Wealth and Asset Management

15321 articles found

Wealth and Asset Management

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

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 […]
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Wealth and Asset Management

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

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 […]
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Wealth and Asset Management

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

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 […]
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Wealth and Asset Management

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

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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Wealth and Asset Management

Wealth Professional reveals its 5-Star Advisory Teams for 2026

Wealth Professional has named 35 wealth management firms and teams as its 5-Star Advisory Teams for 2026, the fifth edition of the annual recognition, selected through a national investor nomination process.    The award recognizes multi-advisor teams that move beyond investment selection to deliver holistic, proactive service across every market condition.     According to Lindsey […]
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Wealth and Asset Management

Expanded recognition in 2026 Chambers High Net Worth guide for our global Private Client & Trusts team

Our global Private Client & Trusts group has again been recognised in the Chambers High Net Worth guide 2026, reinforcing the trusted relationships we have built advising clients on some of their most complex and significant private wealth matters.   We have achieved top-tier practice and individual rankings across the British Virgin Islands (BVI), Bermuda, […]
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Wealth and Asset Management

Leonteq returns to profitability in H1 2026

Return to profitability in H1 2026, in line with guidance Total operating income of CHF 111.6 million driven by 10% yoy increase in net fee income and positive contributions from hedging activities Total operating expenses down 10% yoy to CHF 99.2 million reflecting the benefits of the cost programme initiated a year ago Group net […]
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Wealth and Asset Management

Vontobel achieves record half-year profit

Half-year profit up 87 percent to CHF 216 million Revenues up 24 percent to CHF 852 million Cost-income ratio substantially improved to 67.9 percent from 77.9 percent Assets under management up 5 percent to CHF 252.2 billion Net new money up to CHF 2.5 billion1 from CHF 2.0 billion CET1 ratio up to 23.2 percent […]
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