Wealth and Asset Management Archives - Page 73 of 1493

Why JPMorgan is looking for wealth managers with emotional intelligence

May 26, 2026

JPMorgan is pivoting training for its wealth advisers to focus more on soft skills in a bid to get them in front of clients sooner, according to the head of its international private bank. As private banks race to develop talent in an increasingly competitive market, Adam Tejpaul told Financial News that the Wall […]

Wealth and Asset Management

Singapore regulator seeks faster private bank onboarding

May 26, 2026

Singapore’s financial regulator has asked private banks to shorten the time it takes for clients to open accounts, as the authorities try to support the city-state’s role in global wealth management after major money-laundering cases contributed to long delays. The Monetary Authority of Singapore said lenders should bring account opening times down to within […]

Wealth and Asset Management

Investec updates its Private Client growth strategy

May 22, 2026

A focused strategy to further scale the Private Client franchise through a high-touch, advice-led proposition, enabled by digital capabilities and a globally integrated One Investec ecosystem. Investec’s established Private Client franchise has clear growth opportunities, underpinned by targeted initiatives to deepen banking and wealth relationships. In South Africa, largely driven by targeted affluent client acquisition, […]

Wealth and Asset Management

AI is boosting asset managers’ investment operations, but humans still call the shots, according to a new Mercer report

May 22, 2026

Mercer has launched a new report that finds the asset management industry has moved beyond experimenting with artificial intelligence (AI), but the technology remains principally an augmentation tool that helps to enhance human productivity and insight. Based on a February 2026 survey of 131 asset managers globally, the Mercer report, How Artificial Intelligence is […]

Wealth and Asset Management

Fairway Group Enhances Client Onboarding Through Vaiie Strategic Partnership

May 22, 2026

Independent private client, corporate, funds and pension services provider, Fairway Group, has strengthened its client onboarding capabilities through a strategic partnership with fellow Jersey business, Vaiie. The collaboration reflects Fairway’s continued investment in enhancing client experience, operational efficiency and regulatory excellence, while also supporting an innovative local business. Vaiie has worked closely with […]

Wealth and Asset Management

7IM posts record Q1 net sales amid platform expansion

May 22, 2026

7IM has posted record quarterly net sales of £610m in the first quarter of 2026. The firm said net sales increased 121.4% compared with Q4 2025, which it attributed to continued investment in technology, platform functionality and service improvements. Gross sales reached £1.23bn during the quarter, up 5.3% from the previous quarter, while […]

Wealth and Asset Management

Julius Baer: Interim Management Statement for the first four months of 2026*

May 22, 2026

Record operating income, driven by all-time high assets under management and exceptional client activity. Assets under management grew to a record CHF 528 billion, driven by strong equity market performance and net new money inflows of CHF 3 billion Gross margin increased to 90 basis points (bp), compared to an underlying** level of 80 bp […]

Wealth and Asset Management

Close Brothers accelerating cost cuts as motor finance bill mounts

May 22, 2026

Close Brothers is speeding up cost cutting to help narrow losses after setting aside another £30 million to cover mounting costs of the motor finance scandal. The banking group confirmed its total provision for the car finance redress scheme increased to £320 million following the Financial Conduct Authority’s move last month to set out […]

Wealth and Asset Management

Master Charitable Trust named ‘Best UK Donor Advised Fund 2026’

May 22, 2026

For the second year in a row, the Master Charitable Trust has been judged Best UK Donor Advised Fund’ at the PAM (Private Asset Managers) Awards. Established in 2011, the Master Charitable Trust was the first donor-advised fund launched by a UK bank. It allows philanthropists to pursue their charitable aims freed from the […]

Wealth and Asset Management

UBS Wealth Management EMEA Head Relocates to the Middle East

May 22, 2026

UBS is set to relocate a key management position from Zurich to the Middle East, underlining the growing importance of the region. In addition, the bank is making changes to the regional structure within the division. Christl Novakovic, Head of UBS Wealth Management EMEA, will relocate from Zurich to the Middle East this summer. […]

Wealth and Asset Management

Schroder Oriental Income Fund Limited – Half Year Results

May 22, 2026

Schroder Oriental Income Fund Limited announced its Half-Year Results for the six months ended 28 February 2026. The Trust aims to tap into the Asian income story by focusing on quality companies with attractive dividend growth prospects. Key highlights include: During the period under review, the Company delivered a NAV per share total return […]

Wealth and Asset Management

Schroders seeks transfer of three China funds to Neuberger Berman

May 22, 2026

Schroder Fund Management (China) has filed applications with the China Securities Regulatory Commission to switch the registered manager of three publicly offered securities investment funds in China to Neuberger Berman Fund Management (China), reported China Daily. The move involves the transfer of part of the mutual fund business run by Schroders’ wholly owned China […]

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