Wealth and Asset Management Archives - Page 82 of 1490

Quilter Cheviot sets out stewardship activity across Sustainable Opportunities Funds

May 6, 2026

Quilter Cheviot has published details of its stewardship activity across the Sustainable Opportunities Balanced and Sustainable Opportunities Growth Funds, including engagement work and voting outcomes during 2025. As part of its active ownership approach, Quilter Cheviot engaged with companies and investment trusts (both held or considered for holding) within the Sustainable Opportunities Funds, focusing […]

Wealth and Asset Management

NatWest spent billions buying a new wealth manager. So what’s next for Coutts?

May 5, 2026

For much of its 300-year history, Coutts has preferred to shun the limelight. Its wealthy clients, which include the British royal family, expect a certain level of discretion. But over the past few years, it has hit the headlines a number of times — and not always for the right reasons.

Wealth and Asset Management

Morgan Stanley Investment Management Introduces Wealth Education Center

May 5, 2026

Morgan Stanley Investment Management has announced the launch of the Wealth Education Center, a centralized education platform designed to help financial advisors translate growing market, tax and investment complexity into clear, practical guidance for their clients. “Advisors face a growing challenge as financial markets, products and tax considerations become more interconnected,” said Ben Huneke, […]

Wealth and Asset Management

Deutsche Bank Luxembourg profit falls 13% to €240.4m

May 5, 2026

Deutsche Bank Luxembourg reported a 13.4% drop in net income for 2025, as stronger reserves, lower net interest income and softer client lending offset a rise in total assets, deposits and headcount. Deutsche Bank Luxembourg reported net income of €240.4m for the 2025 financial year, down from €277.5m a year earlier, as the bank […]

Wealth and Asset Management

Burgan Bank wins ‘Best for High-Net-Worth’ award

May 5, 2026

Reinforcing its position as a trusted wealth management partner for Kuwait’s high-net-worth clients, Burgan Bank announced that it has been awarded “Best for High-Net-Worth (HNW) in Kuwait” at Euromoney’s Private Banking Awards 2026. This latest honor reflects the Bank’s growing Private Banking and Wealth Management proposition, strong client service model, and continued investment in […]

Wealth and Asset Management

From fragmentation to framework: why insurance-based wealth solutions are anchoring Asia’s wealth planning

May 5, 2026

Peter Tung, Tax and Legal Counsel – Asia at Utmost, a leading global provider of insurance- based wealth solutions. Asia’s private wealth continues to expand at an unprecedented pace. Driven by China, India and SouthEast Asia, total private wealth in the region is projected to reach USD 99 trillion by 2029. At the same time, […]

Wealth and Asset Management

HSBC Holdings plc 1Q 2026 Earnings Release

May 5, 2026

Georges Elhedery, Group CEO, said: “We continued to make positive progress in creating a simple, more agile, growing HSBC. Each of our four businesses contributed to firm-wide revenue growth and each delivered an annualised RoTE in excess of 17%, excluding notable items. In periods of greater uncertainty, customers turn to us more as their […]

Wealth and Asset Management

OCBC acquires HSBC International Wealth and Premier Banking in Indonesia

May 5, 2026

OCBC has announces that its Indonesia subsidiary, PT Bank OCBC NISP Tbk, has on 4 May 2026 entered into an agreement with PT Bank HSBC Indonesia (“HSBC Indonesia”) to acquire assets and liabilities of its retail banking and wealth management operations in Indonesia – International Wealth and Premier Banking (“IWPB Indonesia”). IWPB Indonesia is […]

Wealth and Asset Management

Europe’s fiscal pivot transforms investment case

May 5, 2026

Europe is no longer the market of restraint. It is becoming the market of state power. For years, global investors have treated the euro area as a region defined by fiscal caution, weak trend growth and political hesitation. Capital has flowed to the US for scale, earnings power and policy ambition, while Europe […]

Wealth and Asset Management

The biggest risk in wealth transfer isn’t taxes. It’s misalignment

May 5, 2026

For all the sophistication in modern estate planning, most failures have little to do with strategy. They start with people. Too often, families approach wealth transfer as a technical exercise before answering a more fundamental question: What are we actually trying to accomplish? Without that clarity, even the most well-structured plan is built on […]

Wealth and Asset Management

Can UK investors sow the seeds of economic growth?

May 5, 2026

In my May letter, I cover: UK growth challenged by demographics Unsupportive demographics constrain the UK’s growth economic potential, despite a strong financial heritage. Green shoots emerging for productivity-led improvement While the composition of the UK equity market differs significantly from the US, rising AI adoption among UK firms is beginning to support productivity gains. […]

Wealth and Asset Management

Amova Asset Management boost s in-house investment management capabilities with addition of U.S. Small Cap Value Equity team

May 5, 2026

Amova Asset Management Co., Ltd. (formerly Nikko Asset Management Co., Ltd., hereinafter “Amova AM”) announces the expansion of its in -house , actively managed investment capabilit ies with the addition of a U.S. Small Cap Value Equity team . The team consists of a pair of portfolio managers with over 20 years of experience […]

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