Wealth and Asset Management

14928 articles found

Wealth and Asset Management

Maybank Rolls Out AI Wealth Platform With Swiss Fintech

Maybank has partnered with Swiss wealth technology firm Evooq to deploy an AI-powered advisory platform, aiming to equip relationship managers with smarter portfolio insights and more personalized client advice.     Maybank is stepping up its artificial intelligence ambitions in wealth management by partnering with Swiss wealth technology provider Evooq to deploy AI-powered advisory solutions across […]
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Wealth and Asset Management

Vontobel gives young artists a big stage

In addition to investment portfolios, Vontobel has maintained a close relationship with art for decades. Since 2017, the Zurich-based investment house has awarded the "A New Gaze" prize every two years to emerging artists.    This year's edition, themed "Switzerland 2084," was won by Zurich artist Jiajia Zhang. finews spoke with curator Georgina Casparis and […]
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Wealth and Asset Management

The drive behind our Wealth Planning expertise

Wealth Planning often involves some of the most important decisions a family will make. Questions around succession, governance, relocation, philanthropy, and the transfer of wealth can have implications not only for today’s generation, but for those who follow.   Wealth Planning often involves some of the most important decisions a family will make. Questions around […]
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Wealth and Asset Management

Lombard Odier and Alpha Japan are entering a new phase of their long-standing collaboration

Key points. Alpha Japan Asset Advisors will now operate under the name Alpha Japan LO. Expanded access in Japan to Lombard Odier's global asset management solutions Increased pan-European distribution of specialized Japanese equity strategies. The Lombard Odier Group, a leading global wealth and asset manager, and Alpha Japan LO am – formerly Alpha Japan Asset […]
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Wealth and Asset Management

Praxis earns hat trick of STEP Private Client Awards nominations

Praxis has been shortlisted for Trust Company of the Year (Large Firm) at the prestigious 2026 STEP Private Client Awards for the third consecutive year, reinforcing the strength of its independent, international private wealth proposition.   The nomination follows shortlistings in 2024 and 2025, demonstrating sustained recognition for Praxis’ client service, technical expertise and long-term […]
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Wealth and Asset Management

Beyond the ETF: how Mirabaud builds resilient discretionary portfolios

Passive investing has won the cost battle, but not every market is equally efficient. Mirabaud Wealth Management CIO Castillo explains why the firm combines index investing, selective active management and alternatives to navigate changing market regimes.   As investing becomes increasingly commoditised through low-cost ETFs and digital platforms, wealth managers must differentiate themselves not by […]
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Wealth and Asset Management

Households urged to invest more as property ties up Ireland's €1.4tn wealth

Growing property values have accounted for two-thirds of wealth generation in Ireland over the past decade, according to wealth management and financial advisory Fordel's second annual Wealth of Nations report.   The study shows that Irish wealth increased by 9.4% or €120bn to €1.4tn in 2025, with property accounting for €973bn and cash deposits €194bn. […]
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Wealth and Asset Management

Morgan Stanley Wealth Management Expands Access to Private Markets and Alternatives with PMAX – Balanced and PMAX – Growth Funds

Morgan Stanley Wealth Management announced that it has expanded access to the Morgan Stanley Private Markets and Alternatives Fund by registering it as PMAX – Balanced.    This change removes the accredited investor requirement, lowers minimum investment amounts, and introduces daily subscriptions, making private market strategies accessible to a broader range of clients through a […]
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Wealth and Asset Management

Europe’s Private Banks Face Profit Slowdown – AI and Strategic Shifts Offer Opportunities

Slowing wealth creation in Europe, a major generational wealth transfer and the rapid rise of AI are putting significant pressure on traditional private banking business models. A McKinsey study expects substantial profit risks over the next five years, while also identifying considerable potential through strategic adjustments.   Europe’s private banks are approaching a turning point […]
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