Wealth and Asset Management

15335 articles found

Wealth and Asset Management

Quilter Financial Planning welcomes SRB Financial Planning as a new strategic partner firm

Quilter Financial Planning, part of FTSE 250 wealth manager Quilter plc, has welcomed SRB Financial Planning to its advice network as a new strategic partner firm.   SRB Financial Planning, based in Bellshill in Scotland’s central belt, has approximately £250 million of assets under advice and is run by Steve Brough. The family‑run firm has […]
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Wealth and Asset Management

Broadridge Delivers Next-Generation Reconciliation Platform to Raiffeisen Bank International

Broadridge Financial Solutions, Inc. has announced that Centralised Raiffeisen International Services & Payments S.R.L. (CRISP), the shared service centre for Raiffeisen Bank International (RBI)Opens in new tab, has upgraded to Broadridge's next-generation reconciliation platform BRx Match.    The implementation supports CRISP's growing business requirements to enhance efficiency, transparency and accuracy across a host of markets […]
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Wealth and Asset Management

Brooks Macdonald: Fourth Quarter FUMA Update

Brooks Macdonald Group plc has announced flows and funds under management and advice ("FUMA") for the three months ("quarter" or "Q4") and the year ended 30 June 2026 (“FY26”).   Learn more from our CEO, Andrea Montague, in this short highlights video below:    FY 26 flows & Q4 FUMA update video    Andrea Montague, […]
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Wealth and Asset Management

Top 50 firm merges wealth managers in restructuring

Copernicus Wealth Management has absorbed affiliated firm Finpartner Financial Services.   It is part of a broader restructuring, involving changes to several senior management roles and departments.   ‘This integration and the consequent reorganisation should enable us to be more efficient, cost-optimised, and more focused on servicing clients on a tailor-made basis. We expect a […]
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Wealth and Asset Management

Stable half-year results for BCJ

The Cantonal Bank of Jura (BCJ) reports stable results for the first half of 2026. Half-year profit amounted to CHF 9.0 million, compared to CHF 8.9 million in the same period of the previous year.   The operating result reached CHF 20.7 million, an increase of CHF 4.1 million.   As for the total balance […]
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Wealth and Asset Management

Two Guernsey trust professionals recognised as Crown Dependencies ‘NextGen Leaders’

Two members of Saffery Trust’s Guernsey team have been named in the 2026 eprivateclient Crown Dependencies NextGen Leaders list.   Lily Simmons and Rhiannon Pollmer, both Assistant Managers at Saffery Trust, have been recognised in the annual listing, which highlights rising stars within the private client advisory sector across Guernsey, Jersey and the Isle of […]
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Wealth and Asset Management

From performance to continuity: Jack Siu on Lombard Odier’s team-based DPM model in Asia

As Asia’s private wealth market matures, discretionary portfolio management (DPM) is becoming a more important part of how families think about performance, succession, governance, and long-term capital preservation.    For Jack Siu, Head of Discretionary Portfolio Management, Asia at Lombard Odier, the next phase of DPM growth will be shaped not only by investment returns, […]
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Wealth and Asset Management

MSCI and UBS announce strategic partnership to bring greater transparency to private markets

MSCI Inc. and UBS Group AG are announcing a strategic partnership aimed at advancing transparency across private markets.   The partnership combines MSCI’s capabilities in independent data, analytics and models with UBS’s leading alternatives expertise and global client insights. Together, the companies will work to further expand MSCI’s AI-powered platform designed to address longstanding industry […]
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Wealth and Asset Management

Banca Generali highlights wealth management growth. Italian private bank positions for long-term fee income

Banca Generali S.p.A. continues to build out its private banking and wealth management franchise, with a focus on recurring fee income and advisory services for affluent clients in Italy and abroad.   Banca Generali S.p.A. (ISIN IT0001063210) is one of Italy's established private banking and wealth management groups, focusing on affluent and high-net-worth clients with […]
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Wealth and Asset Management

Ameriprise Financial explores strategic paths as wealth management competition intensifies

Ameriprise Financial Inc.  is a diversified US-based financial services group with a core focus on advice-driven wealth management, asset management, and insurance solutions for retail and institutional clients.    The company operates in a competitive landscape shaped by large US banks, independent advisory networks, and digital investing platforms that all target fee-based advice and managed […]
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