “CFO”).    The CFO invests across Churchill’s U.S. junior capital and private equity secondaries strategies and Seviora’s Asian private credit and global fund-of-funds strategies, providing institutional investors with diversified exposure across sponsors, investment […]
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Wealth and Asset Management

Forbes Ranks Pence Wealth Management’s Laila Pence No. 1 Among Southern California Women Advisors

Laila Pence, president and co-founder of Pence Wealth Management, has been named the No. 1 Best-In-State Top Women Wealth Advisor in Southern California by Forbes.    She also ranked No. 8 nationally on the publication’s 2026 list of America’s Top Women Wealth Advisors, further elevating the Newport Beach-based firm’s profile in the competitive wealth management […]
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Wealth and Asset Management

First Financial Bankshares Renames Wealth Company to First Financial Wealth Management

First Financial Bankshares has announced that its wealth services company, formerly known as First Financial Trust, is now operating as First Financial Wealth Management.    The name change takes effect immediately and will be reflected across all communications, locations, and materials over the coming months.   The change is a clarification, not a restructuring. The […]
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Wealth and Asset Management

HSBC issues digitally native structured product

HSBC announced today the successful private placement of its first digitally native structured product.   It involves US dollar-denominated notes issued in Hong Kong, supported by Marketnode, an Asia Pacific digital market infrastructure operator.   Marketnode acted as the tokenisation agent, enabling digitally native issuance directly on a blockchain.   It also acted as the […]
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Wealth and Asset Management

Private wealth specialist shortlisted as Crown Dependencies NextGen leader

Guernsey practitioner Alex Smedley has been shortlisted in the 2026 eprivateclient Crown Dependencies NextGen Leaders list, recognising his position as an emerging private client professional.   The accolade recognises rising stars working across the private client advisory professions in Guernsey, Jersey and the Isle of Man.    It draws on PAM Insight’s experience and knowledge […]
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Wealth and Asset Management

Quilter partners with Plain Numbers to strengthen vulnerable customer communications

Quilter has announced a one-year partnership with Plain Numbers, a communications specialist focused on helping organisations make numbers easier for customers to understand.   The Plain Numbers Method is an evidence-based, extensively tested approach that can be applied across a wide range of customer communications. It focuses on presenting numbers clearly and putting them in […]
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Wealth and Asset Management

FINMA guidance on quantum computing

The Swiss Financial Market Supervisory Authority FINMA has today published its guidance on quantum computing.    The guidance presents the results of a survey on the opportunities and risks posed by quantum computers and discusses possible measures to mitigate the cyber risk posed by powerful quantum computers.   Between November 2025 and January 2026, FINMA […]
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Wealth and Asset Management

Wealth advisers must navigate private market challenges

Private markets are playing an increasingly central role in how wealth is created and accessed. According to Morgan Stanley, private investment strategies have outperformed small-cap US public equities across three, five and 10-year horizons.   Meanwhile, the opportunity has expanded dramatically. There are now more than 17,000 US private companies generating over $100mn in annual […]
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Wealth and Asset Management

Allspring and Pictet join CityHive’s ACT list

Allspring Global Investments and Pictet Asset Management have become ACT signatories.    The additions bring the total number of firms in the ACT list to 42.   Assets under management run by ACT signatories have reached £13.9trn, with Allspring accounting for £467bn and Pictet £269bn.   Andy Sowerby, CEO at Allspring Global Investments (UK), said: […]
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