Wealth and Asset Management Archives - Page 64 of 1534

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 […]

Wealth and Asset Management

Wealth Professional reveals its 5-Star Advisory Teams for 2026

July 27, 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 […]

Wealth and Asset Management

UOB: HK is an important gateway to bank’s wealth management push

July 24, 2026

Singaporean-based United Overseas Bank (UOB) said it will leverage Hong Kong’s gateway role between the Chinese mainland and the Association of Southeast Asian Nations to consolidate the bank’s traditional niches in the wholesale commercial banking business while making new efforts to tap into the wealth management segment. UOB Hong Kong – the lender’s banking […]

Wealth and Asset Management

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

July 24, 2026

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, […]

Wealth and Asset Management

Leonteq returns to profitability in H1 2026

July 24, 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 […]

Cookie Notice