Wealth and Asset Management Archives - Page 59 of 1528

Global forces reshaping modern succession and wealth transfer

July 27, 2026

The international landscape for estate and succession planning is influenced by the timeless need to address the age-old certainties of death, taxes and the desire to protect loved ones and pass on lasting legacies in the face of the changing, and at times disruptive, set of current influences on the world of wealth creation and […]

Wealth and Asset Management

HLB Private Bank debuts two private market funds

July 27, 2026

HLB Private Bank has launched two new funds with Gaia Investment Partners. The Global Private Equity Fund-of-Funds II (Total Returns Focused) is designed for long-term capital compounding and targets a net internal rate of return (IRR) in the mid-teens, the private bank said. The fund’s portfolio is allocated across mid-market buyouts, co-investments, secondaries, […]

Wealth and Asset Management

SSW Law & Beyond ranked Band 1 in Chambers High Net Worth 2026

July 27, 2026

SSW Law & Beyond has once again been ranked Band 1 for Private Wealth Law in Poland in the Chambers High Net Worth 2026 guide. Patrycja Goździowska and Tomasz Wickel have also received individual recognition. In its latest edition, Chambers High Net Worth describes SSW as “a highly sought-after firm for private clients in […]

Wealth and Asset Management

OCBC has expanded its invite-only GENesis programme to include the children of high-net-worth customers in Hong Kong.

July 27, 2026

OCBC has expanded its invite-only GENesis programme to include the children of high-net-worth customers in Hong Kong. Now in its third year, the exclusive programme has grown steadily since its inception with 27 participants from Singapore, Malaysia, Indonesia and Hong Kong. More than half of this year’s cohort come from families where at least […]

Wealth and Asset Management

BlackRock’s Stephen Gough: Fixed income is in a ‘golden age’

July 27, 2026

Depending on risk tolerance, both investment grade and high yield credit offer attractive options, Stephen Gough, managing director, head of Apac credit, BlackRock told FSA in a recent interview. In fact, at current absolute yield levels, fixed income is in a “golden age”. In particular, “Asia fixed income offers attractive yields, diversification, and robust […]

Wealth and Asset Management

HSBC plans to hire 100 AI specialists and 100 more RMs for wealth management

July 27, 2026

HSBC has announced it will establish a new Global AI Centre of Excellence in Singapore by 2H2026 as part of a broader investment to create more than 200 new roles in the country across AI and wealth. The Centre of Excellence is expected to employ 100 AI specialists working alongside teams in wealth management […]

Wealth and Asset Management

Objectway Expands Into Capital Markets With Its Project to Acquire French Specialist SLIB, Pushing Forward Its Pan-European Growth Strategy

July 27, 2026

Strong complementary offering and expertise create new opportunities for strengthening strategic presence in France and broadening end-to-end proposition across key European markets. Key takeaways With this transaction, Objectway will extend its direct presence in France, adding another leading financial centre to its current footprint in major European hubs such as Italy, Germany, Switzerland, Benelux […]

Wealth and Asset Management

Bordier UK added to AJ Bell and Söderberg & Partners platforms

July 27, 2026

Wealth and investment manager Bordier & Cie (UK) PLC has announced that its model portfolio services are now available on the AJ Bell Investcentre and Söderberg & Partners investment platforms. Financial advisers using both platforms can now access Bordier UK’s five Blended Managed Portfolio Service model strategies and four Risk Targeted Decumulation Service model […]

Wealth and Asset Management

Carlyle, Bain in race to buy Wealth Enhancement for $7bn – report

July 27, 2026

Carlyle and Bain Capital are in contention to acquire Wealth Enhancement in a deal that could value the wealth management platform at about $7bn including debt, the Financial Times has reported. Wealth Enhancement oversees nearly $160bn in client assets, according to the report. Its private equity owners, TA Associates and Onex, have put the […]

Wealth and Asset Management

Staying agile: Managing change and shocks is now business as usual for insurers

July 27, 2026

Insurers manage their asset portfolios in a multidimensional and complex environment, combining multiple objectives and constraints. Recent history shows that all parameters are interdependent and evolving, including sudden and non-linear macro shocks Beyond current circumstances, insurers should contemplate how they can strengthen their investment and risk management frameworks – and consider exploiting a broader set […]

Wealth and Asset Management

Julius Baer and Dubai Department of Economy and Tourism sign agreement to advance Dubai's global wealth hub status

July 27, 2026

Agreement establishes structured pathways for family offices, business owners and ultra-high-net-worth individuals under the Dubai Economic Agenda, D33 Collaboration reflects the shared ambition of DET and Julius Baer (Middle East) Ltd. to position Dubai as a leading destination for wealth management solutions among international private clients Julius Baer (Middle East) Ltd., has signed a strategic […]

Wealth and Asset Management

Envestnet Rebuilds Advisor Trading Platform as Wealth Managers Demand Institutional-Grade Workflows

July 27, 2026

Envestnet has launched Wealth Trading, a redesigned portfolio trading platform that unifies portfolio management, trade creation, order review, execution and post-trade oversight within a single workflow. While presented as a user interface upgrade, the launch reflects a broader shift taking place across the wealth management industry as registered investment advisers, broker-dealers and enterprise wealth […]

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