Wealth and Asset Management

14895 articles found

Why better data management is non-negotiable in wealth management

Once considered a back-office technical function sitting with an organisation’s IT or operations team, data management has now taken centre stage as a core business asset of vital interest to everyone involved in wealth management.   Unquestionably, data that’s accurate, accessible, consistent, timely and well governed is a business-wide issue today, and is critical for […]

Clearstream partners with Ares to broaden wealth manager access to private markets

Clearstream, Deutsche Börse Group’s post-trade business, is partnering with Ares Management Corporation, a global alternative investment manager, through which Ares’ private market strategies will be added to Clearstream’s fund platform.   The collaboration is intended to significantly broaden investor access to Ares’ leading offering.   This partnership is a key step in Clearstream’s mission to […]

Apollo Leads $35 Billion Capital Solution for Broadcom AI XPV Platform in Partnership with Blackstone and Leading Global Banks

Apollo has announced that Apollo-managed funds and affiliates are leading an initial $35 billion capital solution as part of Broadcom’s new AI XPV Platform (the “Platform”), in partnership with Blackstone (NYSE: BX) and leading global banks. The Platform is designed to enable over 20GW in compute capacity for leading frontier AI labs through 2028.    […]

Corient Completes Acquisitions of Stonehage Fleming and Stanhope Capital Group

Corient has announced the successful completion of its previously announced acquisitions of Stonehage Fleming and Stanhope Capital Group, marking a significant milestone in its continued global expansion.   “This is an exciting moment for Corient and the clients we serve around the world,” said Kurt MacAlpine, Founding Partner and Chief Executive Officer of Corient. “We […]

ECB puts the brakes on Revolut's product offensive

The European Central Bank (ECB) has apparently temporarily limited Revolut's rapid growth. According to a media report, the neobank was only allowed to launch new financial products to a limited extent until its internal control mechanisms were improved.   According to information from sources close to the European supervisory authority, the neobank had to revise […]

Julius Baer successfully places EUR 500 million senior unsecured notes

Julius Baer Group Ltd. successfully placed EUR 500 million 5-year senior unsecured notes through ELM B.V., a repackaging issuance entity incorporated in the Netherlands.    This EUR senior unsecured issuance allows Julius Baer to further diversify its funding strategy in international debt markets. The transaction was targeted at European institutional investors and the proceeds will […]

HSBC Private Bank opens UHNW access to innovation economy

HSBC Private Bank has launched a new platform designed to give ultra-high-net-worth (UHNW) and family-office clients access to institutional-grade solutions, exclusive investment opportunities, and specialist insights.   Called HSBC Access, the service allows eligible clients to invest in selected technology and start-up companies served by HSBC Innovation Banking. This is the first time HSBC Private […]

Edmond de Rothschild Asset Management strengthens quantitative management team and launches the first three funds in its Quartz range

—    The three new funds are Core US, Core EMU and Defensive Global Equities strategies —    They are the first products in a range named Quartz, which will initially comprise seven funds by the end of 2026 —    The quantitative management team is being strengthened by the arrival of Yu Sun and […]

NSN Cycling Team and CBH Compagnie Bancaire Helvétique announce three-year partnership

The NSN Cycling Team and CBH Bank have entered a three-year partnership focused on high performance, long-term development, and shared Swiss values of precision and excellence.   The collaboration brings together two organizations committed to sustained progress, continuous improvement, and performance in demanding, competitive environments – both in elite cycling and financial services.   Through […]
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