Wealth and Asset Management Archives - Page 49 of 1535

Partners Group closes USD 1 billion private credit mandate in Asia

August 17, 2026

The open-ended evergreen structure will support the client in building flexible, long-term exposure to the asset class in the region Partners Group has closed more than five mandates in Asia over the last year, including a EUR 800 million mandate with a sovereign wealth fund Partners Group has created bespoke mandates for institutional investors in […]

Wealth and Asset Management

Mattioli Woods renews Leicester Tigers partnership

August 17, 2026

Mattioli Woods has announced that it has renewed its long-standing partnership with Leicester Tigers for the 2026/27 season, reinforcing one of the most recognisable commercial relationships in English rugby while launching an ambitious digital-first activation strategy designed to extend the partnership's reach far beyond matchdays. The renewed agreement sees Mattioli Woods retain the naming […]

Wealth and Asset Management

Titan Wealth acquires Channel Islands tax firm

August 17, 2026

Titan Wealth has acquired Channel Islands tax advisory firm LTS Tax, expanding its specialist cross-border tax capabilities. The deal, subject to regulatory approval, follows Titan Wealth’s recently announced acquisition of Progeny International. LTS provides UK, Jersey and Guernsey tax advisory and compliance services, including personal and corporate taxation, trust taxation, inheritance tax planning, […]

Wealth and Asset Management

Iress UK earnings rise 43% in first half of 2026

August 17, 2026

Iress’ UK business delivered a 43% increase in adjusted EBITDA to £4.6m in the first half of 2026, as the technology provider continued to invest in product development, AI and engineering capabilities. UK recurring revenue increased 3% year-on-year, while operating expenses fell 5.3%, according to its half-year results published today (17 August). Iress […]

Wealth and Asset Management

Ping An Wealth Management H1 net profit falls 21% year-on-year; AUM drops below 1 trillion yuan mark

August 17, 2026

The first set of semi-annual operating data from a bank wealth management subsidiary is out. Ping An Bank (000001.SZ) disclosed in its 2026 interim report that its wealth management subsidiary, Ping An Wealth Management, posted first-half net profit of 553 million yuan (approximately $82.2 million), down 21% year-on-year, extending last year's downward trend. Its […]

Wealth and Asset Management

Earnings season: From headliners to supporting acts

August 17, 2026

The improvement in overall corporate earnings growth expectations in the second quarter has been driven by sectors outside of technology. Improving US domestic economic conditions are lifting a wide range of companies, across industries including construction, transportation and capital goods. We maintain an overweight position in equities, but we are underweight in US stocks. Although […]

Wealth and Asset Management

Charities stick to ESG investment focus despite pressure to boost returns

August 17, 2026

76% say they are coming under pressure to relax ESG policies in order to achieve returns needed to provide services. Two out of three say investment exclusion policies will become stricter over the next two years. Charities are sticking to their ESG investment principles despite pressure to relax policies in order to achieve higher returns, […]

Wealth and Asset Management

Singapore speeds up bank onboarding to woo family offices after scandal

August 17, 2026

In a bid to bolster its competitive edge against rival wealth hubs like Hong Kong and Dubai, Singapore has moved to compress bank onboarding timelines to roughly one month, following a year-long review that found onboarding procedures had grown excessive in the wake of the country's 2023 money laundering scandal. The move stems from […]

Wealth and Asset Management

Citi Investor Services Wins US$380 Billion Middle Office Mandate from Aegon Asset Management

August 14, 2026

Citi Investor Services has won a US$380 billion mandate from Aegon Asset Management, expanding a 20-year relationship and underscoring its strategy to realize opportunities with asset managers globally Citi has extended the breadth of its middle office offering to include full Investment Book of Record (IBOR) services, trade management and settlement and performance measurement via […]

Wealth and Asset Management

Yomiuri: MUFG to Strengthen Wealth Management Services in Asia, Deputy Chairman Says

August 14, 2026

Mitsubishi UFJ Financial Group Inc. (MUFG) plans to strengthen its wealth management services as a pillar of its Asian strategy, Deputy Chairman Yasushi Itagaki revealed in a recent interview with The Yomiuri Shimbun. Itagaki oversees the company's Asia strategy. The following is excerpted from the interview. The Yomiuri Shimbun: In recent years, you […]

Wealth and Asset Management

Affin Bank’s Wong Kok Hong: Diversification remains the foundation of portfolio construction

August 14, 2026

As part of our series of exclusive gatekeeper interviews, FSA speaks with Wong Kok Hong, head of wealth investment advisory, Affin Group. Wong Kok Hong is a leader in Malaysia’s wealth management and investment advisory landscape, with over a decade of experience delivering strategic solutions to retail investors, high-net-worth clients, and corporate portfolios. […]

Wealth and Asset Management

Quilter red flags Cirilium active funds for more poor returns

August 14, 2026

Quilter Investors has red-flagged most of the active funds in its Cirilium multi-asset range, with four of the five strategies clearly underperforming their IA sectors over five years. In the group’s annual Assessment of Value (AoV) report for the 12-month period to the end of March, the Cirilium Conservative, Balanced, Moderate and Dynamic portfolios […]

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